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Ericsson

223 hedge funds and large institutions have $1.98B invested in Ericsson in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 67

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$148M)

10% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $3.2M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less funds holding

Funds holding: 227223 (-4)

Holders
223
Holders Change
-4
Holders Change %
-1.76%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
92
Reduced
67
Closed
32
Calls
$3.51M
Puts
$3.2M
Net Calls
+$317K
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$34K +$9.59K +1,322 +40%
TDC
177
Thompson Davis & Co
Virginia
$21K -$1.41K -195 -6%
FHA
178
First Horizon Advisors
Tennessee
$20K +$1.66K +229 +9%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$19.8K +$17.9K +2,474 +900%
MFS
180
MSI Financial Services
Massachusetts
$19K -$11.2K -1,543 -37%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$18K -$290 -40 -2%
ZB
182
Zions Bancorporation
Utah
$17K +$7.38K +1,017 +68%
GWM
183
Geneos Wealth Management
Colorado
$16K
LIA
184
LS Investment Advisors
Michigan
$11K
Bessemer Group
185
Bessemer Group
New Jersey
$10K -$461K -63,505 -98%
First Manhattan
186
First Manhattan
New York
$10K
SIG
187
Stanford Investment Group
California
$10K
WA
188
WFG Advisors
Texas
$10K
CTC
189
Central Trust Company
Missouri
$8K -$10.4K -1,434 -56%
DAM
190
Delta Asset Management
Tennessee
$8K
TSW
191
Thompson Siegel & Walmsley
Virginia
$8K
WT
192
Whittier Trust
California
$7K -$3.44K -474 -34%
RFA
193
Reilly Financial Advisors
California
$7K -$3.34K -460 -32%
NFG
194
Next Financial Group
Texas
$7K +$6.75K +931 +887%
QCG
195
Quadrant Capital Group
Ohio
$6K -$21.6K -2,976 -68%
WTC
196
WhitTier Trust Company
Nevada
$5K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.78K +245 +84%
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.63K +501 +2,178%
KT
199
Kanaly Trust
Texas
$3K +$3.07K +423 New
WIC
200
Woodmont Investment Counsel
Tennessee
$3K +$3.48K +480 New

ERIC Hedge Fund Activity: Q3 2016 in Review

223 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2016, worth a combined $1.98B — up 8.1% from $1.83B a quarter earlier.

Fund positioning in ERIC was balanced in Q3 2016: 32 funds opened new positions, 32 closed out, 92 added to existing stakes and 67 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $155M. The largest seller was Tradewinds Global Investors, cutting an estimated $29.7M.

  • 223 institutional investors held Ericsson (ERIC) as of Q3 2016, down from 227 in Q2 2016.
  • Funds reported $1.98B of Ericsson stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 32 funds opened new Ericsson positions in Q3 2016 and 32 closed out, a net change of 0 holders.
  • The largest Ericsson buyer in Q3 2016 was Hotchkis & Wiley Capital Management, an estimated $155M added.
  • The largest Ericsson seller in Q3 2016 was Tradewinds Global Investors, an estimated $29.7M sold.

Based on aggregated 13F filings for Q3 2016.