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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$10.1K -$10.6K -1,765 -51%
IA
227
IFP Advisors
Florida
$10K -$9.43K -1,569 -65%
HNB
228
Huntington National Bank
Ohio
$9.06K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$9K -$2.66K -443 -23%
SC
230
Seldon Capital
California
$8.79K -$3.31K -551 -27%
ZB
231
Zions Bancorporation
Utah
$8.63K +$1.63K +271 +22%
MCC
232
Money Concepts Capital
Florida
$8.24K +$8.48K +1,411 New
First Manhattan
233
First Manhattan
New York
$8.21K +$114 +19 +1%
BAM
234
Belpointe Asset Management
Nevada
$7.08K +$7.28K +1,212 New
ZIG
235
Zullo Investment Group
Pennsylvania
$5.84K
CS
236
Comerica Securities
Michigan
$5.84K +$6.01K +1,000 New
WT
237
Whittier Trust
California
$5.55K
SC
238
SouthState Corp
Florida
$5.31K
LC
239
Lindbrook Capital
California
$5.24K -$9.59K -1,596 -64%
Barclays
240
Barclays
United Kingdom
$5.17K +$2.57K +427 +93%
OLVIG
241
Oliver Lagore Vanvalin Investment Group
Michigan
$4.55K
JWA
242
JFS Wealth Advisors
Pennsylvania
$4.4K -$7.54K -1,255 -63%
NFSG
243
Newbridge Financial Services Group
Florida
$4.26K
ASN
244
Advisory Services Network
Georgia
$4.09K +$4.21K +700 New
TWM
245
Tradition Wealth Management
Minnesota
$4K
Lazard Asset Management
246
Lazard Asset Management
New York
$4K +$4.88K +812 New
GCM
247
Gables Capital Management
Florida
$3.65K +$3.76K +625 New
FCA
248
FinTrust Capital Advisors
South Carolina
$3.43K
SSB
249
Sandy Spring Bank
Maryland
$3.27K
LWP
250
Lumature Wealth Partners
Georgia
$2.97K -$415 -69 -12%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.