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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 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)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Mission Wealth Management
California
-$61.6K -10,530 Closed
EWS
277
Evergreen Wealth Solutions
Pennsylvania
-$61K -10,510 Closed
CG
278
Cutler Group
California
-$52.9K -9,852 -99%
BONH
279
Bank of New Hampshire
New Hampshire
-$14.8K -2,525 Closed
SN
280
Sittner & Nelson
Oregon
-$13.4K -2,295 Closed
PCM
281
Pointe Capital Management
Michigan
-$8.24K -1,408 Closed
UB
282
UMB Bank
Missouri
-$8.15K -1,393 Closed
BAM
283
Belpointe Asset Management
Nevada
-$7.91K -1,352 Closed
BF
284
BOK Financial
Oklahoma
-$5.35K -915 Closed
ASN
285
Advisory Services Network
Georgia
-$4.38K -749 Closed
SSC
286
Syverson Strege & Co
Iowa
-$4.3K -735 Closed
AAS
287
Ameritas Advisory Services
Nebraska
-$3.82K -682 Closed
CM
288
Cornerstone Management
Georgia
-$2.81K -480 Closed
AWM
289
Accel Wealth Management
Iowa
-$1.87K -320 Closed
SIS
290
Strategic Investment Solutions
Illinois
-$1.87K -320 Closed
SC
291
Schubert & Co
Texas
-$1.5K -257 Closed
WP
292
WealthPLAN Partners
Nebraska
-$1.17K -200 Closed
HWA
293
HHM Wealth Advisors
Tennessee
-$995 -170 Closed
CB
294
Community Bank
New York
-$936 -160 Closed
AAP
295
Arax Advisory Partners
Colorado
-$913 -156 Closed
PA
296
Parallel Advisors
California
-$696 -119 Closed
LFG
297
Larson Financial Group
Missouri
-$468 -80 Closed
FCA
298
Fortis Capital Advisors
Kansas
-$333 -57 Closed

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.