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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 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)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
226
Cary Street Partners Investment Advisory
Virginia
$1.09K
CFO
227
CVA Family Office
Colorado
$1.06K +$1.05K +195 New
DAM
228
Delta Asset Management
Tennessee
$872
BIA
229
Bell Investment Advisors
California
$851 -$4.96K -925 -86%
TPCW
230
TD Private Client Wealth
New York
$834
QCG
231
Quadrant Capital Group
Ohio
$720 -$2.96K -552 -81%
PP
232
Pacifica Partners
Canada
$670
ECM
233
Estabrook Capital Management
New York
$654
M
234
MOTCO
Texas
$610 +$601 +112 New
ACM
235
Antonetti Capital Management
Florida
$545
WBC
236
West Branch Capital
Massachusetts
$545
NC
237
NewSquare Capital
Pennsylvania
$496
WTC
238
WhitTier Trust Company
Nevada
$457
DI
239
Disciplined Investments
Oklahoma
$365
NSIM
240
North Star Investment Management
Illinois
$311
WT
241
Whittier Trust
California
$272 -$4.83K -900 -95%
GWMI
242
Guardian Wealth Management (Illinois)
Illinois
$164
LC
243
Lindbrook Capital
California
$142 -$1.94K -361 -93%
Comerica Bank
244
Comerica Bank
Texas
$125 +$21.2K +3,960 New
FFA
245
Farther Finance Advisors
California
$87
SCA
246
Stonebridge Capital Advisors
Minnesota
$55
IPW
247
Impact Partnership Wealth
Georgia
$5 +$5 +1 New
SCM
248
Segantii Capital Management
Hong Kong
-$11.9M -2,040,000 Closed
Optiver Holding
249
Optiver Holding
Netherlands
-$7.19M -1,340,150 Closed
ECM
250
Evergreen Capital Management
Washington
-$5.57M -952,990 Closed

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.