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Ericsson

266 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.87B → $2.14B (+$271M)

8% more funds holding

Funds holding: 246266 (+20)

0.27% more ownership

Funds ownership: 9.84%10.11% (+0.27%)

12% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $18.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
65
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
151
Moloney Securities Asset Management
Missouri
$167K -$245K -35,000 -61%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$164K -$294 -42 -0.2%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$158K -$1.54K -220 -1%
CL
154
Choreo LLC
Illinois
$155K +$57K +8,143 +65%
NP
155
Nilsine Partners
Colorado
$152K -$13.6K -1,940 -9%
Empower Advisory Group
156
Empower Advisory Group
Colorado
$151K +$26.9K +3,844 +24%
Prudential Financial
157
Prudential Financial
New Jersey
$147K +$135K +19,338 New
RWM
158
Ruedi Wealth Management
Illinois
$145K
FIM
159
Freedom Investment Management
Connecticut
$143K -$14.2K -2,035 -10%
RA
160
RFG Advisory
Alabama
$141K
BWP
161
Baldwin Wealth Partners
Massachusetts
$137K +$126K +18,051 New
HAM
162
Hedges Asset Management
Nevada
$136K
Osaic Holdings
163
Osaic Holdings
Arizona
$136K -$76K -10,865 -38%
LSA
164
Leonteq Securities AG
Switzerland
$135K -$12.6K -1,805 -9%
P
165
Pitcairn
Pennsylvania
$135K +$15.9K +2,279 +15%
HI
166
Harbour Investments
Wisconsin
$134K +$322 +46 +0.3%
SIA
167
Schechter Investment Advisors
Michigan
$127K +$35.7K +5,101 +44%
TC
168
TownSquare Capital
Utah
$125K +$3.43K +490 +3%
AAS
169
Avantax Advisory Services
Texas
$123K +$29.9K +4,268 +36%
AWM
170
Aprio Wealth Management
Georgia
$120K +$2.67K +382 +2%
EI
171
Ellevest Inc
New York
$115K +$107K +15,226 New
GT
172
Glenmede Trust
Pennsylvania
$114K +$30.1K +4,303 +40%
Creative Planning
173
Creative Planning
Kansas
$111K +$490 +70 +0.5%
CCA
174
Checchi Capital Advisers
California
$103K +$2.27K +324 +2%
OCBCO
175
Oversea-Chinese Banking Corp (OCBC)
Singapore
$99.8K +$92.1K +13,161 New

ERIC Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2024, worth a combined $2.14B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ERIC positions and 30 closed out — a net gain of 20 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $279M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $251M.

  • 266 institutional investors held Ericsson (ERIC) as of Q3 2024, up from 246 in Q2 2024.
  • Funds reported $2.14B of Ericsson stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Ericsson positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Ericsson buyer in Q3 2024 was Acadian Asset Management, an estimated $279M added.
  • The largest Ericsson seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2024.