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Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
126
Boyd Watterson Asset Management
Ohio
$119K -$3.26K -529 -3%
ST
127
Smithfield Trust
Pennsylvania
$117K
AG
128
Advisor Group
Arizona
$116K +$27.1K +4,397 +34%
QCMC
129
Quantum Capital Management (California)
California
$112K +$104K +16,922 New
HC
130
Henshaw Capital
Massachusetts
$109K
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$109K +$101K +16,344 New
TSS
132
Two Sigma Securities
New York
$106K +$98.4K +15,950 New
ONB
133
Old National Bancorp
Indiana
$105K +$7.29K +1,181 +8%
IB
134
Intrust Bank
Kansas
$101K -$104K -16,876 -53%
HIMCH
135
Hartford Investment Management Co (HIMCO)
Connecticut
$100K
MCP
136
Mirador Capital Partners
California
$100K
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$99K
Bessemer Group
138
Bessemer Group
New Jersey
$99K +$89.8K +14,560 +5,824%
RC
139
RegentAtlantic Capital
New Jersey
$96K -$26.3K -4,271 -23%
ID
140
Integral Derivatives
New York
$87K +$80.8K +13,093 New
BlackRock
141
BlackRock
New York
$87K +$80.8K +13,100 New
PSUF
142
People's United Financial
Connecticut
$85K -$213K -34,469 -73%
DWT
143
Dorsey & Whitney Trust
South Dakota
$82K +$75.8K +12,288 New
NL
144
NWAM LLC
Washington
$81K +$75.6K +12,250 New
FHB
145
First Hawaiian Bank
Hawaii
$80K +$3.31K +537 +5%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$79K +$24.3K +3,944 +50%
CWA
147
Cypress Wealth Advisors
California
$77K +$71.1K +11,525 New
FA
148
FMA Advisory
Pennsylvania
$73K +$67.4K +10,920 New
FIM
149
Freedom Investment Management
Connecticut
$71K +$65.5K +10,621 New
GLRA
150
Gerald L. Ray & Associates
Texas
$67K

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.