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Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
51
Gateway Investment Advisers
Ohio
$5.26M -$1.25K -100 -0%
SLG
52
Stanley-Laman Group
Pennsylvania
$5.2M +$14.8K +1,185 +0.3%
AAM
53
Advisors Asset Management
Colorado
$5.11M +$1.29M +103,194 +37%
AB
54
AT Bancorp
Iowa
$4.82M +$4.52M +361,851 New
MNA
55
Manning & Napier Advisors
New York
$4.78M -$81.4K -6,515 -2%
BAAM
56
Baker Avenue Asset Management
California
$4.51M -$520K -41,629 -11%
PRC
57
Platte River Capital
Colorado
$4.48M +$765K +61,280 +22%
VKH
58
Virtu KCG Holdings
New York
$4.33M +$3.6M +288,257 +779%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$4.28M -$409K -32,774 -9%
KCM
60
Kornitzer Capital Management
Kansas
$3.85M +$500K +40,000 +16%
BFA
61
BlackRock Fund Advisors
California
$3.77M +$1.15M +92,100 +48%
MHI
62
Miller Howard Investments
New York
$3.74M +$3.5M +280,529 New
GXMC
63
Global X Management Company
New York
$3.73M +$146K +11,667 +4%
FMT
64
First Mercantile Trust
Tennessee
$3.71M +$1.85M +147,761 +113%
BIT
65
BlackRock Institutional Trust
California
$3.71M +$792K +63,400 +30%
U
66
UBS
Switzerland
$3.68M -$2.56M -204,887 -43%
ST
67
Spot Trading
Illinois
$3.41M -$55K -4,402 -2%
ACI
68
AMP Capital Investors
Australia
$3.33M -$620K -49,600 -16%
AP
69
Alydar Partners
Massachusetts
$3.33M +$3.12M +250,000 New
CMBA
70
C.M. Bidwell & Associates
Hawaii
$3.3M +$3.09M +247,270 New
PG
71
PEAK6 Group
Illinois
$3.21M +$198K +15,870 +7%
RCM
72
Riverhead Capital Management
Delaware
$3.1M +$2.91M +232,900 New
PPCM
73
Pillar Pacific Capital Management
California
$2.91M -$46.7K -3,735 -2%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$2.9M +$547K +43,811 +25%
PI
75
Placemark Investments
Illinois
$2.84M -$3.4M -272,093 -56%
1 2
3
4 5

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.