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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
176
M&T Bank
New York
$62K – – –
WA
177
WFG Advisors
Texas
$55K -$11.7K -940 -19%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$39K -$441K -35,550 -92%
CTC
179
Central Trust Company
Missouri
$35K – – –
ECM
180
ETrade Capital Management
Virginia
$35K +$23.2K +1,867 +242%
CGT
181
Capital Guardian Trust
California
$23K – – –
LIA
182
LS Investment Advisors
Michigan
$20K – – –
DAM
183
Delta Asset Management
Tennessee
$19K – – –
First Manhattan
184
First Manhattan
New York
$18K – – –
PTC
185
Private Trust Company
Ohio
$15K – – –
WT
186
Whittier Trust
California
$15K – – –
KTC
187
Kistler-Tiffany Companies
Pennsylvania
$14K -$1.12K -90 -8%
Twin Tree Management
188
Twin Tree Management
Texas
$13K -$161K -12,963 -93%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$13K -$94.3K -7,604 -88%
PAS
190
Partnervest Advisory Services
California
$13K -$2.54K -205 -17%
SSB
191
Sandy Spring Bank
Maryland
$13K – – –
CAW
192
Cornerstone Advisors (Washington)
Washington
$12K – – –
WTC
193
WhitTier Trust Company
Nevada
$9K – – –
MA
194
MUFG Americas
New York
$9K +$5.29K +426 +155%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$8K -$12.1K -977 -61%
Bessemer Group
196
Bessemer Group
New Jersey
$8K -$10.3K -828 -58%
FNBT
197
FineMark National Bank & Trust
Florida
$8K -$1.15K -93 -13%
EWM
198
Evercore Wealth Management
New York
$7K +$5.92K +477 New
ECM
199
Estabrook Capital Management
New York
$6.06K – – –
NES
200
New England Securities
New York
$5K – – –
6 7
8
9 10

ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.