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1,258 hedge funds and large institutions have $36.6B invested in Ecolab in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 486 increasing their positions, 451 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $162M | Put options by funds: $128M

8% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 451

0.15% less ownership

Funds ownership: 75.54%75.38% (-0.15%)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

2% less funds holding

Funds holding: 1,2801,258 (-22)

9% less capital invested

Capital invested by funds: $40.1B → $36.6B (-$3.52B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,258
Holders Change
-22
Holders Change %
-1.72%
% of All Funds
19.97%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
97
Increased
486
Reduced
451
Closed
106
Calls
$162M
Puts
$128M
Net Calls
+$33.3M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
676
Koshinski Asset Management
Illinois
$898K -$43.1K -237 -4%
NICM
677
Neo Ivy Capital Management
New York
$895K +$961K +5,284 New
LFG
678
Larson Financial Group
Missouri
$887K +$297K +1,633 +45%
SFSG
679
Sound Financial Strategies Group
Mississippi
$879K -$70.2K -386 -7%
NRD
680
Nebula Research & Development
New York
$875K +$940K +5,167 New
MWM
681
Mission Wealth Management
California
$874K +$17.3K +95 +2%
DAS
682
Dynamic Advisor Solutions
Arizona
$874K -$41.3K -227 -4%
CG
683
Caprock Group
Idaho
$873K +$16.7K +92 +2%
TIAA Trust, National Association
684
TIAA Trust, National Association
North Carolina
$870K +$934K +5,136 New
AAP
685
Arax Advisory Partners
Colorado
$868K +$613K +3,369 +192%
LPT
686
Legacy Private Trust
Wisconsin
$865K -$10.4K -57 -1%
EWA
687
Encompass Wealth Advisors
Oregon
$855K
JWBC
688
John W. Bristol & Co
New York
$851K -$49.9M -274,421 -98%
AFG
689
Albion Financial Group
Utah
$843K +$137K +754 +18%
BIA
690
Bigelow Investment Advisors
Maine
$836K +$12.2K +67 +1%
OTL
691
Oak Thistle LLC
New York
$830K +$891K +4,897 New
BB
692
Bell Bank
North Dakota
$827K -$44.6K -245 -5%
TDWM
693
Topel & Distasi Wealth Management
California
$826K
CG
694
Corundum Group
Colorado
$823K -$98.4K -541 -10%
SSWM
695
Smith Salley Wealth Management
North Carolina
$823K +$47.3K +260 +6%
SWP
696
Stratos Wealth Partners
Ohio
$821K -$1.46K -8 -0.2%
TSWM
697
Triangle Securities Wealth Management
North Carolina
$815K +$4.91K +27 +0.6%
AP
698
Americana Partners
Texas
$814K +$874K +4,805 New
AO
699
Advisor OS
Illinois
$810K +$55.5K +305 +7%
EWM
700
Elmwood Wealth Management
California
$802K -$7.09K -39 -0.8%

ECL Hedge Fund Activity: Q3 2023 in Review

1,258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q3 2023, worth a combined $36.6B — down 8.8% from $40.1B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ECL and 97 opened new positions — a net loss of 9 holders — while 451 trimmed existing stakes and 486 added.

The largest buyer was Ameriprise, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $413M.

  • 1,258 institutional investors held Ecolab (ECL) as of Q3 2023, down from 1,280 in Q2 2023.
  • Funds reported $36.6B of Ecolab stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 97 funds opened new Ecolab positions in Q3 2023 and 106 closed out, a net change of -9 holders.
  • The largest Ecolab buyer in Q3 2023 was Ameriprise, an estimated $164M added.
  • The largest Ecolab seller in Q3 2023 was Wellington Management Group, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2023.