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1,240 hedge funds and large institutions have $42.1B invested in Ecolab in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 461 increasing their positions, 435 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 71

5% more funds holding

Funds holding: 1,1791,240 (+61)

6% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 435

0.15% less ownership

Funds ownership: 75.83%75.67% (-0.15%)

3% less capital invested

Capital invested by funds: $43.2B → $42.1B (-$1.11B)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

18% less call options, than puts

Call options by funds: $111M | Put options by funds: $135M

Holders
1,240
Holders Change
+61
Holders Change %
+5.17%
% of All Funds
24.43%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1%
New
153
Increased
461
Reduced
435
Closed
71
Calls
$111M
Puts
$135M
Net Calls
-$24.1M
Net Calls Change
-$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1151
Tobias Financial Advisors
Florida
$38K +$38K +200 New
JFGIW
1152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K -$382K -2,014 -91%
FPFS
1153
First Personal Financial Services
North Carolina
$37K -$11K -58 -23%
PO
1154
Private Ocean
California
$37K
TF
1155
TimeScale Financial
Massachusetts
$37K
LWA
1156
Lenox Wealth Advisors
New York
$34K
RCA
1157
Ranch Capital Advisors
Florida
$34K +$33.6K +177 New
OAJ
1158
Ogorek Anthony Joseph
New York
$33K
TFO
1159
Tarbox Family Office
California
$33K +$1.33K +7 +4%
EWM
1160
EPG Wealth Management
Georgia
$33K +$32.3K +170 New
PA
1161
Procyon Advisors
Connecticut
$33K +$32.3K +170 New
SWM
1162
Sugarloaf Wealth Management
Georgia
$31K +$30.2K +159 New
HH
1163
HWG Holdings
Texas
$30K -$161K -847 -84%
SLF
1164
Sun Life Financial
Ontario, Canada
$29K -$10.8K -57 -28%
FWM
1165
Focused Wealth Management
New York
$29K
LWM
1166
Liberty Wealth Management
California
$29K +$1.33K +7 +5%
CP
1167
Corbenic Partners
Pennsylvania
$29K +$28.1K +148 New
AA
1168
Advisory Alpha
Michigan
$28.7K -$2.09K -11 -7%
VFA
1169
Valeo Financial Advisors
Indiana
$28K
PCIA
1170
Prime Capital Investment Advisors
Kansas
$24K -$19K -100 -44%
CAC
1171
Certified Advisory Corp
Florida
$24K
GWS
1172
Glassman Wealth Services
Virginia
$24K +$569 +3 +2%
FPS
1173
Fieldpoint Private Securities
Connecticut
$24K +$7.21K +38 +44%
ACM
1174
Anfield Capital Management
California
$24K +$21.6K +114 New
SL
1175
Savior LLC
Massachusetts
$24K +$23.5K +124 New

ECL Hedge Fund Activity: Q4 2019 in Review

1,240 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2019, worth a combined $42.1B — down 2.6% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ECL positions and 71 closed out — a net gain of 82 holders — while 461 added to existing stakes and 435 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Morgan Stanley, cutting an estimated $879M.

  • 1,240 institutional investors held Ecolab (ECL) as of Q4 2019, up from 1,179 in Q3 2019.
  • Funds reported $42.1B of Ecolab stock for Q4 2019, down 2.6% quarter-over-quarter.
  • 153 funds opened new Ecolab positions in Q4 2019 and 71 closed out, a net change of +82 holders.
  • The largest Ecolab buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Ecolab seller in Q4 2019 was Morgan Stanley, an estimated $879M sold.

Based on aggregated 13F filings for Q4 2019.