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Ericsson
ERIC

234 hedge funds and large institutions have $2.05B invested in Ericsson in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $1.91B → $2.05B (+$135M)

2% more funds holding

Funds holding: 229 → 234 (+5)

27% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $34.6M

Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
6.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
90
Reduced
57
Closed
28
Calls
$25.2M
Puts
$34.6M
Net Calls
-$9.38M
Net Calls Change
-$20.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$54.4M
2
N
Nuveen
North Carolina
+$20.5M
3
BA
BlackRock Advisors
Delaware
+$13.6M
4
MAA
Managed Account Advisors
New Jersey
+$9.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.51M

Top Sellers

1
Primecap Management
Primecap Management
California
-$81.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$20.4M
3
EARNEST Partners
EARNEST Partners
Georgia
-$18.4M
4
VM
Valinor Management
New York
-$17.3M
5
SA
Smithwood Advisers
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
151
Citizens Business Bank
California
$293K – – –
FIM
152
Freedom Investment Management
Connecticut
$286K +$268K +21,441 New
PCM
153
Prelude Capital Management
New York
$283K +$265K +21,200 New
MA
154
MUFG Americas
New York
$268K +$252K +20,155 New
BF
155
BOK Financial
Oklahoma
$252K +$66.2K +5,299 +39%
COI
156
Connable Office Inc
Michigan
$245K – – –
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$239K +$221K +17,680 New
RJT
158
Raymond James Trust
Florida
$228K +$36.2K +2,895 +20%
GVT
159
Genesee Valley Trust
New York
$227K -$2.7K -216 -1%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$201K -$642K -51,422 -77%
SCA
161
SAC Capital Advisors
Connecticut
$200K -$116K -9,278 -38%
CCM
162
Carlson Capital Management
Minnesota
$200K – – –
CCA
163
Checchi Capital Advisers
California
$197K +$28.7K +2,296 +18%
RC
164
RegentAtlantic Capital
New Jersey
$189K -$57.5K -4,601 -24%
WAM
165
Wolverine Asset Management
Illinois
$182K – – –
AT
166
Arden Trust
Delaware
$181K -$12.6K -1,005 -7%
ID
167
Integral Derivatives
New York
$179K +$167K +13,401 New
CCB
168
Cutter & Co Brokerage
Missouri
$179K +$167K +13,410 New
ONB
169
Old National Bancorp
Indiana
$178K +$7.46K +597 +5%
BTNA
170
Bremer Trust National Association
Minnesota
$177K +$5.12K +410 +3%
SCM
171
Shelton Capital Management
Colorado
$172K – – –
ICAS
172
Investors Capital Advisory Services
Massachusetts
$171K – – –
SI
173
Stephens Inc
Arkansas
$171K – – –
QCMC
174
Quantum Capital Management (California)
California
$163K +$13.3K +1,068 +10%
MCM
175
MAI Capital Management
Ohio
$155K – – –
5 6
7
8 9

ERIC Hedge Fund Activity: Q1 2014 in Review

234 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2014, worth a combined $2.05B — up 7.1% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ERIC positions and 28 closed out — a net gain of 10 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $54.4M. The largest seller was Primecap Management, cutting an estimated $81.3M.

  • 234 institutional investors held Ericsson (ERIC) as of Q1 2014, up from 229 in Q4 2013.
  • Funds reported $2.05B of Ericsson stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 38 funds opened new Ericsson positions in Q1 2014 and 28 closed out, a net change of +10 holders.
  • The largest Ericsson buyer in Q1 2014 was Eaton Vance Management, an estimated $54.4M added.
  • The largest Ericsson seller in Q1 2014 was Primecap Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2014.