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Ericsson

266 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.87B → $2.14B (+$271M)

8% more funds holding

Funds holding: 246266 (+20)

0.27% more ownership

Funds ownership: 9.84%10.11% (+0.27%)

12% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $18.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
65
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
251
Delta Asset Management
Tennessee
$1.21K
SA
252
SRH Advisors
Kansas
$1.14K
WTC
253
WhitTier Trust Company
Nevada
$1.01K
AA
254
Addison Advisors
Vermont
$963 -$525 -75 -37%
ECM
255
Estabrook Capital Management
New York
$910
ZB
256
Zions Bancorporation
Utah
$766 -$2.15K -308 -75%
WBC
257
West Branch Capital
Massachusetts
$758
LC
258
Lindbrook Capital
California
$599
MFG
259
Mendota Financial Group
Wisconsin
$561 +$161 +23 +45%
S
260
SignatureFD
Georgia
$508 +$469 +67 New
TWD
261
True Wealth Design
Ohio
$486 +$168 +24 +60%
N
262
Natixis
France
$462
KFI
263
Key Financial Inc
Pennsylvania
$455
NSIM
264
North Star Investment Management
Illinois
$432
PA
265
Parallel Advisors
California
$371
GWMI
266
Guardian Wealth Management (Illinois)
Illinois
$227
Optiver Holding
267
Optiver Holding
Netherlands
-$27.1M -3,872,182 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
-$17.9M -2,914,726 Closed
Marshall Wace
269
Marshall Wace
United Kingdom
-$11.7M -1,898,019 Closed
OMC
270
Old Mission Capital
Illinois
-$11.3M -1,838,194 Closed
Voloridge Investment Management
271
Voloridge Investment Management
Florida
-$10.8M -1,752,936 Closed
PCM
272
Penserra Capital Management
California
-$9.88M -1,600,899 Closed
XC
273
XY Capital
Hong Kong
-$1.98M -321,586 Closed
Federated Hermes
274
Federated Hermes
Pennsylvania
-$1.49M -242,082 Closed
TI
275
Trexquant Investment
Connecticut
-$1.18M -191,880 Closed

ERIC Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2024, worth a combined $2.14B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ERIC positions and 30 closed out — a net gain of 20 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $279M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $251M.

  • 266 institutional investors held Ericsson (ERIC) as of Q3 2024, up from 246 in Q2 2024.
  • Funds reported $2.14B of Ericsson stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Ericsson positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Ericsson buyer in Q3 2024 was Acadian Asset Management, an estimated $279M added.
  • The largest Ericsson seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2024.