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Ericsson

231 hedge funds and large institutions have $2.33B invested in Ericsson in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

6% more funds holding

Funds holding: 217231 (+14)

5% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $13.7M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $2.51B → $2.33B (-$185M)

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
6.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
81
Reduced
63
Closed
23
Calls
$14.4M
Puts
$13.7M
Net Calls
+$640K
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
201
Cornerstone Advisors (Washington)
Washington
$8K -$2.2K -190 -21%
HNB
202
Huntington National Bank
Ohio
$7K
WTC
203
WhitTier Trust Company
Nevada
$7K
VIA
204
Vantage Investment Advisors
Pennsylvania
$6K -$6.48K -560 -50%
MFS
205
MSI Financial Services
Massachusetts
$6K -$5.88K -508 -47%
CFG
206
CKW Financial Group
Hawaii
$6K
TCM
207
Tradewinds Capital Management
Washington
$6K
LNB
208
Ledyard National Bank
$5K
WIC
209
Woodmont Investment Counsel
Tennessee
$5K +$5.56K +480 New
IWMPD
210
Integrated Wealth Management (Palm Desert)
California
$4K -$6.2K -535 -58%
LWA
211
Lenox Wealth Advisors
New York
$4K
CLOS
212
Compagnie Lombard Odier SCmA
Switzerland
$3K +$3.76K +325 New
WCM
213
Wealthcare Capital Management
Virginia
$2K -$811 -70 -25%
PFG
214
Pacific Financial Group
Washington
$2K
ACS
215
Archford Capital Strategies
Illinois
$2K +$950 +82 +58%
ECM
216
Estabrook Capital Management
New York
$1.25K
P
217
Palladiem
Pennsylvania
$1K -$2.26K -195 -70%
BC
218
Bartlett & Co
Ohio
$1K
NFG
219
Next Financial Group
Texas
$1K
QCG
220
Quadrant Capital Group
Ohio
$1K +$1.69K +146 New
KCPG
221
Kavar Capital Partners Group
Kansas
$1K +$2.1K +181 New
1GA
222
1st Global Advisors
Texas
$633 -$23.9K -2,062 -3%
AT
223
Arden Trust
Delaware
$294 +$133K +11,454 +69%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254 +$281K +24,286 New
California Public Employees Retirement System
225
California Public Employees Retirement System
California
-$14.8M -1,216,580 Closed

ERIC Hedge Fund Activity: Q2 2015 in Review

231 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2015, worth a combined $2.33B — down 7.4% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ERIC positions and 23 closed out — a net gain of 18 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was Primecap Management, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $21.5M.

  • 231 institutional investors held Ericsson (ERIC) as of Q2 2015, up from 217 in Q1 2015.
  • Funds reported $2.33B of Ericsson stock for Q2 2015, down 7.4% quarter-over-quarter.
  • 41 funds opened new Ericsson positions in Q2 2015 and 23 closed out, a net change of +18 holders.
  • The largest Ericsson buyer in Q2 2015 was Primecap Management, an estimated $134M added.
  • The largest Ericsson seller in Q2 2015 was Arrowstreet Capital, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2015.