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Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$2.81M +$2.27M +181,420 +618%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$2.8M +$490K +39,201 +23%
CAM
78
Capstone Asset Management
Texas
$2.78M +$44.5K +3,560 +2%
Comerica Bank
79
Comerica Bank
Texas
$2.78M +$13K +1,038 +0.5%
Jane Street
80
Jane Street
New York
$2.54M +$481K +38,486 +25%
RFC
81
Russell Frank Company
Washington
$2.43M -$1.26M -100,713 -33%
SB
82
Suntrust Banks
Georgia
$2.41M +$24.8K +1,989 +1%
SCM
83
Sigma Capital Management
Connecticut
$2.4M +$2.25M +180,000 New
VAM
84
Visium Asset Management
New York
$2.29M +$608K +48,640 +40%
WAM
85
World Asset Management
Michigan
$2.28M -$511K -40,908 -19%
1IC
86
1919 Investment Counsel
Maryland
$2.26M -$9.43K -755 -0.4%
OH
87
Orbis Holdings
Bermuda
$2.24M +$982K +78,598 +88%
KCM
88
Kempner Capital Management
Texas
$1.98M +$1.86M +148,865 New
Nomura Holdings
89
Nomura Holdings
Japan
$1.91M +$1.8M +143,732 New
GC
90
Guggenheim Capital
Illinois
$1.87M +$400K +32,017 +30%
TH
91
Timber Hill
Connecticut
$1.8M +$734K +58,731 +77%
RP
92
Realm Partners
New York
$1.76M +$1.65M +132,396 New
Ameriprise
93
Ameriprise
Minnesota
$1.73M -$8.01M -641,046 -83%
PA
94
Profund Advisors
Maryland
$1.7M -$85.9K -6,880 -5%
LI
95
Longer Investments
Arkansas
$1.7M +$1.59M +127,445 New
UM
96
Ulysses Management
New York
$1.67M – – –
GC
97
Gratry & Company
Ohio
$1.6M +$66.4K +5,320 +5%
Barclays
98
Barclays
United Kingdom
$1.57M +$385K +30,785 +34%
Group One Trading
99
Group One Trading
Illinois
$1.55M +$820K +65,619 +130%
ANI
100
American National Insurance
Texas
$1.38M – – –
2 3
4
5 6

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.