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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
251
FinTrust Capital Advisors
South Carolina
$94K -$15.9K -1,456 -14%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$92.8K
AssetMark Inc
253
AssetMark Inc
California
$90K -$8.24K -754 -8%
EVM
254
Eaton Vance Management
Massachusetts
$90K -$7.11K -650 -7%
SCA
255
Stonebridge Capital Advisors
Minnesota
$87K
RFA
256
Reilly Financial Advisors
California
$76K -$15.6M -1,431,480 -100%
SBL
257
Sargent Bickham Lagudis
Colorado
$69K
BCA
258
Bray Capital Advisors
Florida
$66K
LWP
259
Lumature Wealth Partners
Georgia
$63K
CFGS
260
Concourse Financial Group Securities
Alabama
$62K -$1.76K -161 -3%
QCG
261
Quadrant Capital Group
Ohio
$55K -$10.7K -982 -16%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$54K +$12K +1,097 +29%
S
263
SignatureFD
Georgia
$51K
FP
264
Financial Perspectives
Minnesota
$50K +$50.3K +4,603 New
SPIA
265
Steward Partners Investment Advisory
New York
$49K +$3.8K +348 +8%
ZIG
266
Zullo Investment Group
Pennsylvania
$47K +$47K +4,300 New
CFO
267
CVA Family Office
Colorado
$43K +$43K +3,931 New
MSFP
268
Mark Sheptoff Financial Planning
Connecticut
$38K -$3.28K -300 -8%
GWM
269
Geneos Wealth Management
Colorado
$38K +$1.09K +100 +3%
ACM
270
Aquatic Capital Management
Illinois
$35K +$35K +3,200 New
Credit Agricole
271
Credit Agricole
France
$33K
PCG
272
Private Capital Group
Connecticut
$32K +$4.49K +411 +16%
FPS
273
Fieldpoint Private Securities
Connecticut
$30K +$9.89K +905 +48%
KFI
274
Key Financial Inc
Pennsylvania
$28K
LC
275
Lindbrook Capital
California
$27K

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.