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1,240 hedge funds and large institutions have $42.1B invested in Ecolab in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 461 increasing their positions, 435 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 71

5% more funds holding

Funds holding: 1,1791,240 (+61)

6% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 435

0.15% less ownership

Funds ownership: 75.83%75.67% (-0.15%)

3% less capital invested

Capital invested by funds: $43.2B → $42.1B (-$1.11B)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

18% less call options, than puts

Call options by funds: $111M | Put options by funds: $135M

Holders
1,240
Holders Change
+61
Holders Change %
+5.17%
% of All Funds
24.43%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1%
New
153
Increased
461
Reduced
435
Closed
71
Calls
$111M
Puts
$135M
Net Calls
-$24.1M
Net Calls Change
-$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
976
Tiedemann Advisors
New York
$265K -$99.8K -526 -28%
BFA
977
Beaumont Financial Advisors
Massachusetts
$265K -$30.6K -161 -10%
SC
978
Savant Capital
Illinois
$263K
HAM
979
Highstreet Asset Management
Ontario, Canada
$261K -$137K -724 -35%
CCA
980
Conestoga Capital Advisors
Pennsylvania
$261K
MPW
981
Monterey Private Wealth
California
$261K +$256K +1,350 New
NIM
982
NuWave Investment Management
New Jersey
$260K -$318K -1,676 -55%
BOS
983
Bingham Osborn & Scarborough
California
$260K +$190 +1 +0.1%
CM
984
Capital Management
Virginia
$258K
DT
985
Diversified Trust
Tennessee
$258K +$254K +1,336 New
QAM
986
QCI Asset Management
New York
$256K -$12.2M -64,228 -98%
BCM
987
Brookstone Capital Management
Illinois
$256K +$27.1K +143 +12%
PWAP
988
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$255K +$190 +1 +0.1%
HH
989
Hilltop Holdings
Texas
$254K -$58.5K -308 -19%
GWM
990
Geneos Wealth Management
Colorado
$250K +$1.52K +8 +0.6%
BP
991
Ballentine Partners
Massachusetts
$249K +$7.97K +42 +3%
EWA
992
Exencial Wealth Advisors
Oklahoma
$249K +$8.92K +47 +4%
PTP
993
Platform Technology Partners
New York
$247K +$243K +1,282 New
DJSG
994
D.J. St. Germain
Massachusetts
$246K
EW
995
Evoke Wealth
California
$245K +$2.09K +11 +0.9%
CNC
996
Citizens & Northern Corp
Pennsylvania
$245K -$190 -1 -0.1%
LOPW
997
Live Oak Private Wealth
North Carolina
$245K +$241K +1,269 New
FNBT
998
FineMark National Bank & Trust
Florida
$244K -$834K -4,396 -78%
MOS
999
MGO One Seven
Ohio
$244K -$7.59K -40 -3%
CL
1000
Choreo LLC
Illinois
$242K -$24.9K -131 -9%

ECL Hedge Fund Activity: Q4 2019 in Review

1,240 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2019, worth a combined $42.1B — down 2.6% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ECL positions and 71 closed out — a net gain of 82 holders — while 461 added to existing stakes and 435 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Morgan Stanley, cutting an estimated $879M.

  • 1,240 institutional investors held Ecolab (ECL) as of Q4 2019, up from 1,179 in Q3 2019.
  • Funds reported $42.1B of Ecolab stock for Q4 2019, down 2.6% quarter-over-quarter.
  • 153 funds opened new Ecolab positions in Q4 2019 and 71 closed out, a net change of +82 holders.
  • The largest Ecolab buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Ecolab seller in Q4 2019 was Morgan Stanley, an estimated $879M sold.

Based on aggregated 13F filings for Q4 2019.