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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 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)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
SAL Trading
Pennsylvania
-$575K -100,100 Closed
PCM
302
Pennsylvania Capital Management
Pennsylvania
-$527K -91,820 Closed
Connor, Clark & Lunn Investment Management (CC&L)
303
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$469K -81,660 Closed
QI
304
Qtron Investments
Massachusetts
-$387K -67,464 Closed
XT
305
XTX Topco
Cayman Islands
-$379K -66,039 Closed
BAM
306
Blueshift Asset Management
New Jersey
-$368K -64,108 Closed
IAA
307
Independent Advisor Alliance
North Carolina
-$363K -63,282 Closed
HW
308
Hancock Whitney
Mississippi
-$361K -62,924 Closed
VF
309
Virtu Financial
New York
-$349K -60,840 Closed
PAM
310
Palisade Asset Management
Minnesota
-$287K -50,008 Closed
OAM
311
Oppenheimer Asset Management
New York
-$221K -38,582 Closed
LJAC
312
L.J. Altfest & Co
New York
-$209K -36,463 Closed
Capstone Investment Advisors
313
Capstone Investment Advisors
New York
-$199K -34,696 Closed
AAS
314
Avantax Advisory Services
Texas
-$187K -32,502 Closed
KAS
315
Kestra Advisory Services
Texas
-$155K -26,963 Closed
BCM
316
Bayesian Capital Management
New York
-$137K -23,800 Closed
MWA
317
Moser Wealth Advisors
Washington
-$134K -23,300 Closed
MPM
318
MBB Public Markets
Illinois
-$115K -20,000 Closed
SAF
319
Smith Anglin Financial
Texas
-$107K -18,684 Closed
CP
320
Camelot Portfolios
Ohio
-$101K -17,519 Closed
PWPS
321
Pinnacle Wealth Planning Services
Ohio
-$87K -15,231 Closed
BB
322
Berkshire Bank
Massachusetts
-$84K -14,713 Closed
MM
323
MQS Management
New York
-$84K -14,647 Closed
CCA
324
Checchi Capital Advisers
California
-$77K -13,337 Closed
BL
325
Balentine LLC
Georgia
-$76K -13,279 Closed

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.