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Ericsson

246 hedge funds and large institutions have $1.87B invested in Ericsson in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $12.9M

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$220M)

3% more funds holding

Funds holding: 239246 (+7)

0.11% more ownership

Funds ownership: 9.72%9.84% (+0.11%)

Holders
246
Holders Change
+7
Holders Change %
+2.93%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
47
Increased
91
Reduced
62
Closed
35
Calls
$15.6M
Puts
$12.9M
Net Calls
+$2.69M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$1.31K
AA
227
Addison Advisors
Vermont
$1.25K
HGERS
228
Householder Group Estate & Retirement Specialist
Arizona
$1K
DAM
229
Delta Asset Management
Tennessee
$987
CPG
230
Cornerstone Planning Group
New Jersey
$947 +$810 +145 New
SA
231
SRH Advisors
Kansas
$926 -$587 -105 -41%
GI
232
Gradient Investments
Minnesota
$926 +$838 +150 New
WTC
233
WhitTier Trust Company
Nevada
$826
ECM
234
Estabrook Capital Management
New York
$740
WBC
235
West Branch Capital
Massachusetts
$617
TFF
236
The Family Firm
Maryland
$531 +$480 +86 New
LC
237
Lindbrook Capital
California
$487 -$654 -117 -60%
N
238
Natixis
France
$376 -$6 -1 -2%
KFI
239
Key Financial Inc
Pennsylvania
$370 -$14K -2,500 -98%
NSIM
240
North Star Investment Management
Illinois
$352
MFG
241
Mendota Financial Group
Wisconsin
$315 +$285 +51 New
PA
242
Parallel Advisors
California
$302 +$196 +35 +250%
TWD
243
True Wealth Design
Ohio
$247 +$223 +40 New
GWMI
244
Guardian Wealth Management (Illinois)
Illinois
$185
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$185 +$168 +30 New
OWA
246
Opal Wealth Advisors
New York
$155
SPC
247
Slate Path Capital
New York
-$93.6M -16,983,000 Closed
SC
248
SRB Corp
Massachusetts
-$50M -9,077,031 Closed
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
-$6.08M -1,104,081 Closed
T. Rowe Price Associates
250
T. Rowe Price Associates
Maryland
-$3.98M -723,012 Closed

ERIC Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ERIC positions and 35 closed out — a net gain of 12 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.6M. The largest seller was Slate Path Capital, exiting entirely with an estimated $93.6M sold.

  • 246 institutional investors held Ericsson (ERIC) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $1.87B of Ericsson stock for Q2 2024, up 13% quarter-over-quarter.
  • 47 funds opened new Ericsson positions in Q2 2024 and 35 closed out, a net change of +12 holders.
  • The largest Ericsson buyer in Q2 2024 was Bank of Montreal, an estimated $75.6M added.
  • The largest Ericsson seller in Q2 2024 was Slate Path Capital, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2024.