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Ericsson

249 hedge funds and large institutions have $1.38B invested in Ericsson in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 90 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)

0.09% less ownership

Funds ownership: 8.28%8.19% (-0.09%)

2% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $12.9M

7% less capital invested

Capital invested by funds: $1.48B → $1.38B (-$109M)

8% less funds holding

Funds holding: 270249 (-21)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

37% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 52

Holders
249
Holders Change
-21
Holders Change %
-7.78%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
70
Reduced
90
Closed
52
Calls
$12.7M
Puts
$12.9M
Net Calls
-$195K
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
201
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K
NFSG
202
Newbridge Financial Services Group
Florida
$3.97K
JWA
203
JFS Wealth Advisors
Pennsylvania
$3.95K -$1.14K -212 -23%
FCA
204
FinTrust Capital Advisors
South Carolina
$3.43K
GCM
205
Gables Capital Management
Florida
$3.41K
IA
206
IFP Advisors
Florida
$3.37K +$440 +82 +15%
SSB
207
Sandy Spring Bank
Maryland
$3.05K
HI
208
Horizon Investments
North Carolina
$3K +$2.96K +551 New
TWM
209
Tradition Wealth Management
Minnesota
$3K -$805 -150 -23%
TCOV
210
Trust Company of Vermont
Vermont
$2.73K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$2.49K -$4.06K -756 -62%
AA
212
Ancora Advisors
Ohio
$2.29K
AF
213
Allworth Financial
California
$2.21K +$5 +1 +0.2%
S
214
SignatureFD
Georgia
$2.07K -$2.29K -427 -53%
Bessemer Group
215
Bessemer Group
New Jersey
$2K +$1.07K +200 +80%
BG
216
Bollard Group
Massachusetts
$2K +$1.59K +296 New
GKIM
217
GW&K Investment Management
Massachusetts
$2K +$1.96K +365 New
SWM
218
Spire Wealth Management
Virginia
$1.99K +$215 +40 +12%
Barclays
219
Barclays
United Kingdom
$1.92K -$2.08K -388 -52%
SA
220
SRH Advisors
Kansas
$1.49K
FGAM
221
Financial Gravity Asset Management
Texas
$1.35K -$5 -1 -17%
FA
222
Fiduciary Alliance
South Carolina
$1.26K +$1.25K +232 New
HS
223
Horan Securities
United States
$1.25K +$16 +3 +1%
AWM
224
Avior Wealth Management
Nebraska
$1.14K +$16 +3 +1%
AA
225
Addison Advisors
Vermont
$1.1K

ERIC Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2023, worth a combined $1.38B — down 7.3% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ERIC and 33 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 70 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $94.6M.

  • 249 institutional investors held Ericsson (ERIC) as of Q2 2023, down from 270 in Q1 2023.
  • Funds reported $1.38B of Ericsson stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ericsson positions in Q2 2023 and 52 closed out, a net change of -19 holders.
  • The largest Ericsson buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $145M added.
  • The largest Ericsson seller in Q2 2023 was Bank of New York Mellon, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2023.