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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
CTC
1001
Central Trust Company
Missouri
$399K -$24K -113 -6%
CC
1002
Corton Capital
Ontario, Canada
$399K +$148K +696 +67%
KWA
1003
Kingswood Wealth Advisors
California
$397K +$3.82K +18 +1%
UF
1004
Univest Financial
Pennsylvania
$396K +$84K +396 +30%
FFM
1005
Fullerton Fund Management
Singapore
$396K +$363K +1,713 New
LL
1006
LWMG LLC
Minnesota
$394K +$848 +4 +0.2%
SWM
1007
Segment Wealth Management
Texas
$394K -$10.6K -50 -3%
PTC
1008
Private Trust Company
Ohio
$389K +$18.4K +87 +5%
LRIC
1009
Long Road Investment Counsel
Michigan
$388K
FH
1010
FWG Holdings
Florida
$388K +$2.12K +10 +0.6%
H
1011
HoyleCohen
California
$387K
AC
1012
AlphaCore Capital
California
$386K +$354K +1,668 New
CPA
1013
Capital Planning Advisors
California
$385K -$10.4K -49 -3%
SWM
1014
SeaCrest Wealth Management
New York
$380K +$30.1K +142 +9%
VAM
1015
Verity Asset Management
North Carolina
$380K +$1.91K +9 +0.6%
SMA
1016
Sage Mountain Advisors
Georgia
$377K +$91.2K +430 +36%
VFA
1017
Valeo Financial Advisors
Indiana
$376K +$1.91K +9 +0.5%
AF
1018
Advisornet Financial
Minnesota
$375K -$3.25M -15,347 -90%
AF
1019
Allworth Financial
California
$373K -$212 -1 -0.1%
AL
1020
Aspiriant LLC
California
$372K -$2.76K -13 -0.8%
NW
1021
NewEdge Wealth
Pennsylvania
$372K +$84.6K +399 +32%
SIC
1022
SFE Investment Counsel
California
$372K
JAG
1023
Journey Advisory Group
Kentucky
$369K
IP
1024
Isthmus Partners
Wisconsin
$367K
AG
1025
AIA Group
Hong Kong
$366K -$221K -1,042 -40%

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.