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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
CIA
1451
Concurrent Investment Advisors
Florida
-$325K -1,640 Closed
BWM
1452
Baron Wealth Management
Michigan
-$322K -1,624 Closed
PCIG
1453
Partners Capital Investment Group
Massachusetts
-$280K -1,412 Closed
XT
1454
XTX Topco
Cayman Islands
-$271K -1,364 Closed
MM
1455
MQS Management
New York
-$264K -1,329 Closed
I
1456
IMPACTfolio
Colorado
-$262K -1,321 Closed
TA
1457
TKG Advisors
Indiana
-$250K -1,261 Closed
RSWA
1458
Robinson Smith Wealth Advisors
Maine
-$238K -1,201 Closed
WSTAM
1459
Wilbanks Smith & Thomas Asset Management
Virginia
-$233K -1,177 Closed
HCM
1460
Hengehold Capital Management
Ohio
-$233K -1,173 Closed
DWM
1461
Drive Wealth Management
Utah
-$211K -1,062 Closed
PFA
1462
Pure Financial Advisors
California
-$207K -1,045 Closed
MIM
1463
Meridiem Investment Management
United Kingdom
-$202K -1,017 Closed
LA
1464
LM Advisors
California
-$163K -823 Closed
FBC
1465
Fairfield, Bush & Co
Connecticut
-$161K -811 Closed
PCOC
1466
Power Corp of Canada
Canada
-$116K -795 Closed
KI
1467
Kapitalo Investimentos
Brazil
-$150K -755 Closed
WCM
1468
Winthrop Capital Management
Indiana
-$115K -579 Closed
LFA
1469
Livelsberger Financial Advisory
Ohio
-$105K -531 Closed
TWM
1470
Tradition Wealth Management
Minnesota
-$89K -451 Closed
GWS
1471
Glassman Wealth Services
Virginia
-$56.1K -283 Closed
MSWM
1472
McGlone Suttner Wealth Management
Wisconsin
-$54.2K -273 Closed
TCWA
1473
Turtle Creek Wealth Advisors
Texas
-$49.2K -248 Closed
FG
1474
Fairman Group
Pennsylvania
-$43.6K -220 Closed
SA
1475
Scarborough Advisors
Maryland
-$41.9K -211 Closed

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.