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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
CS
1326
Cannell & Spears
New York
-$215K -1,150 Closed
NC
1327
NinePointTwo Capital
California
-$213K -1,146 Closed
LWM
1328
LJI Wealth Management
Indiana
-$210K -1,127 Closed
IFWM
1329
Institute for Wealth Management
Colorado
-$209K -1,120 Closed
VPP
1330
Vertex Planning Partners
Illinois
-$208K -1,112 Closed
HG
1331
Harbor Group
New Hampshire
-$207K -1,109 Closed
BC
1332
Burney Company
Virginia
-$206K -1,103 Closed
SWS
1333
SYSTM Wealth Solutions
Illinois
-$206K -1,103 Closed
B
1334
Bellecapital
Switzerland
-$205K -1,100 Closed
EFS
1335
Essex Financial Services
Connecticut
-$205K -1,100 Closed
WA
1336
WBH Advisory
Maryland
-$205K -1,100 Closed
UF
1337
Univest Financial
Pennsylvania
-$204K -1,095 Closed
SWP
1338
Summit Wealth Partners
Florida
-$204K -1,091 Closed
FNT
1339
First Nebraska Trust
Nebraska
-$203K -1,090 Closed
TAM
1340
Tealwood Asset Management
Minnesota
-$203K -1,085 Closed
APP
1341
Avantax Planning Partners
Iowa
-$200K -1,073 Closed
FBC
1342
Fairfield, Bush & Co
Connecticut
-$151K -811 Closed
PIAS
1343
PCA Investment Advisory Services
Ohio
-$100K -538 Closed
CFO
1344
CVA Family Office
Colorado
-$87.4K -468 Closed
SSG
1345
Summit Securities Group
New York
-$60K -324 Closed
DI
1346
Disciplined Investments
Oklahoma
-$48.9K -262 Closed
MAM
1347
Marquette Asset Management
Minnesota
-$46.7K -250 Closed
FPB
1348
First PREMIER Bank
South Dakota
-$37K -200 Closed
MIM
1349
Meridiem Investment Management
United Kingdom
-$34.7K -186 Closed
QL
1350
Quarry LP
New York
-$28.4K -152 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.