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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$114K -$73.8K -12,276 -39%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$114K -$40.9K -6,798 -26%
RA
153
RFG Advisory
Alabama
$113K
AWC
154
Abundance Wealth Counselors
Pennsylvania
$113K -$6.6K -1,098 -5%
LSA
155
Leonteq Securities AG
Switzerland
$112K +$8.56K +1,424 +8%
BCI
156
Brinker Capital Investments
Pennsylvania
$110K +$48.1K +8,009 +74%
SGA
157
Strategic Global Advisors
California
$105K -$739 -123 -0.7%
HAM
158
Hedges Asset Management
Nevada
$105K
BWP
159
BSW Wealth Partners
Colorado
$104K +$107K +17,749 New
BC
160
Bridgefront Capital
Texas
$104K +$23.9K +3,973 +29%
BF
161
BOK Financial
Oklahoma
$97.9K +$34K +5,663 +51%
SG Americas Securities
162
SG Americas Securities
New York
$94K +$97.2K +16,181 New
PCA
163
Personal Capital Advisors
California
$93.8K
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$92.5K -$108K -18,039 -53%
BTI
165
Blue Trust Inc
Georgia
$88K +$69.5K +11,556 +311%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$85.3K -$19.8K -3,287 -19%
AWM
167
AE Wealth Management
Kansas
$82.8K -$216 -36 -0.3%
IA
168
Inspire Advisors
Idaho
$81.9K -$110K -18,252 -57%
DADC
169
D.A. Davidson & Co
Montana
$81.8K -$956 -159 -1%
HI
170
Harbour Investments
Wisconsin
$81K -$751 -125 -0.9%
HAI
171
Hennessy Advisors Inc
California
$81K +$14.3K +2,381 +21%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$80.5K -$30.4K -5,050 -27%
M&T Bank
173
M&T Bank
New York
$78.8K +$7.55K +1,257 +10%
SW
174
SVB Wealth
Massachusetts
$78.2K -$3.89K -647 -5%
GIA
175
Gateway Investment Advisers
Ohio
$77.5K -$5.04K -839 -6%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.