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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
LFASL
1276
Lugano Financial Advisors SA (LFA)
Switzerland
$17.3K
RG
1277
Richelieu Gestion
France
$17K +$15.3K +85 New
ATC
1278
Adirondack Trust Company
New York
$16.9K
PO
1279
Private Ocean
California
$16.5K -$29.1K -162 -66%
EIM
1280
Essex Investment Management
Massachusetts
$16.5K
Cohen & Steers
1281
Cohen & Steers
New York
$16K
WIM
1282
Westside Investment Management
California
$15.9K
FFA
1283
Frazier Financial Advisors
Ohio
$15.7K +$14.2K +79 New
GWSG
1284
GPS Wealth Strategies Group
Colorado
$15.5K
CTWM
1285
Cherry Tree Wealth Management
Minnesota
$15.3K
CPG
1286
Cornerstone Planning Group
New Jersey
$15.1K -$1.44K -8 -10%
AWM
1287
AllSquare Wealth Management
New York
$15.1K
TFA
1288
Transamerica Financial Advisors
Florida
$15K +$1.62K +9 +14%
EBA
1289
Eagle Bay Advisors
New York
$14.9K -$92.6K -515 -87%
SC
1290
Steph & Co
Wisconsin
$14.7K
GTAM
1291
Global Trust Asset Management
Florida
$14.5K
FMP
1292
Financial Management Professionals
Texas
$14K
RIM
1293
Rockbridge Investment Management
New York
$13.7K +$12.4K +69 New
NMG
1294
New Millennium Group
Utah
$13.5K
BIA
1295
Bell Investment Advisors
California
$13.1K +$180 +1 +2%
DWM
1296
Dogwood Wealth Management
Kansas
$12.7K +$11.5K +64 New
EWP
1297
Elevation Wealth Partners
California
$12.7K
AWM
1298
Abound Wealth Management
Tennessee
$12.3K +$1.8K +10 +19%
EC
1299
EntryPoint Capital
New York
$12.3K +$11.2K +62 New
FWM
1300
FSA Wealth Management
Massachusetts
$12K +$11K +61 New

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.