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Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
101
GFS Advisors
Texas
$254K
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253K +$25.3K +4,096 +12%
UCFA
103
United Capital Financial Advisors
Texas
$250K +$31.6K +5,120 +16%
KI
104
Koch Industries
Kansas
$247K +$229K +37,177 New
Two Sigma Investments
105
Two Sigma Investments
New York
$242K -$8.35M -1,353,568 -97%
Barclays
106
Barclays
United Kingdom
$236K -$27K -4,376 -11%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$234K +$28.8K +4,663 +15%
RHBC
108
R.H. Bluestein & Co
Michigan
$232K
FA
109
FDx Advisors
Illinois
$230K +$19.7K +3,199 +10%
BC
110
Brinker Capital
Pennsylvania
$228K +$212K +34,347 New
FPCG
111
Fort Pitt Capital Group
Pennsylvania
$218K +$74.6K +12,100 +58%
Simplex Trading
112
Simplex Trading
Illinois
$217K +$202K +32,812 New
GT
113
Greenleaf Trust
Michigan
$202K +$187K +30,349 New
FCM
114
Flinton Capital Management
Pennsylvania
$198K
JG
115
Jefferies Group
New York
$195K +$181K +29,375 New
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$184K +$4.74K +769 +3%
CIM
117
CIM Investment Management
Pennsylvania
$173K
ECM
118
ETrade Capital Management
Virginia
$172K -$12.1K -1,969 -7%
SI
119
Stephens Inc
Arkansas
$172K +$7.57K +1,227 +5%
FAAS
120
First Allied Advisory Services
California
$145K -$2.93K -475 -2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$144K +$5.5K +892 +4%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$143K -$1.67K -271 -1%
CCA
123
Checchi Capital Advisers
California
$142K +$20.2K +3,280 +18%
Truist Financial
124
Truist Financial
North Carolina
$140K -$557K -90,273 -81%
RBC
125
Ronald Blue & Co
Georgia
$122K +$11.5K +1,866 +11%

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.