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Ericsson

317 hedge funds and large institutions have $3.21B invested in Ericsson in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 27

105% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 60

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more capital invested

Capital invested by funds: $2.14B → $3.21B (+$1.07B)

19% more funds holding

Funds holding: 266317 (+51)

2.79% more ownership

Funds ownership: 10.11%12.9% (+2.8%)

10% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $15M

Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
81
Increased
123
Reduced
60
Closed
27
Calls
$13.5M
Puts
$15M
Net Calls
-$1.55M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$258K +$199K +24,525 +329%
CTC
152
Cetera Trust Company
Minnesota
$257K +$15.2K +1,875 +6%
TPCW
153
TD Private Client Wealth
New York
$252K +$217K +26,661 +583%
SA
154
Shilanski & Associates
Alaska
$250K +$252K +31,054 New
CHP
155
Cable Hill Partners
Oregon
$248K
BP
156
BNP Paribas
France
$242K
BAM
157
Blueshift Asset Management
New Jersey
$240K +$242K +29,827 New
AWA
158
Aaron Wealth Advisors
Illinois
$228K +$17.7K +2,172 +8%
KCM
159
Kathmere Capital Management
Pennsylvania
$227K +$229K +28,124 New
BF
160
Brucke Financial
Indiana
$212K +$230K +28,287 New
ACA
161
Atlas Capital Advisors
Wyoming
$212K +$30.9K +3,802 +17%
LSAG
162
Lake Street Advisors Group
New Hampshire
$211K -$3.66K -450 -2%
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$210K -$2.37K -292 -1%
XC
164
XY Capital
Hong Kong
$200K +$202K +24,804 New
PCS
165
Personal CFO Solutions
New Jersey
$198K +$199K +24,530 New
CL
166
Choreo LLC
Illinois
$198K +$30.1K +3,708 +18%
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$192K +$6.55K +806 +4%
DOA
168
D'Orazio & Associates
Virginia
$187K +$189K +23,233 New
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$185K +$17.1K +2,102 +10%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$184K -$2.34K -288 -1%
BHPW
171
Beverly Hills Private Wealth
California
$182K +$183K +22,563 New
MCM
172
Mengis Capital Management
Oregon
$180K -$244K -30,000 -57%
MSAM
173
Moloney Securities Asset Management
Missouri
$177K
SC
174
Scotia Capital
Ontario, Canada
$176K +$177K +21,805 New
FOA
175
Five Oceans Advisors
California
$175K -$45.2K -5,561 -20%

ERIC Hedge Fund Activity: Q4 2024 in Review

317 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2024, worth a combined $3.21B — up 50% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ERIC positions and 27 closed out — a net gain of 54 holders — while 123 added to existing stakes and 60 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $365M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $51M.

  • 317 institutional investors held Ericsson (ERIC) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $3.21B of Ericsson stock for Q4 2024, up 50% quarter-over-quarter.
  • 81 funds opened new Ericsson positions in Q4 2024 and 27 closed out, a net change of +54 holders.
  • The largest Ericsson buyer in Q4 2024 was Acadian Asset Management, an estimated $365M added.
  • The largest Ericsson seller in Q4 2024 was Hotchkis & Wiley Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2024.