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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
FWA
1201
FSC Wealth Advisors
New York
$60.3K
CAM
1202
Close Asset Management
United Kingdom
$60K
Capstone Investment Advisors
1203
Capstone Investment Advisors
New York
$58.7K -$1.56M -8,667 -97%
VCM
1204
Versant Capital Management
Arizona
$57.1K -$1.08K -6 -2%
GWS
1205
Glassman Wealth Services
Virginia
$56.1K -$180 -1 -0.4%
MSWM
1206
McGlone Suttner Wealth Management
Wisconsin
$54.2K +$49.1K +273 New
CAS
1207
Coppell Advisory Solutions
Texas
$52.1K +$30.2K +168 +179%
AGWCA
1208
Annis Gardner Whiting Capital Advisors
Florida
$51.5K +$3.42K +19 +8%
EWA
1209
EverSource Wealth Advisors
Alabama
$49.8K -$1.8K -10 -4%
MIA
1210
MeadowBrook Investment Advisors
Michigan
$49.6K +$45K +250 New
BSB
1211
Bangor Savings Bank
Maine
$49.4K
TCWA
1212
Turtle Creek Wealth Advisors
Texas
$49.2K +$44.6K +248 New
OAJ
1213
Ogorek Anthony Joseph
New York
$49K
FCA
1214
FinTrust Capital Advisors
South Carolina
$48K -$899 -5 -2%
FMB
1215
Field & Main Bank
Kentucky
$47.6K +$7.19K +40 +20%
RA
1216
Rational Advisors
New York
$47.4K -$13.3K -74 -24%
OCM
1217
Osterweis Capital Management
California
$46.6K
OC
1218
Oakworth Capital
Alabama
$46K -$11.2K -62 -21%
HDIM
1219
Hanson & Doremus Investment Management
Vermont
$44K
FG
1220
Fairman Group
Pennsylvania
$43.6K +$39.6K +220 New
SA
1221
Scarborough Advisors
Maryland
$41.9K +$37.9K +211 New
DMBA
1222
Deseret Mutual Benefit Administrators
Utah
$41.5K -$17.4K -97 -32%
MA
1223
MCF Advisors
Kentucky
$41.4K +$11.2K +62 +42%
CCA
1224
Catalyst Capital Advisors
New York
$40.7K -$5.93K -33 -14%
MRC
1225
Millburn Ridgefield Corp
New York
$40.7K -$5.93K -33 -14%

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.