Question 1

Which hedge funds and institutional investors hold ECL?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ECL shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ECL whale holdings?

Accepted Answer

Conviction level reflects how significant ECL is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ECL, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ECL?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ECL?

Accepted Answer

QoQ changes for ECL show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	11.2M	$3.0B	0.1%	$2896.4B
Gates Foundation	5.2M	$1.4B	4.4%	$31.7B
Capital Research	3.1M	$817.3M	0.1%	$644.6B
Arrowstreet	2.2M	$596.9M	0.3%	$184.8B
Capital World	1.5M	$408.7M	0.1%	$732.9B
American Century	1.2M	$314.6M	0.2%	$194.3B
Geode Capital	811.3K	$215.8M	0.0%	$1607.5B
ClearBridge	495.9K	$131.9M	0.1%	$114.9B
Winslow Capital	493.2K	$131.2M	0.5%	$25.6B
Renaissance Tech	313.4K	$83.4M	0.1%	$63.9B
Markel	251.3K	$66.9M	0.6%	$11.9B
Two Sigma	219.8K	$58.5M	0.0%	$123.9B
Baillie Gifford	186.5K	$49.6M	0.1%	$97.9B
Robeco	186.2K	$49.5M	1.0%	$4.7B
Citadel	166.7K	$44.3M	0.0%	$618.5B
Gotham Asset	158.5K	$42.2M	0.1%	$32.7B
Citadel	142.9K	$38.0M	0.0%	$618.5B
Millennium	130.9K	$34.8M	0.0%	$240.3B
Adage Capital	113.3K	$30.1M	0.0%	$64.8B
Balyasny	108.5K	$28.9M	0.0%	$77.1B
Segall Bryant	74.1K	$19.7M	0.3%	$7.0B
DFA	72.5K	$19.3M	0.0%	$481.4B
WorldQuant	59.9K	$15.9M	0.1%	$25.9B
DE Shaw	37.0K	$9.9M	0.0%	$166.3B
Man Group	27.4K	$7.3M	0.0%	$55.1B
Millennium	21.9K	$5.8M	0.0%	$240.3B
Gabelli	18.6K	$4.9M	0.0%	$14.8B
BlackRock	16.7K	$4.4M	0.0%	$5723.5B
Bridgewater	16.2K	$4.3M	0.0%	$22.4B
Citadel	16.0K	$4.3M	0.0%	$618.5B
Brevan Howard	14.9K	$4.0M	0.0%	$11.3B
Wellington	14.9K	$4.0M	0.0%	$535.5B
Hudson Bay	10.1K	$2.7M	0.0%	$29.0B
Neuberger Berman (Eisman)	6.6K	$1.8M	0.0%	$131.4B
Millennium	5.4K	$1.4M	0.0%	$240.3B
Fisher Investments	4.4K	$1.2M	0.0%	$294.9B
Caxton	3.6K	$958K	0.0%	$4.4B
Winton	3.4K	$914K	0.0%	$2.9B
Tudor	1.4K	$372K	0.0%	$53.9B
Tudor	1.2K	$319K	0.0%	$53.9B
Point72	900	$239K	0.0%	$78.1B
Kayne Anderson	737	$196K	0.0%	$34.0B
Franklin Templeton	585	$156K	—	$408.3B
Acadian	325.9K	$87K	0.1%	$70.5M
Northern Trust	239	$64K	—	$756.6B
Fidelity (FMR)	213	$57K	—	$1898.4B
AQR Capital	53	$14K	—	$218.4B
First Eagle	8	$2K	—	$59.0B

ECL

Who Holds ECL

Changes This Quarter