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Ericsson

345 hedge funds and large institutions have $2.49B invested in Ericsson in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $136M | Put options by funds: $66.2M

0.54% more ownership

Funds ownership: 8.3%8.84% (+0.54%)

4% less funds holding

Funds holding: 361345 (-16)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$278M)

13% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 76

14% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 110

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
345
Holders Change
-16
Holders Change %
-4.43%
% of All Funds
5.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
66
Increased
95
Reduced
110
Closed
76
Calls
$136M
Puts
$66.2M
Net Calls
+$69.8M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
201
Leonteq Securities AG
Switzerland
$179K +$2.1K +202 +1%
Franklin Resources
202
Franklin Resources
California
$178K -$38.8K -3,723 -16%
SAF
203
Smith Anglin Financial
Texas
$169K
AWC
204
Abundance Wealth Counselors
Pennsylvania
$167K +$45.3K +4,352 +31%
RA
205
RFG Advisory
Alabama
$165K +$896 +86 +0.5%
SGA
206
Strategic Global Advisors
California
$164K -$112K -10,746 -37%
CGL
207
Clarius Group LLC
Washington
$158K
TPCW
208
TD Private Client Wealth
New York
$156K +$176K +16,927 +11,063%
MM
209
MQS Management
New York
$149K +$170K +16,306 New
GT
210
Glenmede Trust
Pennsylvania
$148K -$21.8K -2,095 -11%
MML Investors Services
211
MML Investors Services
Massachusetts
$141K -$24.4K -2,347 -13%
CAM
212
Cresset Asset Management
Illinois
$137K -$31.3K -3,003 -17%
EVM
213
Eaton Vance Management
Massachusetts
$136K +$68K +6,523 +79%
IWC
214
Integrated Wealth Concepts
Massachusetts
$132K +$150K +14,408 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$130K -$3.63M -348,466 -96%
IWM
216
IHT Wealth Management
Illinois
$129K -$11.5K -1,100 -7%
CIM
217
Confluence Investment Management
Missouri
$128K -$522K -50,091 -78%
HAI
218
Hennessy Advisors Inc
California
$127K +$18.5K +1,778 +15%
SWP
219
Stratos Wealth Partners
Ohio
$125K +$143K +13,710 New
DWT
220
Dorsey & Whitney Trust
South Dakota
$124K +$2.2K +211 +2%
MLIC
221
Mandatum Life Insurance Company
Finland
$122K
AAS
222
Avantax Advisory Services
Texas
$120K +$4.99K +479 +4%
DC
223
DeDora Capital
California
$119K -$1.86K -179 -1%
BPA
224
Beacon Pointe Advisors
California
$119K +$18.4K +1,764 +16%
ABLA
225
Alan B. Lancz & Associates
Ohio
$119K +$135K +13,000 New

ERIC Hedge Fund Activity: Q1 2022 in Review

345 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2022, worth a combined $2.49B — down 10% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of ERIC and 66 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 95 added.

The largest buyer was SRB Corp, opening a new position worth an estimated $157M. The largest seller was Folketrygdfondet, cutting an estimated $95M.

  • 345 institutional investors held Ericsson (ERIC) as of Q1 2022, down from 361 in Q4 2021.
  • Funds reported $2.49B of Ericsson stock for Q1 2022, down 10% quarter-over-quarter.
  • 66 funds opened new Ericsson positions in Q1 2022 and 76 closed out, a net change of -10 holders.
  • The largest Ericsson buyer in Q1 2022 was SRB Corp, an estimated $157M added.
  • The largest Ericsson seller in Q1 2022 was Folketrygdfondet, an estimated $95M sold.

Based on aggregated 13F filings for Q1 2022.