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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Silvercrest Asset Management
New York
$1.12M +$138K +25,770 +14%
WCM
52
Westerly Capital Management
California
$1.09M +$1.07M +200,000 New
NAM
53
NorthCrest Asset Manangement
Minnesota
$987K -$30.2K -5,625 -3%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$975K +$45.9K +8,552 +5%
Ameriprise
55
Ameriprise
Minnesota
$956K -$26M -4,842,208 -97%
AAM
56
Advisors Asset Management
Colorado
$914K +$263K +49,078 +41%
Corient Private Wealth
57
Corient Private Wealth
Florida
$899K -$3.2K -597 -0.4%
VIA
58
Vident Investment Advisory
Georgia
$877K +$131K +24,360 +18%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$836K -$544K -101,372 -40%
LPL Financial
60
LPL Financial
California
$834K +$221K +41,198 +37%
RJA
61
Raymond James & Associates
Florida
$795K +$197K +36,649 +34%
FFM
62
Forum Financial Management
Illinois
$730K -$80 -15 -0%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$714K +$569K +106,136 +426%
BlackRock
64
BlackRock
New York
$709K -$211K -39,393 -23%
DWM
65
Dorchester Wealth Management
Quebec, Canada
$668K +$12.6K +2,350 +2%
YIH
66
Y-Intercept (HK)
Hong Kong
$659K -$1.96M -365,042 -75%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$613K -$62.5K -11,654 -9%
RWM
68
Ritholtz Wealth Management
New York
$584K +$168K +31,308 +41%
CAM
69
Cresset Asset Management
Illinois
$569K +$502K +93,562 +862%
MAM
70
Monaco Asset Management
Monaco
$545K
EI
71
Ethic Inc
New York
$540K -$5.66K -1,055 -1%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$533K +$378K +70,400 +254%
IRC
73
Investors Research Corp
Georgia
$513K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$503K +$30.1K +5,613 +6%
CCP
75
Clifford Capital Partners
Utah
$486K +$479K +89,242 New

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.