Ecolab
1,364 hedge funds and large institutions have $43B invested in Ecolab in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 447 increasing their positions, 528 reducing their positions, and 70 closing their positions.
173% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 70
25% more capital inflows, than outflows
Capital inflows: $2B | Capital outflows: $1.61B
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
8% more funds holding
Funds holding: 1,260 → 1,364 (+104)
0.63% more ownership
Funds ownership: 75.4% → 76.03% (+0.63%)
15% less repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 528
27% less call options, than puts
Call options by funds: $105M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$154M |
| 2 |
State Street
Boston,
Massachusetts
|
+$92.2M |
| 3 |
Findlay Park Partners
London,
United Kingdom
|
+$82.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$76.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$76.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$309M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$131M |
| 3 |
Cantillon Capital Management
New York
|
-$96.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$48.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$44.1M |
ECL Hedge Fund Activity: Q4 2023 in Review
1,364 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2023, worth a combined $43B — up 17% from $36.6B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new ECL positions and 70 closed out — a net gain of 121 holders — while 447 added to existing stakes and 528 trimmed.
The largest buyer was Man Group, opening a new position worth an estimated $154M. The largest seller was Wellington Management Group, cutting an estimated $309M.
- 1,364 institutional investors held Ecolab (ECL) as of Q4 2023, up from 1,260 in Q3 2023.
- Funds reported $43B of Ecolab stock for Q4 2023, up 17% quarter-over-quarter.
- 191 funds opened new Ecolab positions in Q4 2023 and 70 closed out, a net change of +121 holders.
- The largest Ecolab buyer in Q4 2023 was Man Group, an estimated $154M added.
- The largest Ecolab seller in Q4 2023 was Wellington Management Group, an estimated $309M sold.
Based on aggregated 13F filings for Q4 2023.