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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
MJP
876
Michael J. Puzo
$377K
VCM
877
Virtue Capital Management
Tennessee
$370K
BWM
878
Baron Wealth Management
Michigan
$369K +$9.46K +52 +2%
UIA
879
Ulland Investment Advisors
Minnesota
$366K
KFGK
880
Keystone Financial Group (Kentucky)
Kentucky
$365K -$3.46K -19 -0.9%
PF
881
Phoenix Financial
Israel
$364K -$14.5K -80 -4%
DBG
882
De Burlo Group
Massachusetts
$364K
LAM
883
Lakewood Asset Management
Illinois
$364K
MGIA
884
Moneta Group Investment Advisors
Missouri
$360K -$100K -551 -21%
CCA
885
Checchi Capital Advisers
California
$359K -$15.6K -86 -4%
ACA
886
Aptus Capital Advisors
Alabama
$358K +$180K +991 +88%
MWM
887
Modera Wealth Management
New Jersey
$357K +$15.8K +87 +4%
NP
888
NorthRock Partners
Minnesota
$356K +$67.5K +371 +21%
MHB
889
Midwest Heritage Bank
Iowa
$355K
WOC
890
West Oak Capital
California
$348K
BWM
891
Blossom Wealth Management
California
$347K +$5.46K +30 +1%
HWM
892
HighMark Wealth Management
Minnesota
$342K +$1.09K +6 +0.3%
WWM
893
Western Wealth Management
Colorado
$342K
PWMG
894
Pinnacle Wealth Management Group
Michigan
$339K
SACTSONJ
895
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$339K
WPW
896
Waldron Private Wealth
Pennsylvania
$339K -$10.9K -60 -3%
ICG
897
InterOcean Capital Group
Tennessee
$336K -$126K -693 -26%
TBNY
898
Trustco Bank (New York)
New York
$336K
SP
899
Saranac Partners
$334K -$1.82K -10 -0.5%
CFSG
900
Clark Financial Services Group
Missouri
$334K

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.