Ericsson
ERIC
371 hedge funds and large institutions have $3.68B invested in Ericsson in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 94 reducing their positions, and 43 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
78% more call options, than puts
Call options by funds: $118M | Put options by funds: $66.3M
61% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 94
37% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 43
8% more capital invested
Capital invested by funds: $3.42B → $3.68B (+$258M)
4% more funds holding
Funds holding: 358 → 371 (+13)
0.26% less ownership
Funds ownership: 9.32% → 9.06% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$32M |
| 2 |
CMG
Cavalry Management Group
San Francisco,
California
|
+$28.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.2M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.1M |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$107M |
| 2 |
F
Folketrygdfondet
Oslo Norway,
Norway
|
-$34.5M |
| 3 |
Neuberger Berman Group
New York
|
-$32.9M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$23.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
401
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$11K | -880 | Closed |
|
|
VCG
402
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$10K | -851 | Closed |
|
|
ICP
403
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$7K | -662 | Closed |
|
|
ABC
404
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$5K | -428 | Closed |
|
|
CCA
405
Childress Capital Advisors
Houston,
Texas
| – | -$4K | -329 | Closed |
|
|
TWM
406
Tradition Wealth Management
Edina,
Minnesota
| – | -$4K | -300 | Closed |
|
|
TFGT
407
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$3K | -255 | Closed |
|
|
RPWA
408
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -135 | Closed |
|
409
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -68 | Closed |
|
|
HCP
410
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$255 | +20 | New |
|
|
CAC
411
Certified Advisory Corp
Altamonte Springs,
Florida
| – | +$331 | +26 | New |
|
ERIC Hedge Fund Activity: Q1 2021 in Review
371 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2021, worth a combined $3.68B — up 7.5% from $3.42B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ERIC positions and 43 closed out — a net gain of 16 holders — while 151 added to existing stakes and 94 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $32M. The largest seller was Primecap Management, cutting an estimated $107M.
- 371 institutional investors held Ericsson (ERIC) as of Q1 2021, up from 358 in Q4 2020.
- Funds reported $3.68B of Ericsson stock for Q1 2021, up 7.5% quarter-over-quarter.
- 59 funds opened new Ericsson positions in Q1 2021 and 43 closed out, a net change of +16 holders.
- The largest Ericsson buyer in Q1 2021 was Citadel Advisors, an estimated $32M added.
- The largest Ericsson seller in Q1 2021 was Primecap Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2021.