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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
201
Thompson Siegel & Walmsley
Virginia
$12K +$12.4K +1,000 New
CAW
202
Cornerstone Advisors (Washington)
Washington
$11K – – –
S
203
SignatureFD
Georgia
$10K +$10.5K +848 New
WTC
204
WhitTier Trust Company
Nevada
$8K – – –
FNBT
205
FineMark National Bank & Trust
Florida
$8K +$1.12K +90 +15%
ASN
206
Advisory Services Network
Georgia
$8K +$7.96K +640 New
Bessemer Group
207
Bessemer Group
New Jersey
$7K – – –
ECM
208
Exchange Capital Management
Michigan
$7K +$6.71K +540 New
TCM
209
Tradewinds Capital Management
Washington
$7K +$6.96K +560 New
VIA
210
Vantage Investment Advisors
Pennsylvania
$7K +$6.96K +560 New
PAS
211
Partnervest Advisory Services
California
$6K -$6.38K -513 -51%
FHA
212
First Horizon Advisors
Tennessee
$6K +$3.65K +294 +173%
PMFA
213
Plante Moran Financial Advisors
Michigan
$6K +$5.75K +463 New
LNB
214
Ledyard National Bank
$6K +$6.02K +484 New
TDC
215
Thompson Davis & Co
Virginia
$6K +$6.21K +500 New
ECM
216
Estabrook Capital Management
New York
$5.56K – – –
DADC
217
D.A. Davidson & Co
Montana
$5K +$2.4K +193 +74%
HNB
218
Huntington National Bank
Ohio
$4K – – –
NES
219
New England Securities
New York
$4K – – –
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
DSC
221
Duncker Streett & Co
Missouri
$2K – – –
HCC
222
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
PFG
223
Pacific Financial Group
Washington
$2K – – –
PSUF
224
People's United Financial
Connecticut
$2K – – –
ST
225
SpiderRock Trading
Illinois
$2K – – –
7 8
9
10 11

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.