Ericsson
ERIC
229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
50% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 54
39% more call options, than puts
Call options by funds: $39.2M | Put options by funds: $28.2M
7% more funds holding
Funds holding: 214 → 229 (+15)
5% more capital invested
Capital invested by funds: $1.82B → $1.91B (+$94.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$94.8M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$54.2M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$48.7M |
| 4 |
VM
Valinor Management
New York
|
+$34.4M |
| 5 |
Renaissance Technologies
New York
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$87.1M |
| 2 |
SCM
Sandler Capital Management
New York
|
-$19.2M |
| 3 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$16.3M |
| 4 |
Citigroup
New York
|
-$12.8M |
| 5 |
Bank of New York Mellon
New York
|
-$10.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
251
Dynamic Capital Management
St. Helier,
Jersey
| – | -$184K | -13,800 | Closed |
|
|
PI
252
Putnam Investments
Boston,
Massachusetts
| – | -$180K | -13,469 | Closed |
|
|
PP
253
Palladium Partners
Norfolk,
Virginia
| – | -$102K | -7,656 | Closed |
|
254
Jones Financial Companies
Des Peres,
Missouri
| – | -$13K | -997 | Closed |
|
255
Twin Tree Management
Dallas,
Texas
| – | -$13K | -957 | Closed |
|
|
MA
256
MUFG Americas
New York
| – | -$9K | -700 | Closed |
|
|
EWM
257
Evercore Wealth Management
New York
| – | -$7K | -477 | Closed |
|
|
GI
258
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -225 | Closed |
|
259
Parallax Volatility Advisers
San Francisco,
California
| – | -$2.54K | -204 | Closed |
|
|
MAM
260
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -150 | Closed |
|
|
WF
261
WealthTrust Fairport
Cleveland,
Ohio
| – | -$1K | -53 | Closed |
|
ERIC Hedge Fund Activity: Q4 2013 in Review
229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.
- 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
- Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
- 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
- The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
- The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.
Based on aggregated 13F filings for Q4 2013.