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Ericsson

243 hedge funds and large institutions have $2.24B invested in Ericsson in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

6% more funds holding

Funds holding: 230243 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.24B (+$50.9M)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

42% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $7.33M

Holders
243
Holders Change
+13
Holders Change %
+5.65%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
77
Reduced
79
Closed
28
Calls
$4.27M
Puts
$7.33M
Net Calls
-$3.06M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
151
GFS Advisors
Texas
$158K +$160K +16,400 New
EAM
152
Eagle Asset Management
Florida
$157K
FA
153
FDx Advisors
Illinois
$151K +$153K +15,729 New
CCM
154
Carlson Capital Management
Minnesota
$144K
Creative Planning
155
Creative Planning
Kansas
$143K +$41.7K +4,285 +40%
ICAS
156
Investors Capital Advisory Services
Massachusetts
$132K +$14.6K +1,500 +12%
CS
157
Comerica Securities
Michigan
$127K -$2.48K -255 -2%
ONB
158
Old National Bancorp
Indiana
$125K -$22.3K -2,286 -15%
CWA
159
Cypress Wealth Advisors
California
$125K +$127K +13,039 New
JG
160
Jefferies Group
New York
$123K +$125K +12,820 New
State Street
161
State Street
Massachusetts
$121K
PPSG
162
Princeton Portfolio Strategies Group
New Jersey
$117K +$119K +12,200 New
BTNA
163
Bremer Trust National Association
Minnesota
$112K -$35.6K -3,657 -24%
YMRC
164
Yorktown Management & Research Company
Virginia
$111K +$14.6K +1,500 +15%
RC
165
RegentAtlantic Capital
New Jersey
$104K -$42.5K -4,362 -29%
FHB
166
First Hawaiian Bank
Hawaii
$103K +$146 +15 +0.1%
ST
167
Spot Trading
Illinois
$102K -$82.2K -8,446 -44%
BSW
168
Buckingham Strategic Wealth
Missouri
$98K +$146 +15 +0.1%
GLRA
169
Gerald L. Ray & Associates
Texas
$97K
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$97K +$98.3K +10,097 New
IPC
171
Independent Portfolio Consultants
Florida
$96K -$633 -65 -0.6%
RJT
172
Raymond James Trust
Florida
$96K +$97.8K +10,046 New
IIC
173
Integrated Investment Consultants
Michigan
$95K +$98.6K +10,130 New
HR
174
Howe & Rusling
New York
$83K +$11.6K +1,187 +16%
ED
175
Exane Derivatives
France
$78.9K +$41K +4,214 +105%

ERIC Hedge Fund Activity: Q4 2015 in Review

243 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2015, worth a combined $2.24B — up 2.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ERIC positions and 28 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.2M. The largest seller was Credit Suisse, cutting an estimated $15.8M.

  • 243 institutional investors held Ericsson (ERIC) as of Q4 2015, up from 230 in Q3 2015.
  • Funds reported $2.24B of Ericsson stock for Q4 2015, up 2.3% quarter-over-quarter.
  • 43 funds opened new Ericsson positions in Q4 2015 and 28 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2015 was Arrowstreet Capital, an estimated $62.2M added.
  • The largest Ericsson seller in Q4 2015 was Credit Suisse, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2015.