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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$3.43M -$1.04M -185,286 -23%
Wells Fargo
27
Wells Fargo
California
$3.22M +$870K +154,268 +36%
AAM
28
Azzad Asset Management
Virginia
$3.18M +$61.6K +10,935 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$3.09M -$12.4M -2,198,866 -80%
UBS Group
30
UBS Group
Switzerland
$3.08M -$69.2K -12,277 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.81M +$1.48M +263,372 +107%
BlackRock
32
BlackRock
New York
$2.37M +$286K +50,810 +13%
EARNEST Partners
33
EARNEST Partners
Georgia
$2.09M +$452K +80,273 +27%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$1.84M +$319K +56,532 +20%
OC
35
Oppenheimer & Co
New York
$1.8M -$2.87M -509,735 -61%
QT
36
Quantbot Technologies
New York
$1.8M -$17.1K -3,030 -0.9%
HJIM
37
Henry James International Management
New York
$1.67M -$1.07K -190 -0.1%
SEI Investments
38
SEI Investments
Pennsylvania
$1.66M +$3.84K +681 +0.2%
MAM
39
Milestone Asset Management
Pennsylvania
$1.45M +$1.48M +262,354 New
RJA
40
Raymond James & Associates
Florida
$1.29M +$461K +81,713 +53%
SAM
41
Silvercrest Asset Management
New York
$1.29M +$17.6K +3,130 +1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$432K +76,614 +53%
CGH
43
Crossmark Global Holdings
Texas
$1.2M +$1.74K +309 +0.1%
Boston Partners
44
Boston Partners
Massachusetts
$1.16M -$366K -64,910 -24%
Stifel Financial
45
Stifel Financial
Missouri
$1.08M +$89.5K +15,881 +9%
AAM
46
Advisors Asset Management
Colorado
$1.05M +$45.6K +8,086 +4%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$1.02M
Citigroup
48
Citigroup
New York
$1.01M +$244K +43,262 +31%
SG Americas Securities
49
SG Americas Securities
New York
$926K +$947K +168,023 New
EI
50
Ethic Inc
New York
$917K +$272K +48,179 +41%

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.