We are live on ! Find out more
ERIC icon

Ericsson

231 hedge funds and large institutions have $2.33B invested in Ericsson in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

6% more funds holding

Funds holding: 217231 (+14)

5% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $13.7M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $2.51B → $2.33B (-$185M)

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
6.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
81
Reduced
63
Closed
23
Calls
$14.4M
Puts
$13.7M
Net Calls
+$640K
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
176
SEI Investments
Pennsylvania
$86K +$1.76K +152 +2%
HR
177
Howe & Rusling
New York
$78K +$10K +867 +13%
DADC
178
D.A. Davidson & Co
Montana
$47K +$50.4K +4,355 +1,044%
FA
179
FMA Advisory
Pennsylvania
$41K +$46K +3,975 New
Simplex Trading
180
Simplex Trading
Illinois
$31K +$34.5K +2,982 New
CTC
181
Central Trust Company
Missouri
$28K
FHA
182
First Horizon Advisors
Tennessee
$28K +$8.53K +737 +37%
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$27K -$26.6K -2,300 -47%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$25K +$1.31K +113 +5%
AIG
185
American International Group
New York
$23.6K -$1.27K -110 -5%
First Manhattan
186
First Manhattan
New York
$22K +$394 +34 +2%
CTB
187
Country Trust Bank
Illinois
$20K
JWA
188
JFS Wealth Advisors
Pennsylvania
$19K +$1.16K +100 +6%
LIA
189
LS Investment Advisors
Michigan
$15K
SIG
190
Stanford Investment Group
California
$15K
KA
191
Klingman & Associates
New York
$14K +$15.8K +1,363 New
N
192
Nuveen
North Carolina
$13.6K -$5.63M -486,489 -27%
DAM
193
Delta Asset Management
Tennessee
$12K
S
194
SignatureFD
Georgia
$12K +$7.87K +680 +133%
GWS
195
Glassman Wealth Services
Virginia
$11K
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$11K
WT
197
Whittier Trust
California
$11K
RFA
198
Reilly Financial Advisors
California
$10K -$4.49K -388 -28%
KT
199
Kanaly Trust
Texas
$10K +$7.93K +685 +258%
TDC
200
Thompson Davis & Co
Virginia
$9K +$81 +7 +0.8%

ERIC Hedge Fund Activity: Q2 2015 in Review

231 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2015, worth a combined $2.33B — down 7.4% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ERIC positions and 23 closed out — a net gain of 18 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was Primecap Management, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $21.5M.

  • 231 institutional investors held Ericsson (ERIC) as of Q2 2015, up from 217 in Q1 2015.
  • Funds reported $2.33B of Ericsson stock for Q2 2015, down 7.4% quarter-over-quarter.
  • 41 funds opened new Ericsson positions in Q2 2015 and 23 closed out, a net change of +18 holders.
  • The largest Ericsson buyer in Q2 2015 was Primecap Management, an estimated $134M added.
  • The largest Ericsson seller in Q2 2015 was Arrowstreet Capital, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2015.