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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$84.8K -$115K -20,453 -57%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$70K -$422K -74,898 -85%
TRCT
153
Tower Research Capital (TRC)
New York
$69.4K -$265K -46,936 -79%
VT
154
Vise Technologies
New York
$69.1K +$70.7K +12,539 New
Creative Planning
155
Creative Planning
Kansas
$67.2K +$45 +8 +0.1%
DAS
156
Dynamic Advisor Solutions
Arizona
$66.7K +$68.3K +12,109 New
SI
157
Seeds Investor
New York
$64.7K -$89.9K -15,945 -58%
RMCM
158
Reynders McVeigh Capital Management
Massachusetts
$64K
6F
159
626 Financial
Michigan
$63.1K
FAM
160
Formidable Asset Management
Ohio
$61.4K -$42.9K -7,614 -41%
SIA
161
Schechter Investment Advisors
Michigan
$61.4K -$8.79K -1,559 -12%
LCM
162
LCM Capital Management
Illinois
$60.1K +$1.92K +340 +3%
NS
163
NBC Securities
Alabama
$59K +$43.7K +7,744 +258%
LSAG
164
Lake Street Advisors Group
New Hampshire
$56.7K -$231 -41 -0.4%
IWC
165
Integrated Wealth Concepts
Massachusetts
$55.5K -$5.29K -938 -9%
GBT
166
Grove Bank & Trust
Florida
$41.5K +$682 +121 +2%
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$36.2K +$37K +6,571 New
EWA
168
EverSource Wealth Advisors
Alabama
$35.1K -$423 -75 -1%
Walleye Trading
169
Walleye Trading
New York
$33.6K +$34.4K +6,105 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$32K +$7.52K +1,334 +30%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K -$17.6K -3,120 -38%
AAG
172
Armstrong Advisory Group
Massachusetts
$26.7K
BTI
173
Blue Trust Inc
Georgia
$26.6K -$16.6K -2,950 -38%
FP
174
Financial Perspectives
Minnesota
$25.4K
GRP
175
Global Retirement Partners
California
$21.3K

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.