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1,172 hedge funds and large institutions have $33.9B invested in Ecolab in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 471 increasing their positions, 451 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $86.3M | Put options by funds: $79.5M

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 451

0.5% less ownership

Funds ownership: 75.67%75.17% (-0.5%)

5% less funds holding

Funds holding: 1,2401,172 (-68)

18% less funds holding in top 10

Funds holding in top 10: 5142 (-9)

20% less capital invested

Capital invested by funds: $42.1B → $33.9B (-$8.2B)

33% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 151

Holders
1,172
Holders Change
-68
Holders Change %
-5.48%
% of All Funds
25.83%
Holding in Top 10
42
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.65%
% of All Funds
0.93%
New
101
Increased
471
Reduced
451
Closed
151
Calls
$86.3M
Puts
$79.5M
Net Calls
+$6.76M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1126
IAG Wealth Partners
Wisconsin
$13K
AWM
1127
AllSquare Wealth Management
New York
$12K
JWBC
1128
John W. Brooker & Co
California
$12K
FA
1129
Fortis Advisors
Pennsylvania
$10K
CCA
1130
Column Capital Advisors
Indiana
$9K
TL
1131
TrueWealth LLC
Georgia
$8K -$34.8K -185 -77%
RMC
1132
Resources Management Corp
Connecticut
$8K
KC
1133
Knuff & Co
California
$8K +$9.4K +50 New
NEIRG
1134
New England Investment & Retirement Group
Massachusetts
$8K +$9.4K +50 New
CAC
1135
Certified Advisory Corp
Florida
$7K -$15.8K -84 -67%
SIM
1136
Sonora Investment Management
Arizona
$7K -$940 -5 -10%
BAMG
1137
Brand Asset Management Group
Missouri
$7K
GAM
1138
Gemmer Asset Management
California
$7K +$3.76K +20 +87%
MF
1139
Manchester Financial
California
$7K +$8.64K +46 New
GSWM
1140
Golden State Wealth Management
California
$7K +$8.83K +47 New
PFO
1141
Pathstone Family Office
New Jersey
$7K +$8.83K +47 New
WLPWM
1142
Walled Lake Planning & Wealth Management
Illinois
$6K
EWA
1143
Evolution Wealth Advisors
Florida
$6K +$564 +3 +8%
GWS
1144
Glassman Wealth Services
Virginia
$5K -$18K -96 -76%
BWM
1145
BerganKDV Wealth Management
Minnesota
$5K
SWM
1146
Selective Wealth Management
Virginia
$5K
CWM
1147
Cedar Wealth Management
California
$5K +$5.64K +30 New
EWP
1148
Engrave Wealth Partners
Texas
$4K -$9.21K -49 -62%
HIM
1149
Hillsdale Investment Management
Ontario, Canada
$4K
SFA
1150
Semmax Financial Advisors
North Carolina
$4K

ECL Hedge Fund Activity: Q1 2020 in Review

1,172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2020, worth a combined $33.9B — down 20% from $42.1B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of ECL and 101 opened new positions — a net loss of 50 holders — while 451 trimmed existing stakes and 471 added.

The largest buyer was DZ Bank, adding an estimated $184M. The largest seller was AllianceBernstein, cutting an estimated $268M.

  • 1,172 institutional investors held Ecolab (ECL) as of Q1 2020, down from 1,240 in Q4 2019.
  • Funds reported $33.9B of Ecolab stock for Q1 2020, down 20% quarter-over-quarter.
  • 101 funds opened new Ecolab positions in Q1 2020 and 151 closed out, a net change of -50 holders.
  • The largest Ecolab buyer in Q1 2020 was DZ Bank, an estimated $184M added.
  • The largest Ecolab seller in Q1 2020 was AllianceBernstein, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2020.