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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
201
Huntington National Bank
Ohio
$4K – – –
DADC
202
D.A. Davidson & Co
Montana
$3K -$4K -322 -55%
DSC
203
Duncker Streett & Co
Missouri
$3K -$2.51K -202 -50%
PSUF
204
People's United Financial
Connecticut
$3K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.48K +200 New
HCC
206
Hirtle Callaghan & Co
Pennsylvania
$3K +$2.48K +200 New
Parallax Volatility Advisers
207
Parallax Volatility Advisers
California
$3K +$2.53K +204 New
GI
208
Gradient Investments
Minnesota
$3K +$2.79K +225 New
MAM
209
Meeder Asset Management
Ohio
$2K – – –
PFG
210
Pacific Financial Group
Washington
$2K – – –
WA
211
WealthTrust-Arizona
Arizona
$2K – – –
FHA
212
First Horizon Advisors
Tennessee
$2K +$2.11K +170 New
WF
213
WealthTrust Fairport
Ohio
$1K +$658 +53 New
Capital Fund Management (CFM)
214
Capital Fund Management (CFM)
France
– -$10.5M -934,862 Closed
Wellington Management Group
215
Wellington Management Group
Massachusetts
– -$6.01M -532,470 Closed
ZAM
216
Zenit Asset Management
Sweden
– -$5.66M -500,000 Closed
VF
217
Virtu Financial
New York
– -$2.39M -211,596 Closed
USAA
218
United Services Automobile Association
Texas
– -$1.78M -158,100 Closed
CCIA
219
Campbell & Co Investment Adviser
Maryland
– -$1.19M -105,174 Closed
NCCM
220
Nine Chapters Capital Management
New Jersey
– -$1.02M -90,500 Closed
EMG
221
Ellington Management Group
Connecticut
– -$742K -65,800 Closed
Nordea Investment Management
222
Nordea Investment Management
Sweden
– -$667K -59,153 Closed
Nomura Holdings
223
Nomura Holdings
Japan
– -$598K -52,830 Closed
7AM
224
7x7 Asset Management
California
– -$564K -50,000 Closed
Walleye Trading
225
Walleye Trading
New York
– -$322K -25,913 Closed
6 7 8
9
10

ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.