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Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.23M +$202K +32,767 +21%
PA
52
Profund Advisors
Maryland
$1.21M +$380K +61,523 +51%
Comerica Bank
53
Comerica Bank
Texas
$1.21M +$19.2K +3,109 +2%
OAM
54
Oppenheimer Asset Management
New York
$1.19M +$1.1M +178,975 New
CIP
55
Chartwell Investment Partners
Pennsylvania
$1.15M +$1.07M +173,000 New
ACI
56
AMP Capital Investors
Australia
$1.11M -$1.51M -245,475 -59%
GXMC
57
Global X Management Company
New York
$1.11M +$12K +1,940 +1%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$1.1M +$1.02M +165,600 New
EMG
59
Ellington Management Group
Connecticut
$1.02M +$952K +154,300 New
Natixis Advisors
60
Natixis Advisors
Massachusetts
$1.01M +$26.3K +4,262 +3%
Fidelity International
61
Fidelity International
Bermuda
$1.01M +$381K +61,834 +68%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$948K
Federated Hermes
63
Federated Hermes
Pennsylvania
$930K +$864K +140,000 New
HCM
64
Horrell Capital Management
Arkansas
$830K -$894K -145,000 -54%
TH
65
Timber Hill
Connecticut
$820K +$578K +93,662 +314%
GT
66
Glenmede Trust
Pennsylvania
$786K -$48.5K -7,866 -6%
Stifel Financial
67
Stifel Financial
Missouri
$781K +$129K +20,936 +22%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$762K +$708K +114,700 New
FPF
69
FNY Partners Fund
New York
$718K +$50.7K +8,213 +8%
Wolverine Trading
70
Wolverine Trading
Illinois
$700K +$320K +51,929 +95%
CSS
71
Cubist Systematic Strategies
Connecticut
$670K -$144K -23,392 -19%
DZ Bank
72
DZ Bank
Germany
$664K
NFA
73
Nuveen Fund Advisors
Illinois
$640K +$71.8K +11,635 +13%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$623K +$35.6K +5,765 +7%
CA
75
Commerzbank Aktiengesellschaft
Germany
$559K -$308K -50,000 -37%

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.