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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
Waverly Advisors
Alabama
$2K +$2.04K +164 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$2K +$2.05K +165 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$1K -$6.41K -516 -83%
WA
229
WealthTrust-Arizona
Arizona
$1K -$460 -37 -32%
KCPG
230
Kavar Capital Partners Group
Kansas
$1K +$1.67K +134 New
SCM
231
Sandler Capital Management
New York
– -$19.2M -1,437,800 Closed
TI
232
Turner Investments
Pennsylvania
– -$16.3M -1,218,610 Closed
SO
233
STRS Ohio
Ohio
– -$7.75M -580,397 Closed
CCM
234
Criterion Capital Management
California
– -$6.93M -518,900 Closed
GACM
235
Green Arrow Capital Management
New York
– -$6.67M -500,000 Closed
MC
236
Maplelane Capital
New York
– -$6.67M -500,000 Closed
ECM
237
Empire Capital Management
Connecticut
– -$6.21M -465,000 Closed
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
– -$5.32M -428,100 Closed
LMIM
239
Lockheed Martin Investment Management
Maryland
– -$4.67M -350,000 Closed
WMSA
240
Weiss Multi-Strategy Advisers
New York
– -$4M -300,000 Closed
PP
241
PDT Partners
New York
– -$2.35M -175,880 Closed
LI
242
Longer Investments
Arkansas
– -$1.37M -102,850 Closed
QIM
243
Quantitative Investment Management
Virginia
– -$1.13M -84,300 Closed
T
244
TradeWorx
New Jersey
– -$871K -65,245 Closed
IG
245
ING Group
Netherlands
– -$672K -50,352 Closed
UCFA
246
United Capital Financial Advisors
Texas
– -$609K -45,584 Closed
HT
247
HighTower Trust
Texas
– -$547K -40,980 Closed
JG
248
Jefferies Group
New York
– -$374K -28,021 Closed
DCM
249
Dialectic Capital Management
Connecticut
– -$267K -20,000 Closed
V
250
Veritable
Delaware
– -$214K -16,064 Closed
7 8 9
10
11

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.