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Ericsson

266 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.87B → $2.14B (+$271M)

8% more funds holding

Funds holding: 246266 (+20)

0.27% more ownership

Funds ownership: 9.84%10.11% (+0.27%)

12% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $18.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
65
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
126
Vise Technologies
New York
$267K +$126K +18,019 +105%
DADC
127
D.A. Davidson & Co
Montana
$264K +$13.1K +1,866 +6%
Citadel Advisors
128
Citadel Advisors
Florida
$262K -$3.91M -558,664 -94%
AFG
129
Atomi Financial Group
New York
$256K +$86.3K +12,328 +57%
UCFA
130
United Capital Financial Advisors
Texas
$238K +$25.1K +3,587 +13%
PAS
131
Park Avenue Securities
New York
$236K +$92.5K +13,218 +74%
CHP
132
Cable Hill Partners
Oregon
$234K +$216K +30,823 New
TI
133
Tidal Investments
Wisconsin
$229K +$21.2K +3,026 +11%
BP
134
BNP Paribas
France
$227K
CTC
135
Cetera Trust Company
Minnesota
$227K
CCP
136
Clifford Capital Partners
Utah
$207K +$191K +27,352 New
FOA
137
Five Oceans Advisors
California
$207K +$191K +27,300 New
LSAG
138
Lake Street Advisors Group
New Hampshire
$202K +$79.1K +11,308 +74%
Pacer Advisors
139
Pacer Advisors
Pennsylvania
$200K -$4.34K -620 -2%
Truist Financial
140
Truist Financial
North Carolina
$199K +$9.62K +1,375 +6%
AWA
141
Aaron Wealth Advisors
Illinois
$198K +$183K +26,173 New
WC
142
Waterloo Capital
Texas
$197K +$182K +26,036 New
SA
143
Sanctuary Advisors
Indiana
$193K +$73.7K +10,530 +80%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$188K +$43.9K +6,278 +34%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$180K +$167K +23,806 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$178K -$94.7M -13,534,725 -100%
GCM
147
Graham Capital Management
Connecticut
$178K +$164K +23,443 New
PM
148
Parametrica Management
Hong Kong
$173K +$159K +22,763 New
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$172K +$95.7K +13,683 +152%
ACA
150
Atlas Capital Advisors
Wyoming
$170K +$157K +22,444 New

ERIC Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2024, worth a combined $2.14B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ERIC positions and 30 closed out — a net gain of 20 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $279M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $251M.

  • 266 institutional investors held Ericsson (ERIC) as of Q3 2024, up from 246 in Q2 2024.
  • Funds reported $2.14B of Ericsson stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Ericsson positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Ericsson buyer in Q3 2024 was Acadian Asset Management, an estimated $279M added.
  • The largest Ericsson seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2024.