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1,423 hedge funds and large institutions have $50B invested in Ecolab in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 459 increasing their positions, 575 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 74

89% more call options, than puts

Call options by funds: $207M | Put options by funds: $110M

13% more capital invested

Capital invested by funds: $44.1B → $50B (+$5.87B)

5% more funds holding

Funds holding: 1,3601,423 (+63)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2.13% less ownership

Funds ownership: 77.99%75.86% (-2.1%)

20% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 575

Holders
1,423
Holders Change
+63
Holders Change %
+4.63%
% of All Funds
20.5%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
155
Increased
459
Reduced
575
Closed
74
Calls
$207M
Puts
$110M
Net Calls
+$97.4M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
876
EP Wealth Advisors
California
$629K -$98.6K -465 -15%
RWM
877
Revisor Wealth Management
Ohio
$623K +$311K +1,467 +102%
PPWP
878
Premier Path Wealth Partners
New Jersey
$623K +$14.2K +67 +3%
RZH
879
Relyea Zuckerberg Hanson
Connecticut
$622K +$57.9K +273 +11%
KWM
880
Kingsview Wealth Management
Oregon
$615K +$29.9K +141 +6%
CI
881
Cigna Investments
Connecticut
$610K -$5.94K -28 -1%
ADMI
882
Albert D. Mason Inc
Massachusetts
$604K
AWM
883
Axxcess Wealth Management
California
$602K +$42.8K +202 +8%
MF
884
Magnetar Financial
Illinois
$598K +$550K +2,592 New
UH
885
Unigestion Holding
Switzerland
$595K +$547K +2,579 New
MFA
886
Mayflower Financial Advisors
Massachusetts
$595K -$54.3K -256 -9%
RWM
887
Rench Wealth Management
Texas
$592K +$1.48K +7 +0.3%
RMCM
888
Reynders McVeigh Capital Management
Massachusetts
$591K +$25K +118 +5%
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$589K -$61.3K -289 -10%
OPCM
890
Osborne Partners Capital Management
California
$588K
AF
891
Affiance Financial
Minnesota
$586K -$159K -750 -23%
LWP
892
Laurel Wealth Planning
Minnesota
$580K
AWM
893
Avitas Wealth Management
California
$578K -$7.85K -37 -1%
CB
894
Cadence Bank
Mississippi
$573K
Jones Financial Companies
895
Jones Financial Companies
Missouri
$573K +$278K +1,313 +112%
CPCM
896
Cardinal Point Capital Management
Ontario, Canada
$570K -$127K -600 -20%
AL
897
ADE LLC
Maryland
$567K
MCWS
898
McKinley Carter Wealth Services
West Virginia
$559K -$3.18K -15 -0.6%
CFG
899
Carr Financial Group
Massachusetts
$553K
LIM
900
Leavell Investment Management
Alabama
$552K -$10.6K -50 -2%

ECL Hedge Fund Activity: Q1 2024 in Review

1,423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2024, worth a combined $50B — up 13% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ECL positions and 74 closed out — a net gain of 81 holders — while 459 added to existing stakes and 575 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $183M. The largest seller was Morgan Stanley, cutting an estimated $1.22B.

  • 1,423 institutional investors held Ecolab (ECL) as of Q1 2024, up from 1,360 in Q4 2023.
  • Funds reported $50B of Ecolab stock for Q1 2024, up 13% quarter-over-quarter.
  • 155 funds opened new Ecolab positions in Q1 2024 and 74 closed out, a net change of +81 holders.
  • The largest Ecolab buyer in Q1 2024 was First Trust Advisors, an estimated $183M added.
  • The largest Ecolab seller in Q1 2024 was Morgan Stanley, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2024.