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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
SAI
1176
Savvy Advisors Inc
New York
$220K +$202K +954 New
WP
1177
WMS Partners
Maryland
$220K +$202K +954 New
BOM
1178
Bank of Marin
California
$220K -$32.9K -155 -14%
LWM
1179
LJI Wealth Management
Indiana
$220K +$202K +953 New
AWM
1180
Angeles Wealth Management
California
$220K +$202K +952 New
SCM
1181
Schnieders Capital Management
California
$219K +$201K +949 New
BMMM
1182
Boston Mountain Money Management
Arkansas
$219K +$201K +949 New
NAS
1183
Nicolet Advisory Services
Wisconsin
$219K +$206K +970 New
TF
1184
Tompkins Financial
New York
$219K -$58.3K -275 -23%
NRS
1185
Neville Rodie & Shaw
New York
$218K +$200K +942 New
FAG
1186
Fortitude Advisory Group
Washington
$217K +$199K +938 New
SP
1187
Symmetry Partners
Connecticut
$215K +$198K +933 New
MAM
1188
Magellan Asset Management
Australia
$214K -$23.7K -112 -11%
NG
1189
Norden Group
Utah
$214K +$196K +925 New
MCC
1190
Malaga Cove Capital
California
$213K +$196K +922 New
LC
1191
LCNB Corp
Ohio
$211K +$194K +915 New
AWM
1192
Aprio Wealth Management
Georgia
$211K +$194K +914 New
OC
1193
Oakworth Capital
Alabama
$210K +$144K +677 +292%
CA
1194
Commerzbank Aktiengesellschaft
Germany
$209K -$110K -517 -36%
AIA
1195
Allied Investment Advisors
Montana
$209K +$191K +903 New
RCM
1196
Radnor Capital Management
Pennsylvania
$208K +$191K +900 New
APP
1197
Avantax Planning Partners
Iowa
$208K +$191K +900 New
AT
1198
Avalon Trust
New Mexico
$208K
IF
1199
Integrity Financial
Wyoming
$208K +$191K +900 New
AWA
1200
Aaron Wealth Advisors
Illinois
$205K +$188K +888 New

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.