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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
LWAM
76
Legacy Wealth Asset Management
Minnesota
$453K +$6.04K +1,126 +1%
GS
77
GTS Securities
New York
$415K +$409K +76,160 New
SFA
78
Sequoia Financial Advisors
Ohio
$409K +$402K +74,981 New
Two Sigma Investments
79
Two Sigma Investments
New York
$391K -$4.37M -814,179 -92%
Group One Trading
80
Group One Trading
Illinois
$341K +$97K +18,076 +41%
ACM
81
Aquatic Capital Management
Illinois
$337K +$332K +61,800 New
Squarepoint
82
Squarepoint
New York
$336K +$330K +61,597 New
Citigroup
83
Citigroup
New York
$334K -$3.53M -658,257 -91%
Osaic Holdings
84
Osaic Holdings
Arizona
$332K -$36.5K -6,802 -10%
PA
85
Profund Advisors
Maryland
$328K -$61.8K -11,511 -16%
LFAS
86
Level Four Advisory Services
Texas
$323K +$21K +3,907 +7%
Mariner
87
Mariner
Kansas
$309K -$55K -10,243 -15%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$309K -$94.6M -17,635,202 -100%
Charles Schwab
89
Charles Schwab
California
$295K +$182K +33,979 +169%
MCM
90
Mengis Capital Management
Oregon
$293K -$12.3K -2,300 -4%
DS
91
DRW Securities
Illinois
$292K +$288K +53,630 New
VPIM
92
Vanguard Personalized Indexing Management
California
$291K +$2.99K +557 +1%
GCM
93
Gallacher Capital Management
Colorado
$287K +$26.9K +5,015 +11%
YCM
94
Yousif Capital Management
Michigan
$284K +$4.28K +797 +2%
CSS
95
Cubist Systematic Strategies
Connecticut
$282K -$2.66M -495,138 -91%
RCM
96
RNC Capital Management
California
$279K -$7.62K -1,420 -3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$275K -$79.5K -14,821 -23%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$267K +$263K +48,939 New
TSS
99
Two Sigma Securities
New York
$246K +$41.4K +7,709 +21%
FTDI
100
First Trust Direct Indexing
Massachusetts
$234K -$9.86K -1,837 -4%

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.