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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
RIA
1101
Realta Investment Advisors
Delaware
$217K +$197K +1,094 New
SWP
1102
Summit Wealth Partners
Florida
$216K +$196K +1,091 New
FNT
1103
First Nebraska Trust
Nebraska
$216K +$196K +1,090 New
TAM
1104
Tealwood Asset Management
Minnesota
$215K +$195K +1,085 New
HSA
1105
HBK Sorce Advisory
Pennsylvania
$214K +$194K +1,080 New
ILI
1106
Invesco LLC (Illinois)
Illinois
$213K +$193K +1,075 New
KP
1107
Keel Point
Alabama
$213K +$193K +1,073 New
DWM
1108
Drive Wealth Management
Utah
$211K +$191K +1,062 New
TW
1109
Transform Wealth
Colorado
$211K +$190K +1,059 New
ACM
1110
Arcataur Capital Management
Wisconsin
$210K +$190K +1,059 New
BFG
1111
Berger Financial Group
Minnesota
$210K -$97.5K -542 -34%
UCB
1112
United Community Bank
South Carolina
$209K -$8.09K -45 -4%
FFM
1113
Forum Financial Management
Illinois
$209K +$189K +1,052 New
SBCM
1114
Silverberg Bernstein Capital Management
New York
$209K +$189K +1,052 New
GL
1115
Gerber LLC
Ohio
$208K +$189K +1,050 New
PFA
1116
Pure Financial Advisors
California
$207K +$188K +1,045 New
MCM
1117
Manchester Capital Management
Vermont
$207K +$36.7K +204 +24%
TFIPS
1118
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K +$187K +1,040 New
MAM
1119
Magellan Asset Management
Australia
$206K
MWM
1120
Mattern Wealth Management
Kansas
$205K +$186K +1,035 New
CAGAS
1121
Capital Advisory Group Advisory Services
Minnesota
$205K +$186K +1,034 New
FFP
1122
FourThought Financial Partners
Florida
$205K -$133K -741 -42%
RCG
1123
Regatta Capital Group
California
$205K +$186K +1,033 New
CC
1124
Corton Capital
Ontario, Canada
$205K +$186K +1,032 New
MOS
1125
MGO One Seven
Ohio
$205K +$186K +1,032 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.