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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
NIMC
51
NWQ Investment Management Company
California
$5.39M +$169K +13,650 +3%
PI
52
Placemark Investments
Illinois
$5.29M +$265K +21,369 +6%
GIA
53
Gateway Investment Advisers
Ohio
$5.27M -$13.9K -1,120 -0.3%
U
54
UBS
Switzerland
$5.02M -$9K -725 -0.2%
PRC
55
Platte River Capital
Colorado
$4.91M -$182K -14,680 -4%
RJA
56
Raymond James & Associates
Florida
$4.75M +$279K +22,474 +7%
LMIM
57
Lockheed Martin Investment Management
Maryland
$4.67M +$4.34M +350,000 New
NTCOC
58
Northern Trust Company of Connecticut
Connecticut
$4.67M – – –
SIP
59
Stoneridge Investment Partners
Pennsylvania
$4.33M -$86.6K -6,980 -2%
PG
60
PEAK6 Group
Illinois
$4.27M +$5.06M +407,551 +176%
WMSA
61
Weiss Multi-Strategy Advisers
New York
$4M -$3.72M -300,000 -50%
BAAM
62
Baker Avenue Asset Management
California
$3.81M +$187K +15,050 +6%
WAM
63
World Asset Management
Michigan
$3.66M -$631K -50,868 -16%
GXMC
64
Global X Management Company
New York
$3.63M +$174K +13,992 +5%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$3.58M +$46K +3,708 +1%
Comerica Bank
66
Comerica Bank
Texas
$3.57M +$231K +18,607 +7%
PPCM
67
Pillar Pacific Capital Management
California
$3.04M -$104K -8,400 -4%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.87M -$426K -34,306 -14%
GC
69
Guggenheim Capital
Illinois
$2.75M +$368K +29,647 +17%
CAM
70
Capstone Asset Management
Texas
$2.62M +$179K +14,390 +8%
KCM
71
Kornitzer Capital Management
Kansas
$2.52M +$807K +65,000 +52%
TH
72
Timber Hill
Connecticut
$2.35M +$960K +77,405 +78%
PP
73
PDT Partners
New York
$2.35M -$1.16M -93,800 -35%
ST
74
Spot Trading
Illinois
$2.32M +$308K +24,812 +17%
SB
75
Suntrust Banks
Georgia
$2.29M +$121K +9,751 +6%
1 2
3
4 5

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.