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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
HCMT
101
Highland Capital Management (Tennessee)
Tennessee
$130K -$60.8K -9,035 -31%
GT
102
Greenleaf Trust
Michigan
$122K +$19.9K +2,952 +18%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$117K -$1.5K -223 -1%
BRWA
104
B. Riley Wealth Advisors
Florida
$111K -$87.8K -13,045 -43%
DWT
105
Dorsey & Whitney Trust
South Dakota
$110K
CCA
106
Checchi Capital Advisers
California
$105K +$10.3K +1,530 +10%
ASN
107
Advisory Services Network
Georgia
$98K +$56.4K +8,376 +121%
KeyBank National Association
108
KeyBank National Association
Ohio
$96K
GC
109
Guggenheim Capital
Illinois
$93K -$172K -25,518 -64%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$92K +$6.43K +955 +7%
GAM
111
Gotham Asset Management
New York
$77K -$112K -16,594 -58%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$77K
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$77K +$8.14K +1,210 +11%
IB
114
Intrust Bank
Kansas
$74K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68K +$40.6K +6,040 +132%
WIA
116
Wealthstreet Investment Advisors
Texas
$65K
AAMU
117
Amundi Asset Management US
Massachusetts
$56K
APA
118
American Portfolios Advisors
New York
$49.1K +$471 +70 +0.9%
WT
119
Whittier Trust
California
$46K
BCA
120
Bray Capital Advisors
Florida
$39K +$40.9K +6,075 New
BDS
121
Banco de Sabadell
Florida
$38K +$40.4K +6,000 New
S
122
SignatureFD
Georgia
$37K +$38.6K +5,733 New
OIA
123
OneDigital Investment Advisors
Kansas
$36K
JWA
124
JFS Wealth Advisors
Pennsylvania
$36K +$13K +1,936 +52%
SWP
125
Stratos Wealth Partners
Ohio
$34K +$4.16K +618 +13%

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.