EC ECOPETROL S.A.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increased their positions in ECOPETROL S.A. (EC) during Q4 2024, collectively adding $9.1 million in new exposure with no notable selling activity. UBS doubled its position, driving the largest single increase with a $6.3M addition, signaling strong institutional accumulation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +60.5% | $3.9M | $1.2M |
| Schwab | ADD | +63.8% | $5.5M | $1.7M |
| UBS | DOUBLED | +1213.7% | $6.8M | $6.3M |
Actionable Insight
The coordinated增持 by three large passive managers suggests growing institutional confidence in EC, potentially driven by valuation, yield, or sector rotation into energy. Traders should monitor for follow-on buying and any upcoming earnings or dividend announcements that may have triggered this shift.
Key Facts
- Morgan Stanley increased holdings by +60.5%, adding $1.2M in value (305.0K → 489.6K shares)
- Schwab added $1.7M in value (+63.8% increase), growing position from 425.1K to 696.4K shares
- UBS DOUBLED its position, increasing shares from 65.7K to 863.5K (+1213.7%) and value from $587K to $6.8M (Δ+$6.3M)
- No institutional selling was detected in this quarter; all three tracked institutions were net buyers
- Total institutional buying amounted to $9.1M in net new value across the cluster
Financial Impact
3 institutions accumulated $9.1M in net new positions during Q4 2024, increasing total cluster value from $7.1M to $16.2M
Risk Factors
- All buyers are passive/mega-passive institutions, which may reflect index flows or mechanical rebalancing rather than active conviction
- No active or activist managers are participating in this cluster, limiting the strength of the fundamental thesis signal
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EC-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 28, 2026
16d ago
|
6-K
| $14.77 $15.64 | ▲ +5.89% | ▲ +5.57% | — |
|
May 26, 2026
18d ago
|
6-K
| $14.86 $15.98 | ▲ +7.54% | ▲ +6.32% | — |
|
May 20, 2026
24d ago
|
6-K
| $13.72 $14.77 | ▲ +7.65% | ▲ +5.85% | — |
|
May 15, 2026
28d ago
|
6-K
| $13.81 $14.86 | ▲ +7.60% | ▲ +5.98% | — |
|
Apr 23, 2026
7w ago
|
6-K
| $13.75 $13.78 | ▲ +0.24% | ▼ −1.24% | — |
|
Apr 22, 2026
7w ago
|
6-K
| $13.64 $13.45 | ▼ −1.41% | ▼ −1.47% | — |
|
Apr 9, 2026
9w ago
|
6-K
| $13.25 $13.76 | ▲ +3.83% | ▲ +0.65% | — |
|
Apr 7, 2026
9w ago
|
6-K
| $14.01 $13.51 | ▼ −3.60% | ▼ −8.93% | — |
|
Apr 3, 2026
10w ago
|
6-K
| $14.21 $14.12 | ▼ −0.66% | ▼ −4.80% | — |
|
Mar 30, 2026
10w ago
|
6-K
| $14.27 $14.71 | ▲ +3.07% | ▼ −1.23% | — |
US Market Status
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