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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 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)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$2.92K
CM
252
Cornerstone Management
Georgia
$2.8K
BIA
253
Bell Investment Advisors
California
$2.77K +$2.01K +334 +239%
AF
254
Allworth Financial
California
$2.35K +$6 +1 +0.2%
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$2.35K +$2.42K +402 New
GWS
256
Glassman Wealth Services
Virginia
$2.27K -$1.47K -244 -39%
CCA
257
Column Capital Advisors
Indiana
$2.26K
AA
258
Ancora Advisors
Ohio
$2K
AWM
259
Accel Wealth Management
Iowa
$1.87K
EI
260
Ellevest Inc
New York
$1.62K -$22K -3,664 -93%
FA
261
Fiduciary Alliance
South Carolina
$1.35K +$1.39K +232 New
Dimensional Fund Advisors
262
Dimensional Fund Advisors
Texas
$1.32K -$11.5K -1,915 -0.8%
HS
263
Horan Securities
United States
$1.32K +$12 +2 +0.9%
SC
264
Schubert & Co
Texas
$1.28K -$3.11K -517 -70%
AWM
265
Avior Wealth Management
Nebraska
$1.21K +$18 +3 +1%
FGAM
266
Financial Gravity Asset Management
Texas
$1.18K -$144 -24 -80%
AA
267
Addison Advisors
Vermont
$1.18K
GI
268
Gradient Investments
Minnesota
$1.17K -$1.2K -200 -50%
SIC
269
Salem Investment Counselors
North Carolina
$1.17K
Bessemer Group
270
Bessemer Group
New Jersey
$1K -$6.18K -1,028 -80%
UB
271
UMB Bank
Missouri
$1K -$2.03K -338 -74%
SWM
272
Spire Wealth Management
Virginia
$1K
SA
273
SRH Advisors
Kansas
$1K
HWA
274
HHM Wealth Advisors
Tennessee
$993 +$1.02K +170 New
PA
275
Parallel Advisors
California
$952 -$1.15K -191 -54%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.