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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
JIP
751
Jaffetilchin Investment Partners
Florida
– -$323K -3,101 Closed
BGA
752
Belmont Global Advisors
Texas
– -$313K -3,000 Closed
PM
753
Parametrica Management
Hong Kong
– -$288K -2,763 Closed
JIM
754
Jupiter Investment Management
United Kingdom
– -$250K -2,400 Closed
BMO
755
Beck Mack & Oliver
New York
– -$240K -2,300 Closed
CCM
756
Carlson Capital Management
Minnesota
– -$240K -2,300 Closed
HB
757
Homrich & Berg
Georgia
– -$240K -2,300 Closed
GE
758
General Electric
Ohio
– -$232K -2,224 Closed
QT
759
Quantbot Technologies
New York
– -$230K -2,215 Closed
PL
760
Parkwood LLC
Ohio
– -$169K -1,621 Closed
BRWA
761
B. Riley Wealth Advisors
Florida
– -$152K -1,459 Closed
SHWM
762
Smith & Howard Wealth Management
Georgia
– -$152K -1,455 Closed
WIL
763
Winifred I. Li
– -$94K -900 Closed
HF
764
Hoxton Financial
West Virginia
– -$93K -888 Closed
CPA
765
Cowen Prime Advisors
New York
– -$83K -800 Closed
TRCT
766
Tower Research Capital (TRC)
New York
– -$77K -740 Closed
ITIM
767
Indiana Trust & Investment Management
Indiana
– -$52K -500 Closed
MCM
768
McKinley Capital Management
Alaska
– -$44K -422 Closed
ST
769
Stifel Trust
Missouri
– -$42K -400 Closed
ACM
770
Antonetti Capital Management
Florida
– -$10K -100 Closed
CHC
771
City Holding Co
West Virginia
– -$7K -70 Closed
ASN
772
Advisory Services Network
Georgia
– -$6K -53 Closed
LWA
773
Lenox Wealth Advisors
New York
– -$3K -31 Closed
TSW
774
Thompson Siegel & Walmsley
Virginia
– -$3K -31 Closed
CCM
775
Chilton Capital Management
Texas
– -$1.67K -16 Closed
28 29 30
31
32

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.