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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
126
Hennessy Advisors Inc
California
$152K +$122K +24,078 New
NP
127
Nilsine Partners
Colorado
$149K -$31.1K -6,127 -21%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$149K -$1.88K -370 -2%
QCM
129
Quantinno Capital Management
New York
$142K +$115K +22,612 New
TWC
130
TD Waterhouse Canada
Ontario, Canada
$138K -$17.5K -3,460 -14%
ACM
131
Arlington Capital Management
Illinois
$126K +$101K +20,000 New
RA
132
RFG Advisory
Alabama
$123K -$3.55K -700 -3%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$121K -$41.6K -8,200 -30%
RWM
134
Ruedi Wealth Management
Illinois
$121K -$46.3K -9,141 -32%
CTC
135
Cetera Trust Company
Minnesota
$119K +$95.6K +18,850 New
FAM
136
Formidable Asset Management
Ohio
$118K +$95.1K +18,759 New
Wolverine Trading
137
Wolverine Trading
Illinois
$117K +$19.7K +3,892 +27%
FOA
138
Five Oceans Advisors
California
$116K
HAM
139
Hedges Asset Management
Nevada
$113K -$7.6K -1,500 -8%
HFM
140
Harvest Fund Management
China
$112K +$90.8K +17,910 New
HI
141
Harbour Investments
Wisconsin
$111K +$18.3K +3,606 +26%
Empower Advisory Group
142
Empower Advisory Group
Colorado
$101K
N
143
Natixis
France
$99.6K +$35.1K +6,928 +78%
GCM
144
Gallacher Capital Management
Colorado
$99.5K -$37.3K -7,349 -32%
CAN
145
Cetera Advisor Networks
California
$99.3K -$10.7K -2,110 -12%
UCFA
146
United Capital Financial Advisors
Texas
$94.5K +$76K +14,996 New
AWM
147
Aprio Wealth Management
Georgia
$94.1K -$32.3K -6,378 -30%
TC
148
TownSquare Capital
Utah
$92.1K +$7.72K +1,524 +12%
GIA
149
Gateway Investment Advisers
Ohio
$89.6K -$912 -180 -1%
MML Investors Services
150
MML Investors Services
Massachusetts
$89K +$182 +36 +0.3%

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.