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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
PK
1176
Pflug Koory
Nebraska
$99.2K
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.4K
SWM
1178
Spire Wealth Management
Virginia
$95.1K -$14.7K -82 -15%
ECM
1179
Elgethun Capital Management
South Dakota
$93.7K
DCBT
1180
Dakota Community Bank & Trust
North Dakota
$92.4K +$4.68K +26 +6%
SNB
1181
Security National Bank
Nebraska
$89.3K +$80.9K +450 New
TWM
1182
Tradition Wealth Management
Minnesota
$89K +$1.26K +7 +2%
MHR
1183
Matthew Hamilton Rosenberg
$88.1K
BTI
1184
Blue Trust Inc
Georgia
$86K +$56.1K +312 +158%
CP
1185
Castleview Partners
Texas
$81.9K +$540 +3 +0.7%
CFO
1186
CVA Family Office
Colorado
$81.9K +$74.3K +413 New
CTB
1187
Country Trust Bank
Illinois
$81.1K +$1.62K +9 +2%
NFSG
1188
Newbridge Financial Services Group
Florida
$81.1K +$14.2K +79 +24%
BSC
1189
Brown Shipley & Co
United Kingdom
$76.6K -$250K -1,390 -78%
JWA
1190
JFS Wealth Advisors
Pennsylvania
$76.4K +$1.8K +10 +3%
GEA
1191
Glen Eagle Advisors
New Jersey
$74.6K -$23.4K -130 -26%
CFGS
1192
Concourse Financial Group Securities
Alabama
$74.4K -$540 -3 -0.8%
LB
1193
Legacy Bridge
Iowa
$74.4K
CB
1194
CNB Bank
Pennsylvania
$69.4K
HFS
1195
Hantz Financial Services
Michigan
$66K
HIA
1196
Harbor Investment Advisory
Maryland
$65.9K
CBT
1197
Central Bank & Trust
Kentucky
$65.5K
SOW
1198
State of Wyoming
Wyoming
$64.9K +$57.4K +319 +3,988%
PPC
1199
Park Place Capital
Alabama
$61.9K -$69.2K -385 -55%
PAG
1200
Paladin Advisory Group
Iowa
$61.3K

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.