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1,172 hedge funds and large institutions have $33.9B invested in Ecolab in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 471 increasing their positions, 451 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $86.3M | Put options by funds: $79.5M

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 451

0.5% less ownership

Funds ownership: 75.67%75.17% (-0.5%)

5% less funds holding

Funds holding: 1,2401,172 (-68)

18% less funds holding in top 10

Funds holding in top 10: 5142 (-9)

20% less capital invested

Capital invested by funds: $42.1B → $33.9B (-$8.2B)

33% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 151

Holders
1,172
Holders Change
-68
Holders Change %
-5.48%
% of All Funds
25.83%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.93%
New
101
Increased
471
Reduced
451
Closed
151
Calls
$86.3M
Puts
$79.5M
Net Calls
+$6.76M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1001
Bartlett & Co
Ohio
$165K +$199K +1,059 New
FFC
1002
First Financial Corp
Indiana
$160K -$11.7K -62 -6%
1W
1003
1776 Wealth
Georgia
$157K +$118K +629 +206%
GC
1004
Grace Capital
Massachusetts
$156K
ECM
1005
Elgethun Capital Management
South Dakota
$155K
CBT
1006
Capital Bank & Trust
California
$154K +$34K +181 +22%
AP
1007
Atwood & Palmer
Missouri
$149K +$17.3K +92 +11%
CRCM
1008
Corbett Road Capital Management
Virginia
$147K +$177K +942 New
PR
1009
Payden & Rygel
California
$140K
BL
1010
Balentine LLC
Georgia
$137K +$97.2K +517 +144%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$136K +$188 +1 +0.1%
SIC
1012
Salem Investment Counselors
North Carolina
$132K -$9.4K -50 -6%
TPWA
1013
TRUE Private Wealth Advisors
Oregon
$131K -$191K -1,016 -55%
AAP
1014
Arax Advisory Partners
Colorado
$128K -$69.2K -368 -31%
AWM
1015
Atticus Wealth Management
Florida
$127K
GSC
1016
G&S Capital
Colorado
$127K +$376 +2 +0.2%
TWA
1017
TCI Wealth Advisors
Arizona
$126K -$47.7K -254 -24%
HWA
1018
Heritage Wealth Advisors
Virginia
$125K -$6.95K -37 -4%
BCA
1019
Berman Capital Advisors
Georgia
$123K +$13K +69 +9%
FP
1020
Financial Perspectives
Minnesota
$117K +$9.77K +52 +7%
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$114K -$19.7K -105 -13%
SAM
1022
S.A. Mason
Michigan
$114K
CIM
1023
Contravisory Investment Management
Massachusetts
$113K +$56.4K +300 +70%
KFI
1024
Key Financial Inc
Pennsylvania
$113K +$132K +702 New
CAN
1025
Claraphi Advisory Network
United States
$110K +$132K +703 New

ECL Hedge Fund Activity: Q1 2020 in Review

1,172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2020, worth a combined $33.9B — down 20% from $42.1B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of ECL and 101 opened new positions — a net loss of 50 holders — while 451 trimmed existing stakes and 471 added.

The largest buyer was DZ Bank, adding an estimated $184M. The largest seller was AllianceBernstein, cutting an estimated $268M.

  • 1,172 institutional investors held Ecolab (ECL) as of Q1 2020, down from 1,240 in Q4 2019.
  • Funds reported $33.9B of Ecolab stock for Q1 2020, down 20% quarter-over-quarter.
  • 101 funds opened new Ecolab positions in Q1 2020 and 151 closed out, a net change of -50 holders.
  • The largest Ecolab buyer in Q1 2020 was DZ Bank, an estimated $184M added.
  • The largest Ecolab seller in Q1 2020 was AllianceBernstein, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2020.