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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
SWM
276
Spire Wealth Management
Virginia
$27K +$24.9K +2,276 +1,138%
AF
277
Advisornet Financial
Minnesota
$26K +$25.7K +2,351 New
CFN
278
Cordasco Financial Network
Florida
$24K +$175 +16 +0.7%
ZB
279
Zions Bancorporation
Utah
$22K -$1.72K -157 -7%
GWS
280
Glassman Wealth Services
Virginia
$22K +$3.97K +363 +22%
SC
281
Seldon Capital
California
$22K +$22.5K +2,056 New
UB
282
UMB Bank
Missouri
$21K +$21K +1,920 New
NFG
283
Next Financial Group
Texas
$20K +$1.21K +111 +6%
BWM
284
BerganKDV Wealth Management
Minnesota
$18K
CB
285
Community Bank
New York
$18K
FAG
286
Fortitude Advisory Group
Washington
$18K +$17.6K +1,611 New
JWA
287
JFS Wealth Advisors
Pennsylvania
$17K +$4.51K +413 +37%
CCM
288
Covington Capital Management
California
$16K
RPCONE
289
Retirement Planning Company of New England
Rhode Island
$16K +$16.2K +1,481 New
First Manhattan
290
First Manhattan
New York
$14K +$109 +10 +0.7%
AFG
291
Albion Financial Group
Utah
$13K
TFA
292
Toth Financial Advisory
Virginia
$12K +$12K +1,100 New
EI
293
Ellevest Inc
New York
$11K -$1.83K -167 -14%
GRP
294
Global Retirement Partners
California
$11K
LPWM
295
Lake Point Wealth Management
Texas
$11K
IPW
296
IronBridge Private Wealth
Texas
$11K +$10.9K +1,000 New
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$10K
SC
298
SouthState Corp
Florida
$10K
PA
299
Parallel Advisors
California
$9K -$3.12K -285 -25%
BIA
300
Bell Investment Advisors
California
$9K +$5.25K +480 +124%

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.