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Ericsson

246 hedge funds and large institutions have $1.87B invested in Ericsson in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $12.9M

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$220M)

3% more funds holding

Funds holding: 239246 (+7)

0.11% more ownership

Funds ownership: 9.72%9.84% (+0.11%)

Holders
246
Holders Change
+7
Holders Change %
+2.93%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
47
Increased
91
Reduced
62
Closed
35
Calls
$15.6M
Puts
$12.9M
Net Calls
+$2.69M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$5.74M -$3.25M -581,280 -38%
OC
27
Oppenheimer & Co
New York
$5.32M +$3M +536,807 +165%
T2I
28
Turim 21 Investimentos
Brazil
$4.13M
GIA
29
Gateway Investment Advisers
Ohio
$3.89M +$3.26M +584,201 +1,261%
American Century Companies
30
American Century Companies
Missouri
$3.84M -$162 -29 -0%
Citadel Advisors
31
Citadel Advisors
Florida
$3.66M +$178K +31,875 +6%
AAM
32
Azzad Asset Management
Virginia
$3.25M -$273K -48,878 -8%
JF
33
Jump Financial
Illinois
$3.13M +$2.83M +507,461 New
Squarepoint
34
Squarepoint
New York
$3.03M +$2.74M +490,670 New
Millennium Management
35
Millennium Management
New York
$2.9M +$2.62M +469,401 New
BlackRock
36
BlackRock
New York
$2.65M -$1.7K -304 -0.1%
QCM
37
Quantinno Capital Management
New York
$2.63M +$2.38M +425,970 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.52M -$563K -100,757 -20%
EARNEST Partners
39
EARNEST Partners
Georgia
$2.27M -$61.4K -10,995 -3%
Wells Fargo
40
Wells Fargo
California
$2.24M -$1.24M -221,473 -38%
Stifel Financial
41
Stifel Financial
Missouri
$2.11M +$820K +146,832 +75%
XC
42
XY Capital
Hong Kong
$1.98M +$1.8M +321,586 New
HJIM
43
Henry James International Management
New York
$1.87M -$497 -89 -0%
SEI Investments
44
SEI Investments
Pennsylvania
$1.86M +$296 +53 +0%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$1.82M +$618K +110,694 +60%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.77M -$265K -47,440 -14%
UBS Group
47
UBS Group
Switzerland
$1.67M -$1.61M -287,976 -52%
SG Americas Securities
48
SG Americas Securities
New York
$1.66M +$568K +101,748 +61%
HCA
49
Harbor Capital Advisors
Illinois
$1.65M +$1.19M +213,125 +396%
SAM
50
Silvercrest Asset Management
New York
$1.52M +$73.4K +13,135 +6%

ERIC Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ERIC positions and 35 closed out — a net gain of 12 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.6M. The largest seller was Slate Path Capital, exiting entirely with an estimated $93.6M sold.

  • 246 institutional investors held Ericsson (ERIC) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $1.87B of Ericsson stock for Q2 2024, up 13% quarter-over-quarter.
  • 47 funds opened new Ericsson positions in Q2 2024 and 35 closed out, a net change of +12 holders.
  • The largest Ericsson buyer in Q2 2024 was Bank of Montreal, an estimated $75.6M added.
  • The largest Ericsson seller in Q2 2024 was Slate Path Capital, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2024.