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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$85.6K -$11.2M -2,211,055 -99%
KLC
152
Knowledge Leaders Capital
Colorado
$85.2K -$8.08K -1,594 -11%
Truist Financial
153
Truist Financial
North Carolina
$84.3K +$5.75K +1,134 +9%
SIA
154
Schechter Investment Advisors
Michigan
$80K +$233 +46 +0.4%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$78.5K -$24K -4,742 -28%
Creative Planning
156
Creative Planning
Kansas
$76.8K -$17.4K -3,430 -22%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$76.8K -$4.85K -956 -7%
Franklin Resources
158
Franklin Resources
California
$75.8K +$2.98K +588 +5%
RWMG
159
Redwood Wealth Management Group
New Jersey
$73.9K -$253 -50 -0.4%
TI
160
Tidal Investments
Wisconsin
$73K +$58.7K +11,589 New
6F
161
626 Financial
Michigan
$72.2K +$58.1K +11,460 New
RMCM
162
Reynders McVeigh Capital Management
Massachusetts
$72K
CA
163
Cetera Advisors
Colorado
$70.4K -$2.73K -538 -5%
IWC
164
Integrated Wealth Concepts
Massachusetts
$69.4K -$2.46K -485 -4%
LCM
165
LCM Capital Management
Illinois
$66.6K +$1.27K +251 +2%
LSAG
166
Lake Street Advisors Group
New Hampshire
$65.1K +$52.4K +10,335 New
M&T Bank
167
M&T Bank
New York
$64K -$10.3K -2,025 -17%
AWM
168
AE Wealth Management
Kansas
$59K -$33.8K -6,677 -40%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.8K -$4.16K -820 -9%
GBT
170
Grove Bank & Trust
Florida
$46.7K -$20 -4 -0.1%
EWA
171
EverSource Wealth Advisors
Alabama
$44.5K -$29.5K -5,823 -45%
BTI
172
Blue Trust Inc
Georgia
$38K +$10.2K +2,021 +35%
PS
173
Planned Solutions
California
$37.8K +$30.4K +6,000 New
FP
174
Financial Perspectives
Minnesota
$29K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$28K -$340 -67 -1%

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.