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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$233K +$47.4K +8,836 +26%
GC
102
Guggenheim Capital
Illinois
$233K -$215K -40,063 -48%
GIA
103
Gateway Investment Advisers
Ohio
$230K -$29.6K -5,509 -12%
PFO
104
Pathstone Family Office
New Jersey
$208K -$32.3K -6,015 -14%
PI
105
PEAK6 Investments
Illinois
$203K -$11.9K -2,223 -6%
NP
106
Nilsine Partners
Colorado
$194K -$31K -5,775 -14%
US Bancorp
107
US Bancorp
Minnesota
$192K -$288K -53,716 -60%
Cerity Partners
108
Cerity Partners
New York
$191K -$33.4K -6,221 -15%
IB
109
Intrust Bank
Kansas
$188K -$64.8K -12,079 -26%
FIM
110
Freedom Investment Management
Connecticut
$179K -$10.8K -2,021 -6%
BCI
111
Brinker Capital Investments
Pennsylvania
$173K -$11.4K -2,134 -6%
OPS
112
Orion Portfolio Solutions
Nebraska
$173K -$11.4K -2,134 -6%
Capstone Investment Advisors
113
Capstone Investment Advisors
New York
$171K +$168K +31,306 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$166K -$6.65K -1,240 -4%
MS
115
Maven Securities
Jersey
$164K
HighTower Advisors
116
HighTower Advisors
Illinois
$157K -$112K -20,966 -42%
RWM
117
Ruedi Wealth Management
Illinois
$154K +$1.4K +261 +0.9%
AC
118
AXQ Capital
New Jersey
$142K +$140K +26,100 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$139K +$9.78K +1,823 +8%
MSAM
120
Moloney Securities Asset Management
Missouri
$129K
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$129K -$60.3K -11,244 -32%
SIS
122
Susquehanna International Securities
Ireland
$126K -$579K -107,915 -82%
IFWM
123
Institute for Wealth Management
Colorado
$125K +$123K +22,845 New
TWC
124
TD Waterhouse Canada
Ontario, Canada
$121K +$102K +19,017 +651%
OC
125
Oppenheimer & Co
New York
$120K -$70.6K -13,166 -37%

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.