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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$15.8M +$13M +1,051,313 +788%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$14M +$10M +807,291 +332%
SA
28
Smithwood Advisers
California
$14M +$13M +1,050,000 New
Wells Fargo
29
Wells Fargo
California
$12.6M +$2.73M +219,930 +30%
CFB
30
Cullen/Frost Bankers
Texas
$12.1M -$17K -1,372 -0.2%
JP Morgan Chase
31
JP Morgan Chase
New York
$11.8M +$146K +11,768 +1%
Ameriprise
32
Ameriprise
Minnesota
$10.3M +$1.08M +87,443 +13%
PPA
33
Parametric Portfolio Associates
Washington
$8.48M +$515K +41,491 +7%
SO
34
STRS Ohio
Ohio
$7.75M +$7.2M +580,397 New
MNA
35
Manning & Napier Advisors
New York
$7.25M +$86.9K +7,002 +1%
Aristotle Capital Management
36
Aristotle Capital Management
California
$7.06M +$2.34M +188,556 +55%
CCM
37
Criterion Capital Management
California
$6.93M +$6.44M +518,900 New
Deutsche Bank
38
Deutsche Bank
Germany
$6.9M -$510K -41,141 -7%
Morgan Stanley
39
Morgan Stanley
New York
$6.88M -$3.79M -305,464 -37%
GACM
40
Green Arrow Capital Management
New York
$6.67M +$6.2M +500,000 New
MC
41
Maplelane Capital
New York
$6.67M +$6.2M +500,000 New
NCM
42
Northroad Capital Management
New York
$6.43M -$312K -25,118 -5%
Goldman Sachs
43
Goldman Sachs
New York
$6.26M -$1.55M -125,093 -21%
AC
44
AFAM Capital
Texas
$6.21M +$64K +5,159 +1%
ECM
45
Empire Capital Management
Connecticut
$6.21M +$5.77M +465,000 New
State Street
46
State Street
Massachusetts
$6.15M -$121K -9,754 -2%
Fisher Asset Management
47
Fisher Asset Management
Washington
$5.8M +$110K +8,871 +2%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$5.71M +$5.31M +428,100 New
AG
49
Aperio Group
California
$5.66M +$748K +60,296 +17%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$5.41M -$66.1K -5,326 -1%
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ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.