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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
OPA
1076
Old Port Advisors
Maine
$233K +$211K +1,175 New
ST
1077
Smithfield Trust
Pennsylvania
$233K -$58.8K -327 -22%
HCM
1078
Hengehold Capital Management
Ohio
$233K -$38.1K -212 -15%
PFGIA
1079
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$211K +1,172 New
Jones Financial Companies
1080
Jones Financial Companies
Missouri
$232K +$87.2K +485 +71%
FA
1081
Fiduciary Alliance
South Carolina
$231K +$210K +1,165 New
VV
1082
Verity & Verity
South Carolina
$230K +$208K +1,159 New
IA
1083
Insight Advisors
Pennsylvania
$229K +$208K +1,156 New
CS
1084
Cannell & Spears
New York
$228K +$207K +1,150 New
LNB
1085
Ledyard National Bank
$227K -$46.8K -260 -19%
PL
1086
Plancorp LLC
Missouri
$227K +$205K +1,142 New
BFP
1087
Beacon Financial Planning
Massachusetts
$226K +$205K +1,141 New
VPP
1088
Vertex Planning Partners
Illinois
$223K +$202K +1,123 New
EFS
1089
Essex Financial Services
Connecticut
$222K +$201K +1,118 New
BTWM
1090
Baker Tilly Wealth Management
Wisconsin
$221K -$23.6K -131 -11%
IFWM
1091
Institute for Wealth Management
Colorado
$221K +$200K +1,114 New
CWP
1092
Concord Wealth Partners
Virginia
$220K -$12K -67 -6%
BOM
1093
Bank of Marin
California
$220K -$41.5K -231 -17%
HG
1094
Harbor Group
New Hampshire
$220K +$199K +1,109 New
Wolverine Trading
1095
Wolverine Trading
Illinois
$220K +$199K +1,109 New
PCM
1096
Prelude Capital Management
New York
$220K -$28.2K -157 -12%
B
1097
Bellecapital
Switzerland
$218K +$198K +1,100 New
WA
1098
WBH Advisory
Maryland
$218K +$198K +1,100 New
CB
1099
Community Bank
New York
$218K
WAP
1100
Wealthcare Advisory Partners
Pennsylvania
$217K +$197K +1,094 New

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.