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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OH
101
Orbis Holdings
Bermuda
$1.09M – – –
Barclays
102
Barclays
United Kingdom
$1.08M +$227K +18,271 +25%
GI
103
GAMCO Investors
Connecticut
$1.06M – – –
DC
104
Deere & Company
Illinois
$994K +$189K +15,238 +23%
TH
105
Timber Hill
Connecticut
$930K -$1.24M -100,104 -57%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$926K -$38.6K -3,105 -4%
PIM
107
Progressive Investment Management
Oregon
$904K +$15.4K +1,237 +2%
CA
108
Commerzbank Aktiengesellschaft
Germany
$875K – – –
CAM
109
Chesapeake Asset Management
New York
$849K – – –
1GA
110
1st Global Advisors
Texas
$836K +$795 +64 +0.1%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$814K +$66.1K +5,320 +9%
HPCM
112
High Pointe Capital Management
Illinois
$808K +$820K +66,000 New
DRGI
113
del Rey Global Investors
California
$799K -$130K -10,435 -14%
GT
114
Glenmede Trust
Pennsylvania
$793K +$315K +25,355 +64%
First Trust Advisors
115
First Trust Advisors
Illinois
$781K +$166K +13,344 +26%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$775K +$796K +64,077 New
BJ
117
BlackRock Japan
Japan
$733K +$745K +59,900 New
MCC
118
Mid Continent Capital
Illinois
$724K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$654K +$167K +13,412 +34%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$623K +$653K +52,500 New
Group One Trading
121
Group One Trading
Illinois
$619K -$704K -56,664 -53%
PAM
122
Palisade Asset Management
Minnesota
$612K – – –
NA
123
Navellier & Associates
Nevada
$591K +$116K +9,346 +24%
SF
124
Synovus Financial
Georgia
$590K +$11.7K +941 +2%
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$565K +$287K +23,100 +100%
3 4
5
6 7

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.