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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
126
GTS Securities
New York
$128K -$742K -131,629 -85%
NP
127
Nilsine Partners
Colorado
$126K -$5.19K -920 -4%
CA
128
Cetera Advisors
Colorado
$122K +$61.6K +10,929 +98%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$120K
FRM
130
Fox Run Management
Connecticut
$112K +$115K +20,398 New
RWM
131
Ruedi Wealth Management
Illinois
$106K
RA
132
RFG Advisory
Alabama
$102K -$5.64K -1,000 -5%
FOA
133
Five Oceans Advisors
California
$102K
HAI
134
Hennessy Advisors Inc
California
$101K -$32.6K -5,779 -24%
Franklin Resources
135
Franklin Resources
California
$101K +$35K +6,213 +52%
HAM
136
Hedges Asset Management
Nevada
$99.2K
UCFA
137
United Capital Financial Advisors
Texas
$98.2K +$15.9K +2,823 +19%
HI
138
Harbour Investments
Wisconsin
$97.4K -$11 -2 -0%
AWM
139
Aprio Wealth Management
Georgia
$96.7K +$14.7K +2,609 +17%
PA
140
Pinnacle Associates
New York
$96.4K -$171K -30,358 -63%
HF
141
HRT Financial
New York
$95K -$1.23M -219,064 -93%
GSC
142
Grey Street Capital
Illinois
$93.8K +$95.9K +17,016 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$93.4K -$11.3K -2,000 -10%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$91.1K +$24.5K +4,349 +36%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$90.5K +$22.3K +3,951 +32%
CAN
146
Cetera Advisor Networks
California
$88.9K +$2.05K +364 +2%
Empower Advisory Group
147
Empower Advisory Group
Colorado
$88.5K
DC
148
Davenport & Co
Virginia
$88.4K +$90.4K +16,037 New
TC
149
TownSquare Capital
Utah
$88.2K +$7.89K +1,400 +10%
HT
150
Headlands Technologies
Illinois
$85.4K +$87.4K +15,508 New

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.