Ericsson
ERIC
184 hedge funds and large institutions have $1.85B invested in Ericsson in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 37 closing their positions.
67% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $1.18M
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
0.37% more ownership
Funds ownership: 9.03% → 9.41% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $1.85B → $1.85B (-$4.19M)
8% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 37
2% less funds holding
Funds holding: 187 → 184 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$85.3M |
| 2 |
Morgan Stanley
New York
|
+$27.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$21.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.7M |
| 5 |
Barclays
London,
United Kingdom
|
+$7.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$41.2M |
| 2 |
F
Folketrygdfondet
Oslo Norway,
Norway
|
-$19.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$7.46M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.39M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCB
201
First Command Bank
Fort Worth,
Texas
| – | -$4K | -663 | Closed |
|
|
FCFS
202
First Command Financial Services
Fort Worth,
Texas
| – | -$4K | -663 | Closed |
|
|
RPC
203
Rossmore Private Capital
Glastonbury,
Connecticut
| – | -$4.41K | -660 | Closed |
|
204
AssetMark Inc
Concord,
California
| – | -$3K | -378 | Closed |
|
|
SPI
205
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$2K | -377 | Closed |
|
|
TRCT
206
Tower Research Capital (TRC)
New York
| – | -$2K | -305 | Closed |
|
|
SIC
207
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$1K | -200 | Closed |
|
208
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -145 | Closed |
|
|
BGIM
209
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$1K | -1 | Closed |
|
|
WAS
210
WESPAC Advisors SoCal
Pasadena,
California
| – | +$269 | +40 | New |
|
|
IIC
211
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | +$485 | +72 | New |
|
ERIC Hedge Fund Activity: Q1 2018 in Review
184 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2018, worth a combined $1.85B — down 0.23% from $1.85B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of ERIC and 34 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 51 added.
The largest buyer was Primecap Management, adding an estimated $85.3M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $41.2M.
- 184 institutional investors held Ericsson (ERIC) as of Q1 2018, down from 187 in Q4 2017.
- Funds reported $1.85B of Ericsson stock for Q1 2018, down 0.23% quarter-over-quarter.
- 34 funds opened new Ericsson positions in Q1 2018 and 37 closed out, a net change of -3 holders.
- The largest Ericsson buyer in Q1 2018 was Primecap Management, an estimated $85.3M added.
- The largest Ericsson seller in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $41.2M sold.
Based on aggregated 13F filings for Q1 2018.