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Ericsson

248 hedge funds and large institutions have $1.7B invested in Ericsson in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $15.2M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

28% more capital invested

Capital invested by funds: $1.33B → $1.7B (+$374M)

5% more funds holding

Funds holding: 236248 (+12)

0.1% less ownership

Funds ownership: 8.87%8.77% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
69
Reduced
87
Closed
33
Calls
$23.4M
Puts
$15.2M
Net Calls
+$8.22M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$5.56K +$4.48K +883 New
BF
202
BOK Financial
Oklahoma
$5.52K +$4.44K +876 New
JWA
203
JFS Wealth Advisors
Pennsylvania
$5.41K -$1.33K -263 -23%
NFSG
204
Newbridge Financial Services Group
Florida
$4.59K
GCM
205
Gables Capital Management
Florida
$3.94K
W
206
WealthCollab
Washington
$3.54K +$2.84K +561 New
SSB
207
Sandy Spring Bank
Maryland
$3.53K
IA
208
IFP Advisors
Florida
$3.45K -$248 -49 -8%
FCA
209
FinTrust Capital Advisors
South Carolina
$3.38K
AT
210
Arlington Trust
Alabama
$3.32K +$2.67K +527 New
CFO
211
CVA Family Office
Colorado
$2.98K +$2.4K +473 New
NB
212
NBT Bank
New York
$2.75K +$2.21K +437 New
QCG
213
Quadrant Capital Group
Ohio
$2.7K -$466 -92 -18%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2.68K +$2.16K +426 New
RFG
215
RFP Financial Group
Georgia
$2.39K +$1.92K +379 New
FFA
216
Farther Finance Advisors
California
$2.29K +$1.8K +355 +4,438%
Bessemer Group
217
Bessemer Group
New Jersey
$2K
GKIM
218
GW&K Investment Management
Massachusetts
$2K
HCP
219
Hexagon Capital Partners
Arkansas
$1.88K -$274 -54 -15%
SA
220
SRH Advisors
Kansas
$1.61K
SWM
221
Spire Wealth Management
Virginia
$1.56K -$502 -99 -27%
AWM
222
Avior Wealth Management
Nebraska
$1.35K +$25 +5 +2%
AA
223
Addison Advisors
Vermont
$1.27K
GI
224
Gradient Investments
Minnesota
$1.26K
FFA
225
Frazier Financial Advisors
Ohio
$1.15K +$923 +182 New

ERIC Hedge Fund Activity: Q4 2023 in Review

248 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2023, worth a combined $1.7B — up 28% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 33 closed out — a net gain of 15 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $32.9M. The largest seller was SRB Corp, cutting an estimated $39.7M.

  • 248 institutional investors held Ericsson (ERIC) as of Q4 2023, up from 236 in Q3 2023.
  • Funds reported $1.7B of Ericsson stock for Q4 2023, up 28% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2023 and 33 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest Ericsson seller in Q4 2023 was SRB Corp, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.