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1,258 hedge funds and large institutions have $36.6B invested in Ecolab in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 486 increasing their positions, 451 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $162M | Put options by funds: $128M

8% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 451

0.15% less ownership

Funds ownership: 75.54%75.38% (-0.15%)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

2% less funds holding

Funds holding: 1,2801,258 (-22)

9% less capital invested

Capital invested by funds: $40.1B → $36.6B (-$3.52B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,258
Holders Change
-22
Holders Change %
-1.72%
% of All Funds
19.97%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
97
Increased
486
Reduced
451
Closed
106
Calls
$162M
Puts
$128M
Net Calls
+$33.3M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1026
Integrated Wealth Concepts
Massachusetts
$217K +$18.6K +102 +9%
HTC
1027
Haverford Trust Company
Pennsylvania
$216K -$283K -1,556 -55%
CMBA
1028
C.M. Bidwell & Associates
Hawaii
$216K +$99.7K +548 +75%
EWM
1029
Evermay Wealth Management
Virginia
$216K +$7.28K +40 +3%
VAS
1030
Vestmark Advisory Solutions
Massachusetts
$215K -$2M -10,986 -90%
PCM
1031
Prelude Capital Management
New York
$214K +$230K +1,265 New
TA
1032
TKG Advisors
Indiana
$213K +$182 +1 +0.1%
RIG
1033
Renaissance Investment Group
Massachusetts
$213K
BDFN
1034
Bond & Devick Financial Network
Minnesota
$212K
BTWM
1035
Baker Tilly Wealth Management
Wisconsin
$211K -$298K -1,639 -57%
CM
1036
Capital Management
Virginia
$211K
T
1037
TOBAM
France
$210K -$546 -3 -0.2%
NAS
1038
Nicolet Advisory Services
Wisconsin
$208K +$224K +1,229 New
IA
1039
IAM Advisory
Pennsylvania
$206K +$221K +1,217 New
CFA
1040
CWS Financial Advisors
Michigan
$206K -$6.37K -35 -3%
GS
1041
GTS Securities
New York
$206K -$375K -2,063 -63%
CPIG
1042
Chicago Partners Investment Group
Illinois
$205K -$17.8K -98 -7%
KFA
1043
Kapstone Financial Advisors
Ohio
$205K
AWC
1044
Adamsbrown Wealth Consultants
Kansas
$205K
RZH
1045
Relyea Zuckerberg Hanson
Connecticut
$205K -$20.9K -115 -9%
EAM
1046
Empirical Asset Management
Massachusetts
$205K
HC
1047
Hamilton Capital
Ohio
$204K +$364 +2 +0.2%
SMA
1048
Sage Mountain Advisors
Georgia
$203K +$2.18K +12 +1%
PL
1049
Parthenon LLC
Kentucky
$203K
BBA
1050
Braun-Bostich & Associates
Pennsylvania
$203K +$218K +1,199 New

ECL Hedge Fund Activity: Q3 2023 in Review

1,258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q3 2023, worth a combined $36.6B — down 8.8% from $40.1B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ECL and 97 opened new positions — a net loss of 9 holders — while 451 trimmed existing stakes and 486 added.

The largest buyer was Ameriprise, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $413M.

  • 1,258 institutional investors held Ecolab (ECL) as of Q3 2023, down from 1,280 in Q2 2023.
  • Funds reported $36.6B of Ecolab stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 97 funds opened new Ecolab positions in Q3 2023 and 106 closed out, a net change of -9 holders.
  • The largest Ecolab buyer in Q3 2023 was Ameriprise, an estimated $164M added.
  • The largest Ecolab seller in Q3 2023 was Wellington Management Group, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2023.