We are live on ! Find out more
ERIC icon

Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
26
IPG Investment Advisors
California
$5.08M -$1.27M -205,195 -21%
AAM
27
AO Asset Management
New York
$4.74M +$4.4M +714,000 New
EARNEST Partners
28
EARNEST Partners
Georgia
$4.11M -$116K -18,757 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.87M +$1.31M +212,593 +57%
Wells Fargo
30
Wells Fargo
California
$3.78M +$2.48M +401,783 +239%
First Trust Advisors
31
First Trust Advisors
Illinois
$3.76M -$1.18M -190,762 -25%
FCH
32
Freestone Capital Holdings
Washington
$3.73M -$266K -43,113 -7%
MNA
33
Manning & Napier Advisors
New York
$2.91M +$206K +33,365 +8%
SCM
34
Snow Capital Management
Pennsylvania
$2.86M +$1.41M +229,274 +114%
ARTA
35
A.R.T. Advisors
New York
$2.59M +$2M +324,500 +498%
SG Americas Securities
36
SG Americas Securities
New York
$2.38M -$73.6K -11,933 -3%
AAM
37
Advisors Asset Management
Colorado
$2.19M +$213K +34,528 +12%
PP
38
PDT Partners
New York
$2.17M +$2.01M +326,300 New
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$2.15M +$2M +324,502 New
FIMG
40
Financial & Investment Management Group
Michigan
$2.04M -$3.22M -521,763 -63%
CAM
41
Capstone Asset Management
Texas
$1.85M +$34.9K +5,665 +2%
AC
42
AFAM Capital
Texas
$1.82M -$11.3K -1,831 -0.7%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.74M -$205K -33,170 -11%
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.72M -$243K -39,325 -13%
RJA
45
Raymond James & Associates
Florida
$1.55M -$745K -120,686 -34%
State Street
46
State Street
Massachusetts
$1.43M +$1.24M +201,014 +1,952%
Jane Street
47
Jane Street
New York
$1.42M -$8.5M -1,378,092 -87%
Morgan Stanley
48
Morgan Stanley
New York
$1.4M +$689K +111,753 +113%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$1.27M -$908K -147,259 -43%
WAM
50
World Asset Management
Michigan
$1.27M +$19.1K +3,093 +2%

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.