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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVT
151
Genesee Valley Trust
New York
$211K +$60K +4,830 +39%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$195K +$9.2K +740 +5%
CCM
153
Carlson Capital Management
Minnesota
$184K – – –
AT
154
Arden Trust
Delaware
$178K -$7.62K -613 -4%
RJT
155
Raymond James Trust
Florida
$173K -$18.2K -1,468 -9%
DHFB
156
Dixon Hubard Feinour & Brown
Virginia
$173K +$175K +14,100 New
WAM
157
Wolverine Asset Management
Illinois
$167K – – –
HSBC Holdings
158
HSBC Holdings
United Kingdom
$167K +$169K +13,623 New
BF
159
BOK Financial
Oklahoma
$166K +$609 +49 +0.4%
SCM
160
Shelton Capital Management
Colorado
$158K – – –
CIP
161
Convergence Investment Partners
Florida
$157K -$25.1K -2,023 -14%
SI
162
Stephens Inc
Arkansas
$157K -$1.06K -85 -0.7%
ICAS
163
Investors Capital Advisory Services
Massachusetts
$157K +$2.98K +240 +2%
BTNA
164
Bremer Trust National Association
Minnesota
$157K +$33.9K +2,728 +27%
ONB
165
Old National Bancorp
Indiana
$156K +$26K +2,091 +20%
CRC
166
Curi RMB Capital
Illinois
$154K -$21.3K -1,711 -12%
CCA
167
Checchi Capital Advisers
California
$152K +$155K +12,457 New
SEC
168
Seven Eight Capital
New York
$149K +$151K +12,167 New
EMG
169
Ellington Management Group
Connecticut
$146K +$148K +11,900 New
MCM
170
MAI Capital Management
Ohio
$142K -$4.93K -397 -3%
QCMC
171
Quantum Capital Management (California)
California
$137K +$139K +11,153 New
LPL Financial
172
LPL Financial
California
$131K -$1.74K -140 -1%
JIC
173
Johnson Investment Counsel
Ohio
$128K – – –
OA
174
OFI Advisors
Pennsylvania
$128K +$17.5K +1,404 +16%
HI
175
HBK Investments
Texas
$127K -$57.1K -4,597 -31%
5 6
7
8 9

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.