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Ericsson

297 hedge funds and large institutions have $1.55B invested in Ericsson in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $20.1M

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

3% more capital invested

Capital invested by funds: $1.5B → $1.55B (+$51.7M)

0.05% more ownership

Funds ownership: 8.62%8.67% (+0.05%)

1% less funds holding

Funds holding: 300297 (-3)

28% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 109

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
57
Increased
78
Reduced
109
Closed
52
Calls
$29.1M
Puts
$20.1M
Net Calls
+$9.01M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
201
Acadian Asset Management
Massachusetts
$37K -$82.3K -13,688 -68%
CG
202
Cutler Group
California
$37K +$38.2K +6,356 +6,356%
N
203
Natixis
France
$32.2K +$33.1K +5,508 New
SBL
204
Sargent Bickham Lagudis
Colorado
$29.2K -$7.92K -1,317 -21%
PPC
205
Park Place Capital
Alabama
$29K +$30.2K +5,020 New
CM
206
Caption Management
Oklahoma
$28.7K -$30.6K -5,085 -51%
CFGS
207
Concourse Financial Group Securities
Alabama
$28K -$889 -148 -3%
FP
208
Financial Perspectives
Minnesota
$26.9K
SPIA
209
Steward Partners Investment Advisory
New York
$26.4K -$6.7K -1,114 -20%
AAG
210
Armstrong Advisory Group
Massachusetts
$24.7K +$25.4K +4,232 New
HIIFS
211
Harel Insurance Investments & Financial Services
Israel
$24K
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$20.4K
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.5K
Credit Agricole
214
Credit Agricole
France
$17.5K +$18K +3,000 New
WWM
215
Wolff Wiese Magana
California
$15.2K
BONH
216
Bank of New Hampshire
New Hampshire
$15K -$12.4K -2,060 -45%
KFI
217
Key Financial Inc
Pennsylvania
$14.7K
OWA
218
One Wealth Advisors
California
$12.6K +$12.9K +2,150 New
AF
219
Advisornet Financial
Minnesota
$12.3K +$751 +125 +6%
CA
220
Centerpoint Advisors
Massachusetts
$12K
S
221
SignatureFD
Georgia
$11.9K -$13K -2,166 -51%
CTC
222
Central Trust Company
Missouri
$11.1K -$1.47K -244 -11%
BWAM
223
Boyd Watterson Asset Management
Ohio
$10.5K +$10.9K +1,806 New
GRP
224
Global Retirement Partners
California
$10.5K +$4.59K +763 +74%
HCP
225
Hexagon Capital Partners
Arkansas
$10.3K -$24.2K -4,029 -70%

ERIC Hedge Fund Activity: Q4 2022 in Review

297 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2022, worth a combined $1.55B — up 3.4% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ERIC positions and 52 closed out — a net gain of 5 holders — while 78 added to existing stakes and 109 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $52.6M. The largest seller was Primecap Management, cutting an estimated $88.3M.

  • 297 institutional investors held Ericsson (ERIC) as of Q4 2022, down from 300 in Q3 2022.
  • Funds reported $1.55B of Ericsson stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 57 funds opened new Ericsson positions in Q4 2022 and 52 closed out, a net change of +5 holders.
  • The largest Ericsson buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $52.6M added.
  • The largest Ericsson seller in Q4 2022 was Primecap Management, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2022.