We are live on ! Find out more
ECL icon

Ecolab
ECL

724 hedge funds and large institutions have $24.5B invested in Ecolab in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 282 increasing their positions, 286 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$807M)

0.03% less ownership

Funds ownership: 75.43% → 75.4% (-0.03%)

1% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 286

3% less funds holding

Funds holding: 743 → 724 (-19)

15% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $33.3M

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

Holders
724
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
20.91%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
1.24%
New
41
Increased
282
Reduced
286
Closed
52
Calls
$28.2M
Puts
$33.3M
Net Calls
-$5.13M
Net Calls Change
-$211K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$176M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$104M
3
JIM
Jensen Investment Management
Oregon
+$61.6M
4
MCM
Marsico Capital Management
Colorado
+$44.1M
5
Brown Advisory
Brown Advisory
Maryland
+$41.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
2
O
OppenheimerFunds
New York
-$116M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$71.5M
4
DSA
Davis Selected Advisers
Arizona
-$56.1M
5
Invesco
Invesco
Georgia
-$52M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
601
First Mercantile Trust
Tennessee
$329K – – –
WA
602
WFG Advisors
Texas
$326K +$7.54K +72 +2%
SFSIG
603
San Francisco Sentry Investment Group
California
$324K – – –
IPRC
604
Indices-Pac Research Corporation
New Jersey
$323K +$108K +1,030 +52%
IPC
605
Independent Portfolio Consultants
Florida
$322K -$2.1K -20 -0.7%
WPW
606
Waldron Private Wealth
Pennsylvania
$322K +$67.7K +646 +28%
CC
607
Capital Counsel
New York
$313K – – –
DWA
608
Douglass Winthrop Advisors
New York
$309K -$41.9K -400 -12%
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$308K +$28.3K +270 +10%
FHA
610
First Horizon Advisors
Tennessee
$307K +$14.6K +139 +5%
RT
611
Rockland Trust
Massachusetts
$305K +$49K +468 +20%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$304K +$11.5K +110 +4%
HC
613
Highmount Capital
New York
$294K -$3.67K -35 -1%
DA
614
Dunvegan Associates
California
$294K – – –
MCC
615
Mid Continent Capital
Illinois
$292K – – –
OMCS
616
Old Mutual Customised Solutions
South Africa
$292K – – –
RT
617
Reliance Trust
Georgia
$291K -$26.4K -252 -9%
RMCM
618
Reynders McVeigh Capital Management
Massachusetts
$286K – – –
GT
619
Greenleaf Trust
Michigan
$282K +$105 +1 +0%
CIM
620
Calvert Investment Management
Maryland
$282K +$419 +4 +0.2%
Northwestern Mutual Wealth Management
621
Northwestern Mutual Wealth Management
Wisconsin
$281K -$26.5K -253 -9%
CTC
622
Central Trust Company
Missouri
$272K -$48.6K -464 -16%
GJIC
623
Gamble Jones Investment Counsel
California
$272K – – –
CCC
624
Chelsea Counsel Company
California
$270K – – –
Lazard Asset Management
625
Lazard Asset Management
New York
$269K – – –
23 24
25
26 27

ECL Hedge Fund Activity: Q1 2014 in Review

724 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2014, worth a combined $24.5B — up 3.4% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ECL and 41 opened new positions — a net loss of 11 holders — while 286 trimmed existing stakes and 282 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $163M.

  • 724 institutional investors held Ecolab (ECL) as of Q1 2014, down from 743 in Q4 2013.
  • Funds reported $24.5B of Ecolab stock for Q1 2014, up 3.4% quarter-over-quarter.
  • 41 funds opened new Ecolab positions in Q1 2014 and 52 closed out, a net change of -11 holders.
  • The largest Ecolab buyer in Q1 2014 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Ecolab seller in Q1 2014 was Fidelity Investments, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2014.