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Ericsson

239 hedge funds and large institutions have $1.65B invested in Ericsson in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $11M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

0.96% more ownership

Funds ownership: 8.77%9.72% (+0.96%)

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$51.2M)

4% less funds holding

Funds holding: 248239 (-9)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
86
Reduced
68
Closed
46
Calls
$16.4M
Puts
$11M
Net Calls
+$5.47M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
201
Hexagon Capital Partners
Arkansas
$4.36K +$2.78K +493 +165%
BIA
202
Bell Investment Advisors
California
$4.28K -$603 -107 -12%
NFSG
203
Newbridge Financial Services Group
Florida
$4.02K
GCM
204
Gables Capital Management
Florida
$3.44K
W
205
WealthCollab
Washington
$3.09K
FCA
206
FinTrust Capital Advisors
South Carolina
$2.96K
CFO
207
CVA Family Office
Colorado
$2.61K
NB
208
NBT Bank
New York
$2.41K
QCG
209
Quadrant Capital Group
Ohio
$2.36K
IA
210
IFP Advisors
Florida
$2.19K -$846 -150 -27%
AWM
211
Abound Wealth Management
Tennessee
$2.12K +$2.17K +385 New
GKIM
212
GW&K Investment Management
Massachusetts
$2K
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$1.76K +$1.81K +321 New
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$1.65K
SA
215
SRH Advisors
Kansas
$1.41K
FHA
216
First Horizon Advisors
Tennessee
$1.38K +$1.42K +251 New
OPTFSNA
217
Old Point Trust & Financial Services N A
Virginia
$1.38K +$1.41K +250 New
FFA
218
Frazier Financial Advisors
Ohio
$1.34K +$344 +61 +34%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1.17K -$1.2K -213 -50%
AA
220
Addison Advisors
Vermont
$1.11K
LC
221
Lindbrook Capital
California
$1.08K +$299 +53 +37%
Bessemer Group
222
Bessemer Group
New Jersey
$1K
DAM
223
Delta Asset Management
Tennessee
$882
SWM
224
Spire Wealth Management
Virginia
$776 -$705 -125 -47%
WTC
225
WhitTier Trust Company
Nevada
$737 +$282 +50 +60%

ERIC Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2024, worth a combined $1.65B — down 3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ERIC and 37 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 86 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $95.7M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 239 institutional investors held Ericsson (ERIC) as of Q1 2024, down from 248 in Q4 2023.
  • Funds reported $1.65B of Ericsson stock for Q1 2024, down 3% quarter-over-quarter.
  • 37 funds opened new Ericsson positions in Q1 2024 and 46 closed out, a net change of -9 holders.
  • The largest Ericsson buyer in Q1 2024 was Slate Path Capital, an estimated $95.7M added.
  • The largest Ericsson seller in Q1 2024 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.