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Ericsson

271 hedge funds and large institutions have $2.58B invested in Ericsson in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

11% more funds holding

Funds holding: 244271 (+27)

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$195M)

0.38% more ownership

Funds ownership: 8.45%8.84% (+0.38%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

54% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $31.9M

Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
5.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
101
Reduced
65
Closed
30
Calls
$14.8M
Puts
$31.9M
Net Calls
-$17.1M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Checchi Capital Advisers
California
$203K -$4.87K -503 -2%
BCM
152
Bayesian Capital Management
New York
$195K -$67.8K -7,000 -25%
RA
153
RFG Advisory
Alabama
$192K +$11.6K +1,200 +6%
PAG
154
Private Advisor Group
New Jersey
$191K +$86K +8,875 +79%
SA
155
Shilanski & Associates
Alaska
$187K +$191K +19,711 New
BAM
156
Blueshift Asset Management
New Jersey
$184K +$187K +19,350 New
Creative Planning
157
Creative Planning
Kansas
$180K +$79.3K +8,190 +76%
CAM
158
Cresset Asset Management
Illinois
$172K
ACA
159
Atlas Capital Advisors
Wyoming
$163K
ER
160
Enlightenment Research
Florida
$159K +$156K +16,100 New
FAM
161
Formidable Asset Management
Ohio
$159K +$162K +16,722 New
TRCT
162
Tower Research Capital (TRC)
New York
$156K +$88.4K +9,124 +125%
FAAS
163
First Allied Advisory Services
California
$155K +$22.8K +2,358 +17%
TSS
164
Two Sigma Securities
New York
$150K +$153K +15,764 New
EVM
165
Eaton Vance Management
Massachusetts
$149K +$152K +15,646 New
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
$147K +$149K +15,427 New
CCG
167
Cypress Capital Group
Florida
$144K -$19.4K -2,000 -12%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$142K -$22.9K -2,360 -14%
FRM
169
Fox Run Management
Connecticut
$142K +$30.8K +3,180 +27%
MAM
170
Morse Asset Management
Connecticut
$142K +$145K +15,000 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$136K +$47.8K +4,938 +52%
F
172
F3Logic
Minnesota
$136K +$137K +14,105 New
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$133K -$22.6K -2,334 -14%
DCM
174
Dynamic Capital Management
Jersey
$131K +$133K +13,775 New
MLIC
175
Mandatum Life Insurance Company
Finland
$127K

ERIC Hedge Fund Activity: Q2 2019 in Review

271 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2019, worth a combined $2.58B — up 8.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 30 closed out — a net gain of 29 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $59M. The largest seller was Arrowstreet Capital, cutting an estimated $29.6M.

  • 271 institutional investors held Ericsson (ERIC) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $2.58B of Ericsson stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q2 2019 and 30 closed out, a net change of +29 holders.
  • The largest Ericsson buyer in Q2 2019 was Neuberger Berman Group, an estimated $59M added.
  • The largest Ericsson seller in Q2 2019 was Arrowstreet Capital, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.