Ecolab
1,326 hedge funds and large institutions have $45.9B invested in Ecolab in 2020 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 522 increasing their positions, 442 reducing their positions, and 80 closing their positions.
126% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 80
18% more repeat investments, than reductions
Existing positions increased: 522 | Existing positions reduced: 442
7% more funds holding
Funds holding: 1,240 → 1,326 (+86)
6% more capital inflows, than outflows
Capital inflows: $2.65B | Capital outflows: $2.51B
0.16% more ownership
Funds ownership: 74.45% → 74.61% (+0.16%)
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
53% less call options, than puts
Call options by funds: $39.3M | Put options by funds: $83.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$251M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$115M |
| 3 |
Optimal Asset Management
Los Altos,
California
|
+$115M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$97.4M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$91.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$566M |
| 2 |
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$252M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$137M |
| 4 |
BlackRock
New York
|
-$128M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$113M |
ECL Hedge Fund Activity: Q4 2020 in Review
1,326 of the 5,679 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2020, worth a combined $45.9B — up 8.2% from $42.4B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new ECL positions and 80 closed out — a net gain of 101 holders — while 522 added to existing stakes and 442 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $251M. The largest seller was Edgewood Management, cutting an estimated $566M.
- 1,326 institutional investors held Ecolab (ECL) as of Q4 2020, up from 1,240 in Q3 2020.
- Funds reported $45.9B of Ecolab stock for Q4 2020, up 8.2% quarter-over-quarter.
- 181 funds opened new Ecolab positions in Q4 2020 and 80 closed out, a net change of +101 holders.
- The largest Ecolab buyer in Q4 2020 was Royal Bank of Canada, an estimated $251M added.
- The largest Ecolab seller in Q4 2020 was Edgewood Management, an estimated $566M sold.
Based on aggregated 13F filings for Q4 2020.