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Ericsson
ERIC

236 hedge funds and large institutions have $2.35B invested in Ericsson in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $25.7M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$288M)

6% more funds holding

Funds holding: 222 → 236 (+14)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
236
Holders Change
+14
Holders Change %
+6.31%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
73
Reduced
84
Closed
18
Calls
$57.6M
Puts
$25.7M
Net Calls
+$31.9M
Net Calls Change
+$8.74M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$208M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$102M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$14.7M
5
BA
BlackRock Advisors
Delaware
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
-$56.1M
2
Bank of America
Bank of America
North Carolina
-$26.6M
3
EVM
Eaton Vance Management
Massachusetts
-$25.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.5M
5
VKH
Virtu KCG Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
126
Citizens Business Bank
California
$339K – – –
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$308K -$18.2K -1,508 -6%
Mitsubishi UFJ Asset Management
128
Mitsubishi UFJ Asset Management
Japan
$288K – – –
RBC
129
Ronald Blue & Co
Georgia
$280K +$17.6K +1,460 +7%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$279K +$131K +10,909 +90%
RJT
131
Raymond James Trust
Florida
$278K -$15.4K -1,279 -5%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$272K +$270K +22,456 New
SGAM
133
Smith Group Asset Management
Texas
$272K +$271K +22,477 New
JP Morgan Chase
134
JP Morgan Chase
New York
$266K -$9.38K -779 -3%
CCA
135
Checchi Capital Advisers
California
$265K +$8.91K +740 +3%
RC
136
RegentAtlantic Capital
New Jersey
$264K +$28.5K +2,370 +12%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$259K -$42.4K -3,521 -14%
NIT
138
NumerixS Investment Technologies
British Columbia, Canada
$237K +$236K +19,600 New
ONB
139
Old National Bancorp
Indiana
$233K +$1.04K +86 +0.4%
DCM
140
Dynamic Capital Management
Jersey
$231K +$230K +19,082 New
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$219K +$5.01K +416 +2%
BF
142
BOK Financial
Oklahoma
$216K -$151K -12,524 -41%
AAM
143
Aberdeen Asset Management
United Kingdom
$214K – – –
FAAS
144
First Allied Advisory Services
California
$207K -$5.24K -435 -3%
JIC
145
Johnson Investment Counsel
Ohio
$204K +$1.26K +105 +0.6%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$194K +$147K +12,168 +316%
UCFA
147
United Capital Financial Advisors
Texas
$189K -$10.1K -837 -5%
BTNA
148
Bremer Trust National Association
Minnesota
$183K +$3.22K +267 +2%
CCB
149
Cutter & Co Brokerage
Missouri
$183K +$9.52K +790 +6%
CCM
150
Carlson Capital Management
Minnesota
$182K – – –
4 5
6
7 8

ERIC Hedge Fund Activity: Q4 2014 in Review

236 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2014, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERIC positions and 18 closed out — a net gain of 16 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Primecap Management, adding an estimated $208M. The largest seller was Janus Henderson Investors US, cutting an estimated $56.1M.

  • 236 institutional investors held Ericsson (ERIC) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $2.35B of Ericsson stock for Q4 2014, up 14% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2014 was Primecap Management, an estimated $208M added.
  • The largest Ericsson seller in Q4 2014 was Janus Henderson Investors US, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2014.