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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
PTC
651
Private Trust Company
Ohio
$198K -$1.47K -14 -0.8%
NIM
652
NuWave Investment Management
New Jersey
$195K +$173K +1,648 +1,017%
GGPS
653
Gary Goldberg Planning Services
New York
$177K +$209 +2 +0.1%
WTB
654
Washington Trust Bank
Washington
$175K +$169K +1,618 New
GLI
655
Guardian Life Insurance
New York
$165K – – –
TF
656
Tompkins Financial
New York
$152K -$5.55K -53 -4%
RIA
657
Regal Investment Advisors
Michigan
$144K – – –
VCM
658
Vigilant Capital Management
Maine
$138K +$31.4K +300 +31%
ECM
659
ETrade Capital Management
Virginia
$131K +$21.4K +204 +20%
FNBT
660
FineMark National Bank & Trust
Florida
$123K +$17.5K +167 +17%
MCM
661
Manchester Capital Management
Vermont
$122K +$2.1K +20 +2%
SAMC
662
Shinko Asset Management Company
Japan
$119K -$10.7K -102 -9%
AssetMark Inc
663
AssetMark Inc
California
$110K +$107K +1,022 New
HTHT
664
Hemenway Trust Hemenway Trust
New Hampshire
$102K – – –
PR
665
Payden & Rygel
California
$97K – – –
PSI
666
Pinnacle Summer Investments
Virginia
$96K – – –
NME
667
Notis-McConarty Edward
$86K – – –
EWM
668
Edge Wealth Management
New York
$84K – – –
NES
669
New England Securities
New York
$84K +$733 +7 +0.9%
VNB
670
Valley National Bancorp
New York
$76K – – –
AR
671
Advisory Research
Illinois
$69K +$67K +640 New
LFG
672
LifePlan Financial Group
Ohio
$65K +$62.9K +600 New
ECM
673
Estabrook Capital Management
New York
$64.8K +$10.5K +100 +20%
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$61K – – –
AUB
675
Atlantic Union Bankshares
Virginia
$59K +$62.9K +600 New
25 26
27
28 29

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.