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Ericsson

243 hedge funds and large institutions have $2.24B invested in Ericsson in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

6% more funds holding

Funds holding: 230243 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.24B (+$50.9M)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

42% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $7.33M

Holders
243
Holders Change
+13
Holders Change %
+5.65%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
77
Reduced
79
Closed
28
Calls
$4.27M
Puts
$7.33M
Net Calls
-$3.06M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
201
Kanaly Trust
Texas
$12K +$1.66K +170 +16%
TRCT
202
Tower Research Capital (TRC)
New York
$12K +$4.65K +478 +59%
NCM
203
Nelson Capital Management
California
$12K +$12.7K +1,300 New
DAM
204
Delta Asset Management
Tennessee
$11K
TSW
205
Thompson Siegel & Walmsley
Virginia
$11K +$10.8K +1,112 New
GWS
206
Glassman Wealth Services
Virginia
$10K
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$10K
QCG
208
Quadrant Capital Group
Ohio
$10K +$10.5K +1,074 +726%
WT
209
Whittier Trust
California
$7K -$526 -54 -7%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$6K -$8.75K -899 -60%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$6K
WTC
212
WhitTier Trust Company
Nevada
$6K
PR
213
Payden & Rygel
California
$6K +$6.2K +637 New
AIA
214
Allegis Investment Advisors
Idaho
$6K +$6.46K +664 New
HNB
215
Huntington National Bank
Ohio
$5K -$1.56K -160 -23%
LNB
216
Ledyard National Bank
$5K
VIA
217
Vantage Investment Advisors
Pennsylvania
$5K
WIC
218
Woodmont Investment Counsel
Tennessee
$5K
DBT
219
Dubuque Bank & Trust
Iowa
$5K +$4.67K +480 New
ACS
220
Archford Capital Strategies
Illinois
$4K
GWM
221
Gupta Wealth Management
California
$4K +$3.63K +373 New
IWMPD
222
Integrated Wealth Management (Palm Desert)
California
$3K -$1.02K -105 -27%
CAW
223
Cornerstone Advisors (Washington)
Washington
$3K
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
AF
225
Arrow Financial
New York
$3K +$3.21K +330 New

ERIC Hedge Fund Activity: Q4 2015 in Review

243 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2015, worth a combined $2.24B — up 2.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ERIC positions and 28 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.2M. The largest seller was Credit Suisse, cutting an estimated $15.8M.

  • 243 institutional investors held Ericsson (ERIC) as of Q4 2015, up from 230 in Q3 2015.
  • Funds reported $2.24B of Ericsson stock for Q4 2015, up 2.3% quarter-over-quarter.
  • 43 funds opened new Ericsson positions in Q4 2015 and 28 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2015 was Arrowstreet Capital, an estimated $62.2M added.
  • The largest Ericsson seller in Q4 2015 was Credit Suisse, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2015.