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Ericsson

271 hedge funds and large institutions have $2.58B invested in Ericsson in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

11% more funds holding

Funds holding: 244271 (+27)

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$195M)

0.38% more ownership

Funds ownership: 8.45%8.84% (+0.38%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

54% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $31.9M

Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
5.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
101
Reduced
65
Closed
30
Calls
$14.8M
Puts
$31.9M
Net Calls
-$17.1M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
226
Balentine LLC
Georgia
$10K +$3.3K +341 +46%
CFGS
227
Concourse Financial Group Securities
Alabama
$10K +$4.92K +508 +86%
FPB
228
First PREMIER Bank
South Dakota
$10K +$9.69K +1,000 New
SMFS
229
Squar Milner Financial Services
California
$9K -$10.4K -1,072 -53%
HCM
230
Highlander Capital Management
New Jersey
$8K +$8.23K +850 +2,125%
APA
231
American Portfolios Advisors
New York
$7.91K +$136 +14 +2%
Credit Agricole
232
Credit Agricole
France
$7K +$6.92K +715 New
RCAG
233
Rehmann Capital Advisory Group
Michigan
$5.17K +$3.04K +314 +137%
WTC
234
WhitTier Trust Company
Nevada
$5K
TL
235
TrueWealth LLC
Georgia
$5K +$4.84K +500 New
GSWM
236
Golden State Wealth Management
California
$4K
MIM
237
Macroview Investment Management
Maryland
$4K
HNB
238
Huntington National Bank
Ohio
$4K +$10 +1 +0.3%
NFG
239
Next Financial Group
Texas
$4K +$1.33K +137 +49%
CIAS
240
Capital Investment Advisory Services
North Carolina
$4K +$4.7K +485 New
OC
241
Oakworth Capital
Alabama
$3K
BCA
242
Berman Capital Advisors
Georgia
$3K +$19 +2 +0.5%
PCG
243
Private Capital Group
Connecticut
$3K +$2.7K +279 +207%
TF
244
TimeScale Financial
Massachusetts
$3K +$3K +310 New
GEA
245
Glen Eagle Advisors
New Jersey
$2.85K
W
246
WealthStone
Ohio
$2.6K +$2.65K +274 New
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$2K -$27.4K -2,832 -89%
Bessemer Group
248
Bessemer Group
New Jersey
$2K
DAM
249
Delta Asset Management
Tennessee
$2K
LWM
250
Liberty Wealth Management
California
$2K

ERIC Hedge Fund Activity: Q2 2019 in Review

271 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2019, worth a combined $2.58B — up 8.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 30 closed out — a net gain of 29 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $59M. The largest seller was Arrowstreet Capital, cutting an estimated $29.6M.

  • 271 institutional investors held Ericsson (ERIC) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $2.58B of Ericsson stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q2 2019 and 30 closed out, a net change of +29 holders.
  • The largest Ericsson buyer in Q2 2019 was Neuberger Berman Group, an estimated $59M added.
  • The largest Ericsson seller in Q2 2019 was Arrowstreet Capital, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.