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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
DY
1001
Dowling & Yahnke
California
$242K +$11.8K +62 +5%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$240K -$7.59K -40 -3%
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$240K -$3.04K -16 -1%
CG
1004
Caprock Group
Idaho
$239K +$15K +79 +7%
MSAM
1005
Moloney Securities Asset Management
Missouri
$239K +$235K +1,238 New
MCM
1006
Monarch Capital Management
Indiana
$236K
BHTS
1007
Bar Harbor Trust Services
Maine
$236K +$232K +1,221 New
IWM
1008
IHT Wealth Management
Illinois
$236K +$232K +1,222 New
PL
1009
Parthenon LLC
Kentucky
$235K
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$235K +$231K +1,219 New
Jones Financial Companies
1011
Jones Financial Companies
Missouri
$234K -$6.07K -32 -3%
PPCM
1012
Pillar Pacific Capital Management
California
$234K
LFAS
1013
Level Four Advisory Services
Texas
$233K +$226K +1,191 New
OWM
1014
Orgel Wealth Management
Wisconsin
$232K
OAM
1015
Optimal Asset Management
California
$232K +$228K +1,200 New
B
1016
Barings
North Carolina
$231K +$16.1K +85 +8%
AAP
1017
Arax Advisory Partners
Colorado
$230K -$54.3K -286 -19%
Cetera Investment Advisers
1018
Cetera Investment Advisers
Illinois
$230K -$26.4K -139 -10%
VCM
1019
Vivaldi Capital Management
Illinois
$228K -$28.1K -148 -11%
FFA
1020
First Foundation Advisors
California
$228K +$11.2K +59 +5%
HHAA
1021
Henry H. Armstrong Associates
Pennsylvania
$227K
Coatue Management
1022
Coatue Management
New York
$226K +$222K +1,171 New
GAB
1023
German American Bancorp
Indiana
$225K
MFG
1024
Magnus Financial Group
New York
$225K +$2.47K +13 +1%
LBC
1025
Lowe Brockenbrough & Co
Virginia
$224K

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.