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Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
151
High Pointe Capital Management
Illinois
$67K
FMA
152
FNY Managed Accounts
New York
$66K +$61.7K +10,000 New
Creative Planning
153
Creative Planning
Kansas
$50K -$10.4K -1,682 -18%
SF
154
Synovus Financial
Georgia
$50K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$44K +$5.47K +887 +16%
JWA
156
JFS Wealth Advisors
Pennsylvania
$40K
IPC
157
Independent Portfolio Consultants
Florida
$35K -$14.4K -2,335 -31%
PCP
158
Proficio Capital Partners
Massachusetts
$35K +$25.2K +4,088 +419%
Deutsche Bank
159
Deutsche Bank
Germany
$32K -$1.63M -264,372 -98%
DADC
160
D.A. Davidson & Co
Montana
$32K -$5.65K -916 -16%
QCG
161
Quadrant Capital Group
Ohio
$32K +$19.8K +3,202 +154%
SBL
162
Sargent Bickham Lagudis
Colorado
$31K
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K +$27.1K +4,386 New
IA
164
IFP Advisors
Florida
$26K
HR
165
Howe & Rusling
New York
$26K +$17.6K +2,856 +289%
PA
166
Parallel Advisors
California
$22K +$10.5K +1,710 +106%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$21.5K -$1.07K -174 -5%
TDC
168
Thompson Davis & Co
Virginia
$21K
AAP
169
Arax Advisory Partners
Colorado
$20K +$14.5K +2,353 +351%
ASN
170
Advisory Services Network
Georgia
$20K +$18.9K +3,062 New
QT
171
Quantbot Technologies
New York
$20K +$19K +3,077 New
TRCT
172
Tower Research Capital (TRC)
New York
$19K +$17.5K +2,838 New
ED
173
Exane Derivatives
France
$16.2K -$19.3K -3,122 -56%
GWM
174
Geneos Wealth Management
Colorado
$16K
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$13K +$9.94K +1,611 +421%

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.