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Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
226
Pacific Financial Group
Washington
$2K – – –
ACS
227
Archford Capital Strategies
Illinois
$1.55K +$1.45K +116 New
WA
228
WFG Advisors
Texas
$1K -$64K -5,122 -99%
S
229
SignatureFD
Georgia
$1K -$9.63K -771 -91%
KCPG
230
Kavar Capital Partners Group
Kansas
$1K – – –
WA
231
WealthTrust-Arizona
Arizona
$1K – – –
GAM
232
Gemmer Asset Management
California
$1K +$475 +38 New
SA
233
Smithwood Advisers
California
– -$12.9M -1,050,000 Closed
BHC
234
Bowen Hanes & Co
Florida
– -$11.6M -950,000 Closed
Two Sigma Investments
235
Two Sigma Investments
New York
– -$6.01M -491,279 Closed
Capital Fund Management (CFM)
236
Capital Fund Management (CFM)
France
– -$4.51M -368,792 Closed
NAM
237
NorthCoast Asset Management
Connecticut
– -$3.07M -250,667 Closed
SCM
238
Stevens Capital Management
Pennsylvania
– -$2.68M -218,804 Closed
Verition Fund Management
239
Verition Fund Management
Connecticut
– -$2.21M -180,270 Closed
CCIA
240
Campbell & Co Investment Adviser
Maryland
– -$1.64M -133,607 Closed
MCM
241
McKinley Capital Management
Alaska
– -$1.26M -102,596 Closed
MCC
242
Malaga Cove Capital
California
– -$1.11M -90,713 Closed
BCM
243
Bluefin Capital Management
New York
– -$515K -42,062 Closed
Walleye Trading
244
Walleye Trading
New York
– -$512K -40,997 Closed
DTL
245
Dynamic Technology Lab
Singapore
– -$322K -26,400 Closed
FCH
246
Freestone Capital Holdings
Washington
– -$299K -24,463 Closed
DHFB
247
Dixon Hubard Feinour & Brown
Virginia
– -$173K -14,100 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
– -$167K -13,623 Closed
CIP
249
Convergence Investment Partners
Florida
– -$157K -12,845 Closed
CRC
250
Curi RMB Capital
Illinois
– -$154K -12,523 Closed
7 8 9
10
11

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.