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Ericsson

246 hedge funds and large institutions have $1.87B invested in Ericsson in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $12.9M

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$220M)

3% more funds holding

Funds holding: 239246 (+7)

0.11% more ownership

Funds ownership: 9.72%9.84% (+0.11%)

Holders
246
Holders Change
+7
Holders Change %
+2.93%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
47
Increased
91
Reduced
62
Closed
35
Calls
$15.6M
Puts
$12.9M
Net Calls
+$2.69M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
176
BOK Financial
Oklahoma
$41.1K +$37.2K +6,656 New
Jones Financial Companies
177
Jones Financial Companies
Missouri
$39K +$35.3K +6,313 New
NS
178
NBC Securities
Alabama
$38K -$25K -4,470 -42%
CH
179
Cromwell Holdings
Wyoming
$36.7K +$33.2K +5,946 New
GI
180
GAMMA Investing
California
$33.7K +$17.3K +3,101 +131%
CP
181
Camelot Portfolios
Ohio
$30.9K +$27.9K +5,000 New
GRP
182
Global Retirement Partners
California
$28.5K +$4.25K +761 +20%
FP
183
Financial Perspectives
Minnesota
$28.4K
AAG
184
Armstrong Advisory Group
Massachusetts
$26.1K
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8K -$5.17K -925 -18%
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$21.6K
AF
187
Allworth Financial
California
$19.2K +$860 +154 +6%
Credit Agricole
188
Credit Agricole
France
$18.5K
GWM
189
Geneos Wealth Management
Colorado
$18.5K
RIL
190
Rothschild Investment LLC
Illinois
$16.8K +$5.69K +1,018 +60%
WWM
191
Wolff Wiese Magana
California
$16.1K
CFGS
192
Concourse Financial Group Securities
Alabama
$14.5K
SIS
193
Sound Income Strategies
Florida
$13.9K
RA
194
Rise Advisors
New York
$13.3K +$229 +41 +2%
PS
195
Principal Securities
Iowa
$12.7K +$6.37K +1,140 +124%
UB
196
UMB Bank
Missouri
$12.3K +$11.2K +2,000 New
CTC
197
Central Trust Company
Missouri
$11.7K
BWAM
198
Boyd Watterson Asset Management
Ohio
$11.1K
CAM
199
Chesapeake Asset Management
New York
$11.1K
WWP
200
WR Wealth Planners
Missouri
$11.1K

ERIC Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ERIC positions and 35 closed out — a net gain of 12 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.6M. The largest seller was Slate Path Capital, exiting entirely with an estimated $93.6M sold.

  • 246 institutional investors held Ericsson (ERIC) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $1.87B of Ericsson stock for Q2 2024, up 13% quarter-over-quarter.
  • 47 funds opened new Ericsson positions in Q2 2024 and 35 closed out, a net change of +12 holders.
  • The largest Ericsson buyer in Q2 2024 was Bank of Montreal, an estimated $75.6M added.
  • The largest Ericsson seller in Q2 2024 was Slate Path Capital, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2024.