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1,423 hedge funds and large institutions have $50B invested in Ecolab in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 459 increasing their positions, 575 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 74

89% more call options, than puts

Call options by funds: $207M | Put options by funds: $110M

13% more capital invested

Capital invested by funds: $44.1B → $50B (+$5.87B)

5% more funds holding

Funds holding: 1,3601,423 (+63)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2.13% less ownership

Funds ownership: 77.99%75.86% (-2.1%)

20% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 575

Holders
1,423
Holders Change
+63
Holders Change %
+4.63%
% of All Funds
20.5%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
155
Increased
459
Reduced
575
Closed
74
Calls
$207M
Puts
$110M
Net Calls
+$97.4M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1126
Catalyst Funds Management
Australia
$254K +$233K +1,100 New
TIA
1127
Tandem Investment Advisors
South Carolina
$253K -$447K -2,106 -66%
MWM
1128
Mattern Wealth Management
Kansas
$253K +$12.7K +60 +6%
SWP
1129
Summit Wealth Partners
Florida
$252K
FNT
1130
First Nebraska Trust
Nebraska
$252K
HSA
1131
HBK Sorce Advisory
Pennsylvania
$252K +$2.12K +10 +0.9%
TAM
1132
Tealwood Asset Management
Minnesota
$251K
IFWM
1133
Institute for Wealth Management
Colorado
$251K -$5.94K -28 -3%
SPI
1134
Sutton Place Investors
New York
$251K +$230K +1,085 New
SIA
1135
Schechter Investment Advisors
Michigan
$248K +$228K +1,073 New
FTWA
1136
Fifth Third Wealth Advisors
Ohio
$247K +$226K +1,068 New
BL
1137
Balentine LLC
Georgia
$245K +$225K +1,060 New
ACM
1138
Arcataur Capital Management
Wisconsin
$245K
FFM
1139
Forum Financial Management
Illinois
$243K
SBCM
1140
Silverberg Bernstein Capital Management
New York
$243K
RIA
1141
Realta Investment Advisors
Delaware
$243K -$9.12K -43 -4%
GL
1142
Gerber LLC
Ohio
$242K
HHRDM
1143
H&H Retirement Design & Management
Nevada
$242K +$234K +1,104 New
FA
1144
Faithward Advisors
Pennsylvania
$242K +$222K +1,048 New
UCB
1145
United Community Bank
South Carolina
$242K -$2.12K -10 -0.9%
TFIPS
1146
Towarzystwo Funduszy Inwestycyjnych PZU SA
$240K
RCG
1147
Regatta Capital Group
California
$239K +$636 +3 +0.3%
CAGAS
1148
Capital Advisory Group Advisory Services
Minnesota
$239K
BBA
1149
Braun-Bostich & Associates
Pennsylvania
$237K -$73.4K -346 -25%
ILI
1150
Invesco LLC (Illinois)
Illinois
$237K -$10.6K -50 -5%

ECL Hedge Fund Activity: Q1 2024 in Review

1,423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2024, worth a combined $50B — up 13% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ECL positions and 74 closed out — a net gain of 81 holders — while 459 added to existing stakes and 575 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $183M. The largest seller was Morgan Stanley, cutting an estimated $1.22B.

  • 1,423 institutional investors held Ecolab (ECL) as of Q1 2024, up from 1,360 in Q4 2023.
  • Funds reported $50B of Ecolab stock for Q1 2024, up 13% quarter-over-quarter.
  • 155 funds opened new Ecolab positions in Q1 2024 and 74 closed out, a net change of +81 holders.
  • The largest Ecolab buyer in Q1 2024 was First Trust Advisors, an estimated $183M added.
  • The largest Ecolab seller in Q1 2024 was Morgan Stanley, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2024.