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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLRA
176
Gerald L. Ray & Associates
Texas
$124K – – –
AA
177
Apriem Advisors
California
$118K – – –
TRCT
178
Tower Research Capital (TRC)
New York
$114K +$23.6K +1,899 +26%
Citadel Advisors
179
Citadel Advisors
Florida
$90K -$1.02M -82,240 -92%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$75K +$39.8K +3,200 +110%
Creative Planning
181
Creative Planning
Kansas
$73K +$9.92K +798 +15%
BCMIO
182
Beacon Capital Management Inc (Ohio)
Ohio
$65K +$66.5K +5,350 New
WA
183
WFG Advisors
Texas
$63K +$12.8K +1,032 +25%
MFS
184
MSI Financial Services
Massachusetts
$60K +$61.4K +4,936 New
AIG
185
American International Group
New York
$59.1K – – –
M&T Bank
186
M&T Bank
New York
$57K – – –
ECM
187
ETrade Capital Management
Virginia
$57K +$24.8K +1,998 +76%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$48K -$10.9K -874 -18%
HR
189
Howe & Rusling
New York
$43K -$20.6K -1,657 -32%
CTC
190
Central Trust Company
Missouri
$32K – – –
CGT
191
Capital Guardian Trust
California
$21K – – –
DOA
192
D'Orazio & Associates
Virginia
$20K +$19.9K +1,600 New
LIA
193
LS Investment Advisors
Michigan
$18K – – –
DAM
194
Delta Asset Management
Tennessee
$17K – – –
First Manhattan
195
First Manhattan
New York
$16K – – –
PTC
196
Private Trust Company
Ohio
$14K – – –
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
WT
198
Whittier Trust
California
$13K – – –
CFG
199
CKW Financial Group
Hawaii
$13K +$12.9K +1,037 New
SSB
200
Sandy Spring Bank
Maryland
$12K – – –
6 7
8
9 10

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.