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Ericsson

204 hedge funds and large institutions have $1.9B invested in Ericsson in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

515% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $2.27M

7% more capital invested

Capital invested by funds: $1.78B → $1.9B (+$120M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 8.74%8.63% (-0.11%)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

5% less funds holding

Funds holding: 215204 (-11)

28% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 39

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
63
Reduced
66
Closed
39
Calls
$13.9M
Puts
$2.27M
Net Calls
+$11.7M
Net Calls Change
+$9.87M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.32M +$5.67M +836,060 +451%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$7.17M +$6M +885,300 +772%
UM
28
Ulysses Management
New York
$7.17M +$6.78M +1,000,000 New
Ameriprise
29
Ameriprise
Minnesota
$7M +$6.27M +925,455 +1,827%
OMC
30
Old Mission Capital
Illinois
$6.21M +$5.88M +866,538 New
IIA
31
IPG Investment Advisors
California
$5.91M +$400K +59,050 +8%
SCM
32
Snow Capital Management
Pennsylvania
$5.08M +$1.88M +277,399 +64%
EARNEST Partners
33
EARNEST Partners
Georgia
$4.04M -$369K -54,388 -9%
Wells Fargo
34
Wells Fargo
California
$3.79M -$276K -40,707 -7%
SG Americas Securities
35
SG Americas Securities
New York
$3.44M +$828K +122,147 +34%
CIP
36
Chartwell Investment Partners
Pennsylvania
$3.13M +$1.78M +263,000 +152%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3.03M -$5.77M -850,312 -67%
FCH
38
Freestone Capital Holdings
Washington
$2.59M -$1.36M -200,222 -36%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$2.53M +$1.27M +187,800 +113%
AAM
40
Advisors Asset Management
Colorado
$2.2M -$164K -24,168 -7%
FIMG
41
Financial & Investment Management Group
Michigan
$2.06M -$131K -19,381 -6%
Morgan Stanley
42
Morgan Stanley
New York
$2.06M +$520K +76,730 +36%
CAM
43
Capstone Asset Management
Texas
$1.93M -$66.7K -9,835 -4%
AC
44
AFAM Capital
Texas
$1.83M -$123K -18,134 -7%
Fisher Asset Management
45
Fisher Asset Management
Washington
$1.73M -$121K -17,827 -7%
Federated Hermes
46
Federated Hermes
Pennsylvania
$1.72M +$678K +100,000 +71%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$1.68M +$286K +42,132 +22%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.61M -$2.44M -359,218 -62%
OAM
49
Oppenheimer Asset Management
New York
$1.31M +$30K +4,430 +2%
WAM
50
World Asset Management
Michigan
$1.3M -$71.3K -10,509 -5%

ERIC Hedge Fund Activity: Q2 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2017, worth a combined $1.9B — up 6.7% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of ERIC and 28 opened new positions — a net loss of 11 holders — while 66 trimmed existing stakes and 63 added.

The largest buyer was Millennium Management, adding an estimated $28.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $66.3M sold.

  • 204 institutional investors held Ericsson (ERIC) as of Q2 2017, down from 215 in Q1 2017.
  • Funds reported $1.9B of Ericsson stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 28 funds opened new Ericsson positions in Q2 2017 and 39 closed out, a net change of -11 holders.
  • The largest Ericsson buyer in Q2 2017 was Millennium Management, an estimated $28.3M added.
  • The largest Ericsson seller in Q2 2017 was Arrowstreet Capital, an estimated $66.3M sold.

Based on aggregated 13F filings for Q2 2017.