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Ericsson

271 hedge funds and large institutions have $2.58B invested in Ericsson in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

11% more funds holding

Funds holding: 244271 (+27)

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$195M)

0.38% more ownership

Funds ownership: 8.45%8.84% (+0.38%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

54% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $31.9M

Holders
271
Holders Change
+27
Holders Change %
+11.07%
% of All Funds
5.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
59
Increased
101
Reduced
65
Closed
30
Calls
$14.8M
Puts
$31.9M
Net Calls
-$17.1M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$53K +$32.5K +3,355 +149%
CBT
202
Capital Bank & Trust
California
$52K
CH
203
Canton Hathaway
Rhode Island
$50K +$11.8K +1,220 +31%
SBL
204
Sargent Bickham Lagudis
Colorado
$44K
RIA
205
Realta Investment Advisors
Delaware
$37K +$24.7K +2,549 +189%
SF
206
Synovus Financial
Georgia
$34K +$19.4K +2,000 +129%
PCP
207
Proficio Capital Partners
Massachusetts
$33K +$4.09K +422 +14%
LC
208
Lindbrook Capital
California
$32K
HGWM
209
Harvest Group Wealth Management
Massachusetts
$32K +$12.3K +1,272 +60%
ASN
210
Advisory Services Network
Georgia
$31K +$27.1K +2,798 +578%
CAW
211
Cornerstone Advisors (Washington)
Washington
$24K +$2.6K +268 +12%
ZB
212
Zions Bancorporation
Utah
$23K -$7.49K -773 -25%
SPIA
213
Steward Partners Investment Advisory
New York
$23K +$24.5K +2,525 New
PA
214
Parallel Advisors
California
$21K +$19 +2 +0.1%
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
$19K +$19.6K +2,027 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$18K +$97 +10 +0.5%
BWM
217
BerganKDV Wealth Management
Minnesota
$16K
GAM
218
Gemmer Asset Management
California
$15K +$11.6K +1,200 +327%
First Manhattan
219
First Manhattan
New York
$14K +$97 +10 +0.6%
TFS
220
TrustCore Financial Services
Tennessee
$14K +$2.91K +300 +26%
MF
221
Manchester Financial
California
$14K +$14.5K +1,500 New
AJ
222
Ashburton (Jersey)
Jersey
$13K +$13.6K +1,400 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$12K
WEC
224
Winslow Evans & Crocker
Massachusetts
$12K +$5.23K +540 +95%
LPWM
225
Lake Point Wealth Management
Texas
$10K

ERIC Hedge Fund Activity: Q2 2019 in Review

271 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2019, worth a combined $2.58B — up 8.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ERIC positions and 30 closed out — a net gain of 29 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $59M. The largest seller was Arrowstreet Capital, cutting an estimated $29.6M.

  • 271 institutional investors held Ericsson (ERIC) as of Q2 2019, up from 244 in Q1 2019.
  • Funds reported $2.58B of Ericsson stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 59 funds opened new Ericsson positions in Q2 2019 and 30 closed out, a net change of +29 holders.
  • The largest Ericsson buyer in Q2 2019 was Neuberger Berman Group, an estimated $59M added.
  • The largest Ericsson seller in Q2 2019 was Arrowstreet Capital, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2019.