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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$19.3K
EC
177
EntryPoint Capital
New York
$16.9K -$1.17K -208 -6%
GWM
178
Geneos Wealth Management
Colorado
$16.5K
AF
179
Allworth Financial
California
$15.2K
Credit Agricole
180
Credit Agricole
France
$15.2K
WWM
181
Wolff Wiese Magana
California
$14.3K
KFI
182
Key Financial Inc
Pennsylvania
$14.1K
GI
183
GAMMA Investing
California
$13K +$6.67K +1,184 +100%
CFGS
184
Concourse Financial Group Securities
Alabama
$13K
SPIA
185
Steward Partners Investment Advisory
New York
$12.5K
SIS
186
Sound Income Strategies
Florida
$12.4K
RA
187
Rise Advisors
New York
$11.6K +$11.9K +2,113 New
AWM
188
Avior Wealth Management
Nebraska
$10.6K +$9.62K +1,706 +797%
CTC
189
Central Trust Company
Missouri
$10.5K
BWAM
190
Boyd Watterson Asset Management
Ohio
$9.95K
CAM
191
Chesapeake Asset Management
New York
$9.92K -$3.38K -600 -25%
WWP
192
WR Wealth Planners
Missouri
$9.92K +$10.1K +1,800 New
RIL
193
Rothschild Investment LLC
Illinois
$9.41K -$9.89K -1,755 -51%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$9K +$9.42K +1,671 New
HNB
195
Huntington National Bank
Ohio
$7.17K -$1.41K -250 -16%
JWA
196
JFS Wealth Advisors
Pennsylvania
$6.77K +$2.08K +369 +43%
PS
197
Principal Securities
Iowa
$5.08K +$220 +39 +4%
SC
198
SouthState Corp
Florida
$5.01K
SAM
199
Smartleaf Asset Management
Massachusetts
$4.74K +$4.85K +861 New
BGAI
200
Bruce G. Allen Investments
Colorado
$4.61K +$4.72K +837 New

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.