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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Caprock Group
Idaho
$115K +$113K +21,129 New
HAIM
127
Hunter Associates Investment Management
Pennsylvania
$113K
Creative Planning
128
Creative Planning
Kansas
$112K +$6.73K +1,254 +6%
LSA
129
Leonteq Securities AG
Switzerland
$112K -$2.81K -523 -2%
RA
130
RFG Advisory
Alabama
$111K +$5.37K +1,000 +5%
API
131
Advisor Partners II
California
$107K +$17.8K +3,312 +20%
JF
132
Jump Financial
Illinois
$107K +$105K +19,578 New
HAM
133
Hedges Asset Management
Nevada
$106K
DA
134
Doliver Advisors
Texas
$106K -$4.56K -850 -4%
Wolverine Trading
135
Wolverine Trading
Illinois
$103K +$103K +19,234 New
SGA
136
Strategic Global Advisors
California
$102K -$306 -57 -0.3%
AWM
137
AE Wealth Management
Kansas
$94.1K +$9.47K +1,766 +11%
FOA
138
Five Oceans Advisors
California
$88.6K -$58.3K -10,870 -40%
PA
139
Pinnacle Associates
New York
$88.4K -$8.77K -1,635 -9%
Empower Advisory Group
140
Empower Advisory Group
Colorado
$87.5K -$349 -65 -0.4%
Belvedere Trading
141
Belvedere Trading
Illinois
$87.4K +$15.1K +2,808 +21%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$77.2K +$76K +14,169 New
HI
143
Harbour Investments
Wisconsin
$76.9K +$1.25K +234 +2%
DADC
144
D.A. Davidson & Co
Montana
$76.3K
MML Investors Services
145
MML Investors Services
Massachusetts
$75K +$13K +2,415 +21%
CAN
146
Cetera Advisor Networks
California
$71.3K +$8.17K +1,522 +13%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$71.2K -$3.46K -644 -5%
FAFN
148
First Affirmative Financial Network
Colorado
$70.4K +$69.3K +12,920 New
SBH
149
Segall Bryant & Hamill
Illinois
$69.6K
VFA
150
Valeo Financial Advisors
Indiana
$67.3K +$9.93K +1,851 +18%

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.