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Ericsson

184 hedge funds and large institutions have $1.85B invested in Ericsson in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.18M

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.37% more ownership

Funds ownership: 9.03%9.41% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$4.19M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
51
Reduced
46
Closed
37
Calls
$1.97M
Puts
$1.18M
Net Calls
+$793K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
151
MGO One Seven
Ohio
$3K -$3.19K -474 -48%
OC
152
Oakworth Capital
Alabama
$3K
WC
153
Whitnell & Co
Illinois
$3K
WTC
154
WhitTier Trust Company
Nevada
$3K
BWA
155
BDO Wealth Advisors
Florida
$3K +$2.69K +400 New
MIM
156
Macroview Investment Management
Maryland
$3K +$3.07K +456 New
GFP
157
Gryphon Financial Partners
Ohio
$2K -$3.37K -500 -61%
Bessemer Group
158
Bessemer Group
New Jersey
$2K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$2K
CB
160
Community Bank
New York
$2K
SWM
161
SeaCrest Wealth Management
New York
$2K
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$2K
GEA
163
Glen Eagle Advisors
New Jersey
$1.92K
ED
164
Exane Derivatives
France
$1.07K -$2.07K -308 -65%
DAM
165
Delta Asset Management
Tennessee
$1K
FRA
166
Front Row Advisors
California
$1K
TCM
167
Tradewinds Capital Management
Washington
$1K
LWM
168
Lenox Wealth Management
Ohio
$1K +$639 +95 New
CAW
169
Cornerstone Advisors (Washington)
Washington
$1K +$996 +148 New
DWM
170
Destination Wealth Management
California
$1K +$1.03K +153 New
RCAG
171
Rehmann Capital Advisory Group
Michigan
$1K +$1.1K +163 New
ECM
172
Estabrook Capital Management
New York
$768
BCWM
173
Bartlett & Co Wealth Management
Ohio
$320 +$337 +50 New
Point72 Asset Management
174
Point72 Asset Management
Connecticut
-$6.39M -956,370 Closed
Deutsche Bank
175
Deutsche Bank
Germany
-$5.25M -786,482 Closed

ERIC Hedge Fund Activity: Q1 2018 in Review

184 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2018, worth a combined $1.85B — down 0.23% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ERIC and 34 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was Primecap Management, adding an estimated $85.3M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $41.2M.

  • 184 institutional investors held Ericsson (ERIC) as of Q1 2018, down from 187 in Q4 2017.
  • Funds reported $1.85B of Ericsson stock for Q1 2018, down 0.23% quarter-over-quarter.
  • 34 funds opened new Ericsson positions in Q1 2018 and 37 closed out, a net change of -3 holders.
  • The largest Ericsson buyer in Q1 2018 was Primecap Management, an estimated $85.3M added.
  • The largest Ericsson seller in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2018.