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1,360 hedge funds and large institutions have $44.1B invested in Ecolab in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 447 increasing their positions, 527 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $36.6B → $44.1B (+$7.48B)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

8% more funds holding

Funds holding: 1,2581,360 (+102)

2.61% more ownership

Funds ownership: 75.38%77.99% (+2.6%)

15% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 527

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $143M

Holders
1,360
Holders Change
+102
Holders Change %
+8.11%
% of All Funds
19.83%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
189
Increased
447
Reduced
527
Closed
70
Calls
$105M
Puts
$143M
Net Calls
-$38.5M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1051
Boit C.F. David
$252K +$144K +800 +165%
SF
1052
Summit Financial
New Jersey
$252K +$227K +1,265 New
TA
1053
TKG Advisors
Indiana
$250K +$360 +2 +0.2%
RIG
1054
Renaissance Investment Group
Massachusetts
$249K
CM
1055
Capital Management
Virginia
$247K
T
1056
TOBAM
France
$246K
NW
1057
NewEdge Wealth
Pennsylvania
$246K -$7.55K -42 -3%
FWM
1058
FFT Wealth Management
Pennsylvania
$246K +$223K +1,239 New
HA
1059
Harfst & Associates
Wyoming
$245K -$2.05M -11,414 -90%
VAS
1060
Vestmark Advisory Solutions
Massachusetts
$244K -$7.01K -39 -3%
HC
1061
Hamilton Capital
Ohio
$243K +$3.24K +18 +1%
TF
1062
Tompkins Financial
New York
$242K -$14K -78 -6%
ABC
1063
Associated Banc-Corp
Wisconsin
$242K +$220K +1,222 New
SSW
1064
Smith Shellnut Wilson
Mississippi
$241K -$69.2K -385 -24%
EWM
1065
Echo Wealth Management
Minnesota
$240K -$54K -300 -20%
AWC
1066
Adamsbrown Wealth Consultants
Kansas
$240K
EAM
1067
Empirical Asset Management
Massachusetts
$240K
SMA
1068
Sage Mountain Advisors
Georgia
$238K +$180 +1 +0.1%
DM
1069
Deerfield Management
New York
$238K +$216K +1,202 New
RSWA
1070
Robinson Smith Wealth Advisors
Maine
$238K +$216K +1,201 New
AP
1071
Atwood & Palmer
Missouri
$238K -$20.1K -112 -9%
TCBWMS
1072
Texas Capital Bank Wealth Management Services
Texas
$236K +$180 +1 +0.1%
IA
1073
IAM Advisory
Pennsylvania
$235K -$5.39K -30 -2%
PL
1074
Parthenon LLC
Kentucky
$235K -$3.06K -17 -1%
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$233K -$28.8K -160 -12%

ECL Hedge Fund Activity: Q4 2023 in Review

1,360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2023, worth a combined $44.1B — up 20% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new ECL positions and 70 closed out — a net gain of 119 holders — while 447 added to existing stakes and 527 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.09B. The largest seller was Wellington Management Group, cutting an estimated $309M.

  • 1,360 institutional investors held Ecolab (ECL) as of Q4 2023, up from 1,258 in Q3 2023.
  • Funds reported $44.1B of Ecolab stock for Q4 2023, up 20% quarter-over-quarter.
  • 189 funds opened new Ecolab positions in Q4 2023 and 70 closed out, a net change of +119 holders.
  • The largest Ecolab buyer in Q4 2023 was Morgan Stanley, an estimated $1.09B added.
  • The largest Ecolab seller in Q4 2023 was Wellington Management Group, an estimated $309M sold.

Based on aggregated 13F filings for Q4 2023.