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Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
176
First Manhattan
New York
$10K
LIA
177
LS Investment Advisors
Michigan
$10K
FHA
178
First Horizon Advisors
Tennessee
$9K -$9.25K -1,500 -53%
WA
179
WFG Advisors
Texas
$9K
WT
180
Whittier Trust
California
$8K +$1.6K +259 +29%
ZB
181
Zions Bancorporation
Utah
$8K +$4.63K +751 +240%
FCB
182
First Command Bank
Texas
$7K
FCFS
183
First Command Financial Services
Texas
$7K
GWS
184
Glassman Wealth Services
Virginia
$7K
RFA
185
Reilly Financial Advisors
California
$7K
WA
186
Winfield Associates
Ohio
$7K +$123 +20 +2%
GEA
187
Glen Eagle Advisors
New Jersey
$4.65K
JP Morgan Chase
188
JP Morgan Chase
New York
$4K -$1.36M -220,380 -100%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$4K
WTC
190
WhitTier Trust Company
Nevada
$4K
OC
191
Oakworth Capital
Alabama
$2K
YWP
192
YorkBridge Wealth Partners
New York
$2K
UBS AM
193
UBS AM
Illinois
$1.2K +$1.11K +180 New
BGIM
194
Brandywine Global Investment Management
Pennsylvania
$1K -$127K -20,600 -100%
NFG
195
Next Financial Group
Texas
$1K -$6.39K -1,036 -88%
SSB
196
Sandy Spring Bank
Maryland
$1K -$6 -1 -0.5%
ACS
197
Archford Capital Strategies
Illinois
$1K
CAW
198
Cornerstone Advisors (Washington)
Washington
$1K
DAM
199
Delta Asset Management
Tennessee
$1K
IWM
200
IHT Wealth Management
Illinois
$1K

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.