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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 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)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
$67.3K +$66.2K +12,343 New
RWMG
152
Redwood Wealth Management Group
New Jersey
$64.2K +$2.82K +526 +5%
VT
153
Vise Technologies
New York
$64K +$63K +11,735 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$63.3K +$2.37K +441 +4%
RMCM
155
Reynders McVeigh Capital Management
Massachusetts
$63K
ABLA
156
Alan B. Lancz & Associates
Ohio
$62.7K +$61.7K +11,500 New
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$62.5K -$4.49M -837,542 -99%
Franklin Resources
158
Franklin Resources
California
$61K +$60.1K +11,201 New
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$60.6K -$29.2K -5,443 -33%
CA
160
Claro Advisors
Massachusetts
$60.1K +$59.1K +11,019 New
SC
161
SouthState Corp
Florida
$59.5K +$53.7K +10,009 +1,100%
M&T Bank
162
M&T Bank
New York
$59.1K -$6.5K -1,211 -10%
N
163
Natixis
France
$58.8K +$13.3K +2,481 +30%
FAM
164
Formidable Asset Management
Ohio
$56K -$83.7K -15,606 -60%
LSAG
165
Lake Street Advisors Group
New Hampshire
$56K +$55.5K +10,350 New
DWT
166
Dorsey & Whitney Trust
South Dakota
$55.9K -$32.1K -5,974 -37%
TF
167
TIAA FSB
Florida
$55.2K +$21 +4 +0%
CAM
168
Chesapeake Asset Management
New York
$50.8K
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.2K -$30.5K -5,685 -38%
EWA
170
EverSource Wealth Advisors
Alabama
$46.2K +$39.4K +7,349 +652%
GBT
171
Grove Bank & Trust
Florida
$42.3K -$306 -57 -0.7%
TRCT
172
Tower Research Capital (TRC)
New York
$37K -$2.67K -498 -7%
BAAM
173
Baker Avenue Asset Management
California
$32.3K -$177 -33 -0.6%
BTI
174
Blue Trust Inc
Georgia
$31K -$75.1K -13,996 -73%
PPC
175
Park Place Capital
Alabama
$27.4K

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.