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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
76
Advisors Asset Management
Colorado
$2.19M +$766K +61,755 +60%
1IC
77
1919 Investment Counsel
Maryland
$2.1M +$41.3K +3,325 +2%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$2.05M +$335K +26,960 +21%
PA
79
Profund Advisors
Maryland
$1.97M +$819K +65,988 +81%
NAM
80
NorthCoast Asset Management
Connecticut
$1.73M +$487K +39,217 +43%
UM
81
Ulysses Management
New York
$1.67M +$1.55M +125,000 New
ARTA
82
A.R.T. Advisors
New York
$1.59M -$1.46M -117,400 -50%
GC
83
Gratry & Company
Ohio
$1.46M +$37K +2,980 +3%
Group One Trading
84
Group One Trading
Illinois
$1.43M +$373K +30,030 +39%
FMT
85
First Mercantile Trust
Tennessee
$1.41M +$233K +18,744 +22%
ANI
86
American National Insurance
Texas
$1.38M – – –
LI
87
Longer Investments
Arkansas
$1.37M +$1.28M +102,850 New
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$1.33M +$1.24M +100,000 New
AssetMark Inc
89
AssetMark Inc
California
$1.27M +$1.18M +95,404 New
SCM
90
Stevens Capital Management
Pennsylvania
$1.22M -$1.3M -104,692 -53%
VKH
91
Virtu KCG Holdings
New York
$1.21M +$1.13M +90,954 New
ICM
92
ICC Capital Management
Florida
$1.21M +$73.9K +5,956 +7%
Citadel Advisors
93
Citadel Advisors
Florida
$1.2M -$5.24M -422,316 -82%
OH
94
Orbis Holdings
Bermuda
$1.19M +$98.9K +7,972 +10%
GI
95
GAMCO Investors
Connecticut
$1.16M – – –
QIM
96
Quantitative Investment Management
Virginia
$1.13M +$1.05M +84,300 New
TD Asset Management
97
TD Asset Management
Ontario, Canada
$1.05M +$327K +26,341 +50%
RFC
98
Russell Frank Company
Washington
$1.02M +$949K +76,494 New
DRGI
99
del Rey Global Investors
California
$1.01M -$26.3K -2,122 -3%
BCM
100
Bluefin Capital Management
New York
$1M -$37.7K -3,035 -4%
2 3
4
5 6

ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.