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Ericsson

184 hedge funds and large institutions have $1.85B invested in Ericsson in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.18M

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.37% more ownership

Funds ownership: 9.03%9.41% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$4.19M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
51
Reduced
46
Closed
37
Calls
$1.97M
Puts
$1.18M
Net Calls
+$793K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$303K -$27.5K -4,086 -8%
RCM
77
Riverhead Capital Management
Delaware
$298K
MCIM
78
Meadow Creek Investment Management
Georgia
$262K
CIBC World Market
79
CIBC World Market
Ontario, Canada
$255K +$269K +39,914 New
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$245K +$13.8K +2,049 +6%
GA
81
GFS Advisors
Texas
$244K
AG
82
Advisor Group
Arizona
$234K +$68.6K +10,193 +39%
Group One Trading
83
Group One Trading
Illinois
$205K +$216K +32,022 New
SQA
84
Simon Quick Advisors
New Jersey
$202K +$213K +31,584 New
FCM
85
Flinton Capital Management
Pennsylvania
$191K
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$186K -$857K -127,368 -82%
SFI
87
Susquehanna Fundamental Investments
Pennsylvania
$177K +$186K +27,700 New
AP
88
Advisor Partners
California
$173K +$15K +2,232 +9%
PPCM
89
Pillar Pacific Capital Management
California
$170K -$11.1K -1,650 -6%
NFA
90
Nuveen Fund Advisors
Illinois
$169K -$88.7K -13,183 -33%
UCFA
91
United Capital Financial Advisors
Texas
$168K -$25.2K -3,738 -12%
BCM
92
BlueCrest Capital Management
Jersey
$166K +$174K +25,910 New
IFWM
93
Institute for Wealth Management
Colorado
$154K +$61.4K +9,117 +81%
TSS
94
Two Sigma Securities
New York
$146K +$154K +22,812 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$139K -$23.4K -3,478 -14%
FGC
96
Financial Gravity Companies
Texas
$138K +$48.1K +7,141 +63%
FGAM
97
Financial Gravity Asset Management
Texas
$138K +$124K +18,492 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$136K +$143K +21,293 New
AI
99
Atria Investments
North Carolina
$134K +$30.9K +4,593 +28%
Simplex Trading
100
Simplex Trading
Illinois
$134K +$96.4K +14,323 +216%

ERIC Hedge Fund Activity: Q1 2018 in Review

184 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2018, worth a combined $1.85B — down 0.23% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ERIC and 34 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was Primecap Management, adding an estimated $85.3M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $41.2M.

  • 184 institutional investors held Ericsson (ERIC) as of Q1 2018, down from 187 in Q4 2017.
  • Funds reported $1.85B of Ericsson stock for Q1 2018, down 0.23% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q1 2018 and 37 closed out, a net change of -3 holders.
  • The largest Ericsson buyer in Q1 2018 was Primecap Management, an estimated $85.3M added.
  • The largest Ericsson seller in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2018.