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1,258 hedge funds and large institutions have $36.6B invested in Ecolab in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 486 increasing their positions, 451 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $162M | Put options by funds: $128M

8% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 451

0.15% less ownership

Funds ownership: 75.54%75.38% (-0.15%)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

2% less funds holding

Funds holding: 1,2801,258 (-22)

9% less capital invested

Capital invested by funds: $40.1B → $36.6B (-$3.52B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
1,258
Holders Change
-22
Holders Change %
-1.72%
% of All Funds
19.97%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
97
Increased
486
Reduced
451
Closed
106
Calls
$162M
Puts
$128M
Net Calls
+$33.3M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Circle Wealth Management
New Jersey
-$392K -2,099 Closed
BBI
1302
Baxter Bros Inc
Connecticut
-$373K -2,000 Closed
SP
1303
Symmetry Partners
Connecticut
-$358K -1,919 Closed
ISB
1304
Iowa State Bank
Iowa
-$330K -1,769 Closed
YC
1305
Yarbrough Capital
Tennessee
-$315K -1,688 Closed
SA
1306
SL Advisors
New Jersey
-$291K -1,602 Closed
PA
1307
PFG Advisors
Arizona
-$287K -1,535 Closed
WP
1308
WMS Partners
Maryland
-$270K -1,444 Closed
VV
1309
Verity & Verity
South Carolina
-$263K -1,409 Closed
CMF
1310
Counterpoint Mutual Funds
California
-$258K -1,384 Closed
SXL
1311
Summit X LLC
Missouri
-$253K -1,356 Closed
IIC
1312
Integrated Investment Consultants
Michigan
-$246K -1,320 Closed
SIA
1313
SkyView Investment Advisors
New Jersey
-$240K -1,283 Closed
IA
1314
Insight Advisors
Pennsylvania
-$236K -1,265 Closed
TW
1315
Transform Wealth
Colorado
-$237K -1,265 Closed
LC
1316
LCNB Corp
Ohio
-$231K -1,239 Closed
FAG
1317
Fortitude Advisory Group
Washington
-$231K -1,238 Closed
PL
1318
Plancorp LLC
Missouri
-$226K -1,210 Closed
EP
1319
Eudaimonia Partners
Tennessee
-$223K -1,192 Closed
BFP
1320
Beacon Financial Planning
Massachusetts
-$220K -1,178 Closed
SF
1321
Summit Financial
New Jersey
-$220K -1,173 Closed
ILI
1322
Invesco LLC (Illinois)
Illinois
-$218K -1,170 Closed
FWM
1323
FFT Wealth Management
Pennsylvania
-$218K -1,167 Closed
FA
1324
Fiduciary Alliance
South Carolina
-$218K -1,165 Closed
TCA
1325
Transcend Capital Advisors
New Jersey
-$216K -1,157 Closed

ECL Hedge Fund Activity: Q3 2023 in Review

1,258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q3 2023, worth a combined $36.6B — down 8.8% from $40.1B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ECL and 97 opened new positions — a net loss of 9 holders — while 451 trimmed existing stakes and 486 added.

The largest buyer was Ameriprise, adding an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $413M.

  • 1,258 institutional investors held Ecolab (ECL) as of Q3 2023, down from 1,280 in Q2 2023.
  • Funds reported $36.6B of Ecolab stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 97 funds opened new Ecolab positions in Q3 2023 and 106 closed out, a net change of -9 holders.
  • The largest Ecolab buyer in Q3 2023 was Ameriprise, an estimated $164M added.
  • The largest Ecolab seller in Q3 2023 was Wellington Management Group, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2023.