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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$190K -$63.8K -5,140 -27%
COI
152
Connable Office Inc
Michigan
$185K – – –
DCM
153
Dynamic Capital Management
Jersey
$184K -$972K -78,300 -85%
WAM
154
Wolverine Asset Management
Illinois
$182K +$79.4K +6,400 +88%
BF
155
BOK Financial
Oklahoma
$181K +$21.9K +1,766 +15%
PI
156
Putnam Investments
Massachusetts
$180K – – –
SI
157
Stephens Inc
Arkansas
$172K -$3.85K -310 -2%
SCM
158
Shelton Capital Management
Colorado
$172K – – –
ICAS
159
Investors Capital Advisory Services
Massachusetts
$168K +$156K +12,611 New
GVT
160
Genesee Valley Trust
New York
$166K -$447 -36 -0.3%
MCM
161
MAI Capital Management
Ohio
$160K -$8.19K -660 -5%
ONB
162
Old National Bancorp
Indiana
$143K +$1.25K +101 +1%
LPL Financial
163
LPL Financial
California
$140K -$60.2K -4,851 -31%
JIC
164
Johnson Investment Counsel
Ohio
$140K – – –
GLRA
165
Gerald L. Ray & Associates
Texas
$135K – – –
BTNA
166
Bremer Trust National Association
Minnesota
$135K +$125K +10,107 New
AA
167
Apriem Advisors
California
$128K – – –
OA
168
OFI Advisors
Pennsylvania
$120K -$23.5K -1,891 -17%
QT
169
Quantbot Technologies
New York
$104K +$96.8K +7,800 New
PP
170
Palladium Partners
Virginia
$102K – – –
TRCT
171
Tower Research Capital (TRC)
New York
$99K -$15.2K -1,222 -14%
HR
172
Howe & Rusling
New York
$70K +$906 +73 +1%
Creative Planning
173
Creative Planning
Kansas
$69K +$14.7K +1,183 +30%
AIG
174
American International Group
New York
$64.5K +$31K +2,500 +107%
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$64K -$1.23K -99 -2%
5 6
7
8 9

ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.