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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
251
JB Capital
Connecticut
-$1.83M -377,506 Closed
PIM
252
Platinum Investment Management
Australia
-$1.57M -323,175 Closed
GKFF
253
George Kaiser Family Foundation
Oklahoma
-$1.46M -299,462 Closed
Squarepoint
254
Squarepoint
New York
-$1.27M -260,325 Closed
Mackenzie Financial
255
Mackenzie Financial
Ontario, Canada
-$382K -78,930 Closed
JF
256
Jump Financial
Illinois
-$181K -37,235 Closed
SFFS
257
Stonehage Fleming Financial Services
Jersey
-$170K -35,000 Closed
DA
258
Doliver Advisors
Texas
-$90.2K -18,550 Closed
SGA
259
Strategic Global Advisors
California
-$89.6K -18,431 Closed
VFA
260
Valeo Financial Advisors
Indiana
-$72.1K -14,837 Closed
DS
261
DRW Securities
Illinois
-$66K -13,641 Closed
Group One Trading
262
Group One Trading
Illinois
-$61.2K -12,075 Closed
CHP
263
Cable Hill Partners
Oregon
-$55.8K -11,487 Closed
HT
264
Headlands Technologies
Illinois
-$52.6K -10,826 Closed
CA
265
Claro Advisors
Massachusetts
-$51.3K -10,553 Closed
LNWWM
266
Laird Norton Wetherby Wealth Management
California
-$50.1K -10,311 Closed
BAAM
267
Baker Avenue Asset Management
California
-$28.8K -5,921 Closed
PPC
268
Park Place Capital
Alabama
-$24.4K -5,020 Closed
WWP
269
WR Wealth Planners
Missouri
-$16K -3,300 Closed
UB
270
UMB Bank
Missouri
-$9.17K -1,887 Closed
CA
271
Clearstead Advisors
Ohio
-$5.83K -1,200 Closed
OLVIG
272
Oliver Lagore Vanvalin Investment Group
Michigan
-$3.95K -780 Closed
DJSG
273
D.J. St. Germain
Massachusetts
-$1.94K -400 Closed
CFG
274
CKW Financial Group
Hawaii
-$2K -390 Closed
ZB
275
Zions Bancorporation
Utah
-$1.05K -216 Closed

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.