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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$237K -$56 -10 -0%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$236K +$17.6K +3,119 +8%
CSS
103
Cubist Systematic Strategies
Connecticut
$226K +$35.6K +6,309 +18%
DWT
104
Dorsey & Whitney Trust
South Dakota
$223K +$2.15K +382 +1%
CS
105
Credit Suisse
Switzerland
$218K -$531K -94,136 -70%
VA
106
Vident Advisory
Georgia
$209K -$256K -45,454 -55%
Ameriprise
107
Ameriprise
Minnesota
$205K -$7.36K -1,305 -3%
IB
108
Intrust Bank
Kansas
$201K +$3.57K +634 +2%
CC
109
Callan Capital
California
$196K +$201K +35,594 New
DADC
110
D.A. Davidson & Co
Montana
$182K
TSS
111
Two Sigma Securities
New York
$179K -$24.6K -4,356 -12%
CTC
112
Cetera Trust Company
Minnesota
$171K +$69.2K +12,275 +65%
BP
113
BNP Paribas
France
$165K +$169K +30,000 New
LSA
114
Leonteq Securities AG
Switzerland
$158K +$18.3K +3,242 +13%
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$156K -$5.95K -1,056 -4%
HighTower Advisors
116
HighTower Advisors
Illinois
$154K +$1.95K +346 +1%
US Bancorp
117
US Bancorp
Minnesota
$147K -$53K -9,395 -26%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$147K -$1.41M -250,180 -90%
BHPW
119
Beverly Hills Private Wealth
California
$146K +$149K +26,409 New
FAFN
120
First Affirmative Financial Network
Colorado
$145K +$12.8K +2,268 +9%
BCI
121
Brinker Capital Investments
Pennsylvania
$145K -$7.4K -1,312 -5%
OPS
122
Orion Portfolio Solutions
Nebraska
$145K -$7.4K -1,312 -5%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$135K +$4.28K +759 +3%
FIM
124
Freedom Investment Management
Connecticut
$132K -$8.88K -1,576 -6%
TI
125
Tidal Investments
Wisconsin
$129K +$66.8K +11,850 +102%

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.