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Ericsson
ERIC

236 hedge funds and large institutions have $2.35B invested in Ericsson in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $25.7M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$288M)

6% more funds holding

Funds holding: 222 → 236 (+14)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
73
Reduced
84
Closed
18
Calls
$57.6M
Puts
$25.7M
Net Calls
+$31.9M
Net Calls Change
+$8.74M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$102M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$14.7M
5
BA
BlackRock Advisors
Delaware
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
-$56.1M
2
Bank of America
Bank of America
North Carolina
-$26.6M
3
EVM
Eaton Vance Management
Massachusetts
-$25.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.5M
5
VKH
Virtu KCG Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
51
BlackRock Institutional Trust
California
$4.56M +$732K +60,800 +19%
BFA
52
BlackRock Fund Advisors
California
$4.47M +$514K +42,680 +13%
Comerica Bank
53
Comerica Bank
Texas
$4.28M +$2.12M +175,860 +99%
MHI
54
Miller Howard Investments
New York
$3.82M +$169K +14,013 +5%
Citigroup
55
Citigroup
New York
$3.75M +$562K +46,682 +18%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$3.69M +$129K +10,678 +4%
AB
57
AT Bancorp
Iowa
$3.55M -$567K -47,093 -14%
Stifel Financial
58
Stifel Financial
Missouri
$3.37M +$1.99M +165,315 +146%
M&T Bank
59
M&T Bank
New York
$3.34M +$288K +23,951 +9%
Barclays
60
Barclays
United Kingdom
$3.32M +$1.89M +157,270 +132%
UBS Group
61
UBS Group
Switzerland
$3.24M +$3.22M +267,715 New
CMBA
62
C.M. Bidwell & Associates
Hawaii
$3.2M -$68.1K -5,650 -2%
GXMC
63
Global X Management Company
New York
$3.17M -$248K -20,554 -7%
FMT
64
First Mercantile Trust
Tennessee
$3.14M -$193K -16,001 -6%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$3.12M +$598K +49,661 +24%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.06M -$2.47M -204,770 -45%
GC
67
Guggenheim Capital
Illinois
$2.99M +$331K +27,448 +13%
RCM
68
Riverhead Capital Management
Delaware
$2.82M – – –
PPCM
69
Pillar Pacific Capital Management
California
$2.82M +$29.7K +2,466 +1%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.76M +$2.74M +227,814 New
Bank of America
71
Bank of America
North Carolina
$2.73M -$26.6M -2,208,807 -91%
KCM
72
Kornitzer Capital Management
Kansas
$2.54M – – –
Ameriprise
73
Ameriprise
Minnesota
$2.21M +$180K +14,932 +9%
PG
74
PEAK6 Group
Illinois
$2.17M -$546K -45,356 -20%
First Trust Advisors
75
First Trust Advisors
Illinois
$2.13M -$556K -46,150 -21%
1 2
3
4 5

ERIC Hedge Fund Activity: Q4 2014 in Review

236 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2014, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERIC positions and 18 closed out — a net gain of 16 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Janus Henderson Investors US, cutting an estimated $56.1M.

  • 236 institutional investors held Ericsson (ERIC) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $2.35B of Ericsson stock for Q4 2014, up 14% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2014 was Primecap Management, an estimated $208M added.
  • The largest Ericsson seller in Q4 2014 was Janus Henderson Investors US, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2014.