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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
$917K +$159K +28,222 +20%
SC
52
Syon Capital
California
$878K -$689K -122,238 -43%
LPL Financial
53
LPL Financial
California
$808K +$76.9K +13,637 +10%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$783K +$27.3K +4,840 +4%
NAM
55
NorthCrest Asset Manangement
Minnesota
$723K -$42.8K -7,600 -5%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$711K +$437K +77,448 +150%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$706K
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$703K -$2.52M -446,169 -78%
CAM
59
Cresset Asset Management
Illinois
$699K -$52.7K -9,344 -7%
AllianceBernstein
60
AllianceBernstein
Tennessee
$647K -$11.3M -2,006,650 -94%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$635K +$102K +18,046 +19%
XT
62
XTX Topco
Cayman Islands
$618K +$632K +112,090 New
MSAM
63
Moloney Securities Asset Management
Missouri
$603K +$617K +109,500 New
VPIM
64
Vanguard Personalized Indexing Management
California
$575K +$239K +42,452 +69%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$555K +$142K +25,219 +33%
LWAM
66
Legacy Wealth Asset Management
Minnesota
$550K +$25.3K +4,482 +5%
DWM
67
Dorchester Wealth Management
Quebec, Canada
$527K +$11.3K +2,000 +2%
IRC
68
Investors Research Corp
Georgia
$504K +$29.9K +5,300 +6%
CMG
69
Cavalry Management Group
California
$479K +$490K +86,957 New
Charles Schwab
70
Charles Schwab
California
$477K +$253K +44,799 +107%
GC
71
Guggenheim Capital
Illinois
$462K +$229K +40,601 +94%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$461K +$395K +70,065 +516%
Walleye Capital
73
Walleye Capital
New York
$435K +$445K +78,968 New
Natixis Advisors
74
Natixis Advisors
Massachusetts
$431K -$61.8K -10,966 -12%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$424K -$11.9K -2,107 -3%

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.