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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$553K -$45.3K -3,646 -7%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$538K +$104K +8,367 +24%
BCM
128
Bluefin Capital Management
New York
$515K -$363K -29,213 -41%
Walleye Trading
129
Walleye Trading
New York
$502K +$510K +40,997 New
FCM
130
Firsthand Capital Management
California
$490K – – –
RHBC
131
R.H. Bluestein & Co
Michigan
$490K – – –
BWAM
132
Boyd Watterson Asset Management
Ohio
$481K +$35K +2,814 +8%
QT
133
Quantbot Technologies
New York
$476K +$387K +31,166 +400%
VKH
134
Virtu KCG Holdings
New York
$452K -$671K -53,971 -59%
AAM
135
Aberdeen Asset Management
United Kingdom
$422K – – –
GCT
136
Galaxy Capital Trading
British Virgin Islands
$406K +$413K +33,200 New
Brown Advisory
137
Brown Advisory
Maryland
$387K – – –
US Bancorp
138
US Bancorp
Minnesota
$359K +$7.51K +604 +2%
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$341K +$31K +2,494 +10%
AllianceBernstein
140
AllianceBernstein
Tennessee
$332K -$4.47K -360 -1%
DTL
141
Dynamic Technology Lab
Singapore
$322K +$328K +26,400 New
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$301K -$8.02K -645 -3%
FCH
143
Freestone Capital Holdings
Washington
$299K -$27.9K -2,245 -8%
SCA
144
SAC Capital Advisors
Connecticut
$297K -$9.88K -795 -3%
CBB
145
Citizens Business Bank
California
$269K – – –
N
146
Nuveen
North Carolina
$268K – – –
RBC
147
Ronald Blue & Co
Georgia
$254K -$52.3K -4,205 -17%
RC
148
RegentAtlantic Capital
New Jersey
$230K -$7.64K -615 -3%
COI
149
Connable Office Inc
Michigan
$225K +$56.1K +4,511 +33%
SGH
150
Schonfeld Group Holdings
New York
$224K +$228K +18,330 New
4 5
6
7 8

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.