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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
TCM
251
Tradewinds Capital Management
Washington
$2K
VFA
252
Valeo Financial Advisors
Indiana
$2K
GI
253
Gradient Investments
Minnesota
$2K +$1.94K +200 New
SIC
254
Salem Investment Counselors
North Carolina
$2K +$1.94K +200 New
ED
255
Exane Derivatives
France
$1.58K
ECM
256
Estabrook Capital Management
New York
$1.14K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$1K -$36.4K -3,757 -98%
MSE
258
MUFG Securities EMEA
United Kingdom
$1K -$969 -100 -50%
GRP
259
Global Retirement Partners
California
$1K
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$1K
SA
261
SRH Advisors
Kansas
$1K
WCG
262
Weaver Consulting Group
California
$1K
AIM
263
Advantage Investment Management
Iowa
$1K +$969 +100 New
CFA
264
Carroll Financial Associates
North Carolina
$1K +$1.25K +129 +645%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$475
GT
266
Glenmede Trust
Pennsylvania
$28 -$4.76K -492 -14%
Canada Pension Plan Investment Board
267
Canada Pension Plan Investment Board
Ontario, Canada
-$17.5M -1,907,934 Closed
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
-$891K -97,100 Closed
State Street
269
State Street
Massachusetts
-$823K -89,688 Closed
OMC
270
Old Mission Capital
Illinois
-$625K -68,099 Closed
EMG
271
Ellington Management Group
Connecticut
-$592K -64,500 Closed
TRAM
272
Tuscan Ridge Asset Management
Illinois
-$566K -61,700 Closed
HI
273
HBK Investments
Texas
-$512K -55,720 Closed
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
-$501K -51,724 Closed
SC
275
Sovarnum Capital
New York
-$413K -45,000 Closed

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.