We are live on ! Find out more

975 hedge funds and large institutions have $30.8B invested in Ecolab in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 355 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 3440 (+6)

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

1% more capital invested

Capital invested by funds: $30.5B → $30.8B (+$349M)

0.55% less ownership

Funds ownership: 78.61%78.05% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 378

1% less funds holding

Funds holding: 987975 (-12)

49% less call options, than puts

Call options by funds: $69.3M | Put options by funds: $135M

Holders
975
Holders Change
-12
Holders Change %
-1.22%
% of All Funds
22.35%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
0.92%
New
71
Increased
355
Reduced
378
Closed
70
Calls
$69.3M
Puts
$135M
Net Calls
-$66.2M
Net Calls Change
-$84.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$74K -$2.96K -22 -4%
APP
852
Avantax Planning Partners
Iowa
$74K +$72.6K +540 New
MOS
853
MGO One Seven
Ohio
$73K -$5.38K -40 -7%
C
854
Cerebellum
California
$72K -$104K -777 -60%
SIAS
855
Shine Investment Advisory Services
Colorado
$70K -$35.2K -262 -34%
SMG
856
Spectrum Management Group
Indiana
$70K
VFA
857
Valeo Financial Advisors
Indiana
$70K +$28.1K +209 +70%
EWM
858
Edge Wealth Management
New York
$69K
NWM
859
Northwest Wealth Management
Iowa
$69K +$67.2K +500 New
ECM
860
Estabrook Capital Management
New York
$68.5K
LJHT
861
Laurie J. Hall Trustee
$63K
LFG
862
LifePlan Financial Group
Ohio
$62K +$60.5K +450 New
NSIM
863
North Star Investment Management
Illinois
$56K +$54.5K +405 New
HL
864
Harding Loevner
New Jersey
$55K
RFA
865
Reilly Financial Advisors
California
$55K +$7.53K +56 +16%
CAGAS
866
Capital Advisory Group Advisory Services
Minnesota
$55K +$53.8K +400 New
MRCM
867
M&R Capital Management
New Jersey
$54K
ADL
868
Asset Dedication LLC
California
$53K +$33.6K +250 +184%
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
$51K
PCP
870
Proficio Capital Partners
Massachusetts
$51K +$1.75K +13 +4%
ARMC
871
American Research & Management Company
Massachusetts
$49K
SC
872
Sawyer & Company
Massachusetts
$49K +$34.2K +254 +244%
SFG
873
SevenBridge Financial Group
Pennsylvania
$47K -$12.4K -92 -21%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$47K
PA
875
Perennial Advisors
New York
$46K

ECL Hedge Fund Activity: Q1 2018 in Review

975 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2018, worth a combined $30.8B — up 1.1% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ECL positions and 70 closed out — a net gain of 1 holder — while 355 added to existing stakes and 378 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $221M. The largest seller was Brown Advisory, cutting an estimated $407M.

  • 975 institutional investors held Ecolab (ECL) as of Q1 2018, down from 987 in Q4 2017.
  • Funds reported $30.8B of Ecolab stock for Q1 2018, up 1.1% quarter-over-quarter.
  • 71 funds opened new Ecolab positions in Q1 2018 and 70 closed out, a net change of +1 holder.
  • The largest Ecolab buyer in Q1 2018 was Eaton Vance Management, an estimated $221M added.
  • The largest Ecolab seller in Q1 2018 was Brown Advisory, an estimated $407M sold.

Based on aggregated 13F filings for Q1 2018.