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Ericsson

246 hedge funds and large institutions have $1.87B invested in Ericsson in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $12.9M

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$220M)

3% more funds holding

Funds holding: 239246 (+7)

0.11% more ownership

Funds ownership: 9.72%9.84% (+0.11%)

Holders
246
Holders Change
+7
Holders Change %
+2.93%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
47
Increased
91
Reduced
62
Closed
35
Calls
$15.6M
Puts
$12.9M
Net Calls
+$2.69M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$91.6K +$65.9K +11,791 +244%
Creative Planning
152
Creative Planning
Kansas
$90.3K +$13.6K +2,442 +20%
DAS
153
Dynamic Advisor Solutions
Arizona
$87.2K +$11.3K +2,024 +17%
CCA
154
Checchi Capital Advisers
California
$81.6K +$73.9K +13,227 New
CL
155
Choreo LLC
Illinois
$78.5K +$70.4K +12,608 New
WN
156
Williams & Novak
California
$75.9K +$68.7K +12,300 New
AAS
157
Avantax Advisory Services
Texas
$73.7K +$66.7K +11,939 New
Two Sigma Advisers
158
Two Sigma Advisers
New York
$72.2K +$65.4K +11,700 New
SIA
159
Schechter Investment Advisors
Michigan
$72.1K +$3.08K +551 +5%
RMCM
160
Reynders McVeigh Capital Management
Massachusetts
$71K
6F
161
626 Financial
Michigan
$70.7K
LCM
162
LCM Capital Management
Illinois
$70K +$2.43K +435 +4%
AI
163
Atria Investments
North Carolina
$68.9K +$62.3K +11,161 New
SA
164
Sanctuary Advisors
Indiana
$68K +$73.4K +13,132 New
GT
165
Glenmede Trust
Pennsylvania
$66K +$59.7K +10,689 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$65.5K +$2.98K +533 +5%
WS
167
Wedbush Securities
California
$65K +$58.8K +10,528 New
RJFSA
168
Raymond James Financial Services Advisors
Florida
$64.6K -$12.5K -2,240 -18%
Barclays
169
Barclays
United Kingdom
$63K +$56.7K +10,149 +15,614%
RWMG
170
Redwood Wealth Management Group
New Jersey
$62.8K +$56.9K +10,181 New
TRCT
171
Tower Research Capital (TRC)
New York
$56K -$19.7K -3,535 -28%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$55.7K +$13.7K +2,458 +37%
EWA
173
EverSource Wealth Advisors
Alabama
$50.2K +$1.68K +301 +4%
GBT
174
Grove Bank & Trust
Florida
$45.1K -$1.21K -217 -3%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$45K +$8.24K +1,475 +25%

ERIC Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ERIC positions and 35 closed out — a net gain of 12 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.6M. The largest seller was Slate Path Capital, exiting entirely with an estimated $93.6M sold.

  • 246 institutional investors held Ericsson (ERIC) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $1.87B of Ericsson stock for Q2 2024, up 13% quarter-over-quarter.
  • 47 funds opened new Ericsson positions in Q2 2024 and 35 closed out, a net change of +12 holders.
  • The largest Ericsson buyer in Q2 2024 was Bank of Montreal, an estimated $75.6M added.
  • The largest Ericsson seller in Q2 2024 was Slate Path Capital, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2024.