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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
PA
1326
Pineridge Advisors
Missouri
$4.56K +$4.14K +23 New
HH
1327
HWG Holdings
Texas
$4.36K
AW
1328
Avion Wealth
Texas
$4K -$5.04K -28 -57%
CIR
1329
Clear Investment Research
Georgia
$3.19K
ECM
1330
Estabrook Capital Management
New York
$3.17K
PWMG
1331
Private Wealth Management Group
New Jersey
$3.17K +$2.88K +16 New
DF
1332
Dunhill Financial
United Kingdom
$3.17K +$2.88K +16 New
WAS
1333
Winch Advisory Services
Wisconsin
$3.03K
RFG
1334
RFP Financial Group
Georgia
$2.91K
VWA
1335
Valued Wealth Advisors
Utah
$2.41K +$2.52K +14 New
SIC
1336
SJS Investment Consulting
Ohio
$2.38K +$180 +1 +9%
DPW
1337
DiNuzzo Private Wealth
Pennsylvania
$2.18K +$1.98K +11 New
HGERS
1338
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.16K +12 New
LIWM
1339
Long Island Wealth Management
New York
$2K +$2.16K +12 New
AIC
1340
Archer Investment Corporation
Indiana
$1.98K
OCM
1341
Orion Capital Management
California
$1.98K
PIS
1342
POM Investment Strategies
North Carolina
$1.98K +$1.8K +10 New
LIM
1343
Longfellow Investment Management
Massachusetts
$1.78K
SWM
1344
Sanctuary Wealth Management
Idaho
$1.78K
MAWCM
1345
Mine & Arao Wealth Creation & Management
California
$1.66K
AFWM
1346
Abich Financial Wealth Management
Virginia
$1.61K +$1.44K +8 New
TCA
1347
Trifecta Capital Advisors
Illinois
$1.59K
NRG
1348
Nemes Rush Group
Michigan
$1.59K +$360 +2 +33%
FRA
1349
Frank Rimerman Advisors
California
$1.59K +$1.44K +8 New
IBOK
1350
Independence Bank of Kentucky
Kentucky
$1.59K +$1.44K +8 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.