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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
MWP
701
MYCIO Wealth Partners
Pennsylvania
$20K -$20.3K -194 -51%
MFBTD
702
MB Financial Bank - Trust Department
Illinois
$18K – – –
EFSCE
703
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$943 +9 +7%
CAW
704
Cornerstone Advisors (Washington)
Washington
$15K -$8.28K -79 -37%
SCG
705
Strategic Capital Group
Washington
$15K +$209 +2 +1%
BRWM
706
B. Riley Wealth Management
Tennessee
$14K +$13.6K +130 New
TWA
707
TCI Wealth Advisors
Arizona
$13K – – –
BOK
708
Bank of Kentucky
Kentucky
$11K +$10.5K +100 New
TFO
709
Tarbox Family Office
California
$9K -$943 -9 -9%
OSAM
710
O'Shaughnessy Asset Management
Connecticut
$6K – – –
AC
711
Alexandria Capital
Virginia
$6K +$524 +5 +10%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$5.62K +$2.41K +23 +79%
WA
713
Waverly Advisors
Alabama
$5K -$247K -2,354 -98%
HDIM
714
Hanson & Doremus Investment Management
Vermont
$5K – – –
PO
715
Private Ocean
California
$5K – – –
TCM
716
Tradewinds Capital Management
Washington
$5K – – –
PSC
717
Prentiss Smith & Co
Vermont
$4K – – –
GAM
718
Gemmer Asset Management
California
$4K +$3.67K +35 New
HCC
719
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
KCPG
720
Kavar Capital Partners Group
Kansas
$2K – – –
TDC
721
Thompson Davis & Co
Virginia
$2K – – –
HP
722
Hikari Power
Japan
$1.69K +$1.63M +15,600 New
ACS
723
Archford Capital Strategies
Illinois
$1.62K +$1.57K +15 New
Walleye Trading
724
Walleye Trading
New York
$10 -$1.4M -13,390 -99%
O
725
OppenheimerFunds
New York
– -$116M -1,113,466 Closed
27 28
29
30 31

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.