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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
176
Financial Perspectives
Minnesota
$25.1K
AAG
177
Armstrong Advisory Group
Massachusetts
$23.1K
SPIA
178
Steward Partners Investment Advisory
New York
$22.5K -$2.15K -400 -9%
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$19.1K
CFGS
180
Concourse Financial Group Securities
Alabama
$18.3K -$1.72K -321 -9%
HCP
181
Hexagon Capital Partners
Arkansas
$18.2K +$14.8K +2,761 +483%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$18K +$5.01K +933 +40%
WWP
183
WR Wealth Planners
Missouri
$18K
GRP
184
Global Retirement Partners
California
$17.5K +$3.7K +689 +27%
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K
Credit Agricole
186
Credit Agricole
France
$16.4K
GWM
187
Geneos Wealth Management
Colorado
$16.4K
WWM
188
Wolff Wiese Magana
California
$14.2K
KFI
189
Key Financial Inc
Pennsylvania
$14K
Citadel Advisors
190
Citadel Advisors
Florida
$12.8K -$745K -138,906 -98%
SIS
191
Sound Income Strategies
Florida
$12.3K
CA
192
Centerpoint Advisors
Massachusetts
$11K
CTC
193
Central Trust Company
Missouri
$10.4K
NA
194
NewEdge Advisors
Louisiana
$10.1K
BWAM
195
Boyd Watterson Asset Management
Ohio
$9.84K
HNB
196
Huntington National Bank
Ohio
$8.46K
AF
197
Advisornet Financial
Minnesota
$8.38K -$386 -72 -4%
GWS
198
Glassman Wealth Services
Virginia
$8.32K -$3.37K -628 -29%
GI
199
Gradient Investments
Minnesota
$6.15K
ZB
200
Zions Bancorporation
Utah
$5.28K -$2.19K -408 -30%

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.