Ericsson
ERIC
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 236 → 248 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$32.9M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$22.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$10.8M |
| 5 |
Morgan Stanley
New York
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
SRB Corp
Boston,
Massachusetts
|
-$39.7M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$25.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.2M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
276
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$972 | -200 | Closed |
|
|
AAP
277
Arax Advisory Partners
Denver,
Colorado
| – | -$963 | -198 | Closed |
|
|
CG
278
Cutler Group
San Francisco,
California
| – | -$897 | -177 | -91% |
|
279
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$515 | -106 | Closed |
|
|
SHIM
280
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$486 | -100 | Closed |
|
|
TPCW
281
TD Private Client Wealth
New York
| – | -$471 | -97 | 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.