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1,423 hedge funds and large institutions have $50B invested in Ecolab in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 459 increasing their positions, 575 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 74

89% more call options, than puts

Call options by funds: $207M | Put options by funds: $110M

13% more capital invested

Capital invested by funds: $44.1B → $50B (+$5.87B)

5% more funds holding

Funds holding: 1,3601,423 (+63)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2.13% less ownership

Funds ownership: 77.99%75.86% (-2.1%)

20% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 575

Holders
1,423
Holders Change
+63
Holders Change %
+4.63%
% of All Funds
20.5%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
155
Increased
459
Reduced
575
Closed
74
Calls
$207M
Puts
$110M
Net Calls
+$97.4M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1351
Financial Management Professionals
Texas
$17K +$636 +3 +4%
GTAM
1352
Global Trust Asset Management
Florida
$16.9K
TFA
1353
Transamerica Financial Advisors
Florida
$16K -$1.91K -9 -12%
BIA
1354
Bell Investment Advisors
California
$15.7K +$424 +2 +3%
FPFS
1355
First Personal Financial Services
North Carolina
$15.5K -$13.8K -65 -49%
AWM
1356
Abound Wealth Management
Tennessee
$14.9K +$636 +3 +5%
DWM
1357
Dogwood Wealth Management
Kansas
$14.8K
SWM
1358
Sugarloaf Wealth Management
Georgia
$14.1K -$22.1K -104 -63%
FWM
1359
FSA Wealth Management
Massachusetts
$14.1K
GJIA
1360
Glass Jacobson Investment Advisors
Maryland
$13.9K
IFAM
1361
Institutional & Family Asset Management
Colorado
$12K
WWM
1362
Wolff Wiese Magana
California
$12K
NOI
1363
Newton One Investments
Delaware
$11.7K +$212 +1 +2%
JFGIW
1364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.6K
PWMG
1365
Prestige Wealth Management Group
New Jersey
$11.6K
GBT
1366
Grove Bank & Trust
Florida
$10.9K
CFD
1367
Creative Financial Designs
Indiana
$10.6K -$21.2K -100 -68%
OA
1368
Operose Advisors
Wisconsin
$10.6K +$212 +1 +2%
CPG
1369
Cornerstone Planning Group
New Jersey
$10.5K -$6.36K -30 -39%
TFM
1370
TFC Financial Management
Massachusetts
$10.4K +$212 +1 +2%
GGI
1371
Godsey & Gibb Inc
Virginia
$10.4K +$9.54K +45 New
HBW
1372
Hazlett, Burt & Watson
West Virginia
$10K
VAMG
1373
Voisard Asset Management Group
Michigan
$9.7K
PWA
1374
Provenance Wealth Advisors
Florida
$9.24K
TCM
1375
Tributary Capital Management
Nebraska
$9.01K +$8.27K +39 New

ECL Hedge Fund Activity: Q1 2024 in Review

1,423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2024, worth a combined $50B — up 13% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ECL positions and 74 closed out — a net gain of 81 holders — while 459 added to existing stakes and 575 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $183M. The largest seller was Morgan Stanley, cutting an estimated $1.22B.

  • 1,423 institutional investors held Ecolab (ECL) as of Q1 2024, up from 1,360 in Q4 2023.
  • Funds reported $50B of Ecolab stock for Q1 2024, up 13% quarter-over-quarter.
  • 155 funds opened new Ecolab positions in Q1 2024 and 74 closed out, a net change of +81 holders.
  • The largest Ecolab buyer in Q1 2024 was First Trust Advisors, an estimated $183M added.
  • The largest Ecolab seller in Q1 2024 was Morgan Stanley, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2024.