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Ericsson

361 hedge funds and large institutions have $2.77B invested in Ericsson in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 361361 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

1.23% less ownership

Funds ownership: 9.53%8.3% (-1.2%)

15% less capital invested

Capital invested by funds: $3.28B → $2.77B (-$508M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

41% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $101M

Holders
361
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
108
Reduced
116
Closed
56
Calls
$60.1M
Puts
$101M
Net Calls
-$41.1M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
126
Confluence Investment Management
Missouri
$697K -$161K -14,766 -19%
ZCA
127
Zeke Capital Advisors
Pennsylvania
$682K +$418K +38,212 +156%
WA
128
Wealth Alliance
New York
$652K +$11.9K +1,090 +2%
LFAS
129
Level Four Advisory Services
Texas
$630K +$3.64K +333 +0.6%
Comerica Bank
130
Comerica Bank
Texas
$611K -$32.8K -2,997 -5%
AIA
131
Avalon Investment & Advisory
Texas
$605K -$636K -58,204 -51%
IRC
132
Investors Research Corp
Georgia
$604K
Barclays
133
Barclays
United Kingdom
$598K +$15.3K +1,404 +3%
BCM
134
Breiter Capital Management
Florida
$544K -$24.7K -2,260 -4%
PAM
135
Palisade Asset Management
Minnesota
$544K
FTDI
136
First Trust Direct Indexing
Massachusetts
$540K +$3.56K +326 +0.7%
Dodge & Cox
137
Dodge & Cox
California
$530K -$385K -35,200 -42%
PA
138
Profund Advisors
Maryland
$525K -$9.45K -864 -2%
HAM
139
Hedges Asset Management
Nevada
$522K +$525K +48,000 New
AWM
140
Altium Wealth Management
New York
$518K -$24.2K -2,217 -4%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$517K +$14.7K +1,346 +3%
YCM
142
Yousif Capital Management
Michigan
$517K +$520K +47,593 New
FAM
143
Formidable Asset Management
Ohio
$503K -$65.1K -5,955 -11%
LJAC
144
L.J. Altfest & Co
New York
$486K +$159K +14,578 +48%
QT
145
Quantbot Technologies
New York
$482K -$182K -16,631 -27%
PAG
146
Private Advisor Group
New Jersey
$476K -$163K -14,931 -25%
ACA
147
Atlas Capital Advisors
Wyoming
$475K +$76.6K +7,008 +19%
AP
148
Advisor Partners
California
$474K -$59.2K -5,416 -11%
State Street
149
State Street
Massachusetts
$472K -$2.39M -218,537 -83%
JWCA
150
J.W. Cole Advisors
Florida
$472K +$2.86K +262 +0.6%

ERIC Hedge Fund Activity: Q4 2021 in Review

361 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2021, worth a combined $2.77B — down 15% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ERIC positions and 56 closed out — a net gain of 4 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $49.8M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $158M sold.

  • 361 institutional investors held Ericsson (ERIC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.77B of Ericsson stock for Q4 2021, down 15% quarter-over-quarter.
  • 60 funds opened new Ericsson positions in Q4 2021 and 56 closed out, a net change of +4 holders.
  • The largest Ericsson buyer in Q4 2021 was Arrowstreet Capital, an estimated $49.8M added.
  • The largest Ericsson seller in Q4 2021 was MUFG Securities EMEA, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2021.