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Ericsson
ERIC

195 hedge funds and large institutions have $2.09B invested in Ericsson in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

912% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $1.85B → $2.09B (+$242M)

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

6% more funds holding

Funds holding: 184 → 195 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.53% less ownership

Funds ownership: 9.41% → 8.88% (-0.53%)

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
55
Reduced
49
Closed
25
Calls
$17.3M
Puts
$1.71M
Net Calls
+$15.6M
Net Calls Change
+$14.8M

Top Buyers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
+$131M
2
Renaissance Technologies
Renaissance Technologies
New York
+$32.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$222M
2
Artisan Partners
Artisan Partners
Wisconsin
-$87.1M
3
Morgan Stanley
Morgan Stanley
New York
-$16.2M
4
CS
Credit Suisse
Switzerland
-$15.5M
5
BIP
Brandes Investment Partners
California
-$9.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
176
Gryphon Financial Partners
Ohio
$2K – – –
SIC
177
Salem Investment Counselors
North Carolina
$2K +$1.46K +200 New
LWM
178
Lenox Wealth Management
Ohio
$2K +$1.48K +202 +213%
TWA
179
TCI Wealth Advisors
Arizona
$2K +$1.77K +242 New
ED
180
Exane Derivatives
France
$1.28K – – –
RCAG
181
Rehmann Capital Advisory Group
Michigan
$1.25K – – –
DAM
182
Delta Asset Management
Tennessee
$1K – – –
TCM
183
Tradewinds Capital Management
Washington
$1K – – –
WT
184
Washington Trust
Rhode Island
$1K +$966 +132 New
ECM
185
Estabrook Capital Management
New York
$920 – – –
BCWM
186
Bartlett & Co Wealth Management
Ohio
$384 – – –
FRA
187
Front Row Advisors
California
$2 – – –
Artisan Partners
188
Artisan Partners
Wisconsin
– -$87.1M -13,609,614 Closed
Arrowstreet Capital
189
Arrowstreet Capital
Massachusetts
– -$8.55M -1,335,369 Closed
FHAM
190
Folger Hill Asset Management
New York
– -$4.47M -699,000 Closed
SIP
191
Stoneridge Investment Partners
Pennsylvania
– -$2.54M -397,210 Closed
Russell Investments Group
192
Russell Investments Group
United Kingdom
– -$1.07M -167,068 Closed
AAM
193
Advisors Asset Management
Colorado
– -$674K -101,779 Closed
NIMC
194
NWQ Investment Management Company
California
– -$570K -89,072 Closed
LMIM
195
Lockheed Martin Investment Management
Maryland
– -$320K -50,000 Closed
Creative Planning
196
Creative Planning
Kansas
– -$306K -47,804 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$136K -21,293 Closed
GC
198
Guggenheim Capital
Illinois
– -$93K -14,605 Closed
GAM
199
Gotham Asset Management
New York
– -$77K -11,969 Closed
SWP
200
Stratos Wealth Partners
Ohio
– -$34K -5,324 Closed
5 6 7
8
9

ERIC Hedge Fund Activity: Q2 2018 in Review

195 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2018, worth a combined $2.09B — up 13% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ERIC positions and 25 closed out — a net gain of 14 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Primecap Management, adding an estimated $131M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $222M.

  • 195 institutional investors held Ericsson (ERIC) as of Q2 2018, up from 184 in Q1 2018.
  • Funds reported $2.09B of Ericsson stock for Q2 2018, up 13% quarter-over-quarter.
  • 39 funds opened new Ericsson positions in Q2 2018 and 25 closed out, a net change of +14 holders.
  • The largest Ericsson buyer in Q2 2018 was Primecap Management, an estimated $131M added.
  • The largest Ericsson seller in Q2 2018 was Hotchkis & Wiley Capital Management, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.