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1,242 hedge funds and large institutions have $42.7B invested in Ecolab in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 438 increasing their positions, 492 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 74

31% more funds holding in top 10

Funds holding in top 10: 4255 (+13)

26% more capital invested

Capital invested by funds: $33.9B → $42.7B (+$8.83B)

6% more funds holding

Funds holding: 1,1721,242 (+70)

0.3% more ownership

Funds ownership: 75.17%75.47% (+0.3%)

11% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 492

20% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $57M

Holders
1,242
Holders Change
+70
Holders Change %
+5.97%
% of All Funds
25.47%
Holding in Top 10
55
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.95%
% of All Funds
1.13%
New
153
Increased
438
Reduced
492
Closed
74
Calls
$45.8M
Puts
$57M
Net Calls
-$11.2M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1001
StrongBox Wealth
Missouri
$265K +$4.45K +23 +2%
DJSG
1002
D.J. St. Germain
Massachusetts
$265K +$8.33K +43 +3%
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$265K +$228K +1,177 +754%
FAIM
1004
Financial Advocates Investment Management
Washington
$263K +$256K +1,323 New
TA
1005
Tiedemann Advisors
New York
$262K -$5.42K -28 -2%
CCA
1006
Conestoga Capital Advisors
Pennsylvania
$262K
MFG
1007
Merit Financial Group
Georgia
$262K
RWP
1008
RWA Wealth Partners
Massachusetts
$259K +$252K +1,300 New
CM
1009
Capital Management
Virginia
$256K
CLOS
1010
Compagnie Lombard Odier SCmA
Switzerland
$256K
PWAP
1011
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
AWM
1012
Aries Wealth Management
Maine
$255K +$248K +1,281 New
PVWM
1013
Point View Wealth Management
New Jersey
$255K +$248K +1,281 New
AAP
1014
Arax Advisory Partners
Colorado
$253K +$86.9K +449 +55%
GSWM
1015
Golden State Wealth Management
California
$253K +$237K +1,226 +2,609%
NB
1016
Nicolet Bankshares
Wisconsin
$252K +$245K +1,265 New
ST
1017
Smithfield Trust
Pennsylvania
$251K +$31.2K +161 +15%
BHTS
1018
Bar Harbor Trust Services
Maine
$251K +$244K +1,262 New
CWP
1019
CFM Wealth Partners
Texas
$250K -$31.9K -165 -12%
HSA
1020
HBK Sorce Advisory
Pennsylvania
$250K +$243K +1,256 New
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$249K +$37.2K +192 +18%
BC
1022
Bartlett & Co
Ohio
$249K +$37.2K +192 +18%
OWM
1023
Orgel Wealth Management
Wisconsin
$249K +$242K +1,250 New
LFAS
1024
Level Four Advisory Services
Texas
$248K +$233K +1,201 New
VCM
1025
Vigilant Capital Management
Maine
$247K +$240K +1,241 New

ECL Hedge Fund Activity: Q2 2020 in Review

1,242 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q2 2020, worth a combined $42.7B — up 26% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ECL positions and 74 closed out — a net gain of 79 holders — while 438 added to existing stakes and 492 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $327M. The largest seller was Vanguard Group, cutting an estimated $232M.

  • 1,242 institutional investors held Ecolab (ECL) as of Q2 2020, up from 1,172 in Q1 2020.
  • Funds reported $42.7B of Ecolab stock for Q2 2020, up 26% quarter-over-quarter.
  • 153 funds opened new Ecolab positions in Q2 2020 and 74 closed out, a net change of +79 holders.
  • The largest Ecolab buyer in Q2 2020 was Royal Bank of Canada, an estimated $327M added.
  • The largest Ecolab seller in Q2 2020 was Vanguard Group, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2020.