We are live on ! Find out more
ERIC icon

Ericsson

246 hedge funds and large institutions have $1.87B invested in Ericsson in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $12.9M

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$220M)

3% more funds holding

Funds holding: 239246 (+7)

0.11% more ownership

Funds ownership: 9.72%9.84% (+0.11%)

Holders
246
Holders Change
+7
Holders Change %
+2.93%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
47
Increased
91
Reduced
62
Closed
35
Calls
$15.6M
Puts
$12.9M
Net Calls
+$2.69M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
201
Hexagon Capital Partners
Arkansas
$10.7K +$5.3K +949 +120%
HNB
202
Huntington National Bank
Ohio
$8.03K
AWM
203
Avior Wealth Management
Nebraska
$6.77K -$4.59K -822 -43%
SC
204
SouthState Corp
Florida
$5.62K
JWA
205
JFS Wealth Advisors
Pennsylvania
$5.3K -$2.06K -369 -30%
SPIA
206
Steward Partners Investment Advisory
New York
$5.02K -$8.16K -1,460 -64%
BIA
207
Bell Investment Advisors
California
$4.79K
NFSG
208
Newbridge Financial Services Group
Florida
$4.5K
AssetMark Inc
209
AssetMark Inc
California
$4.16K +$3.77K +674 New
FFA
210
Farther Finance Advisors
California
$4.02K +$3.54K +634 +7,925%
FFA
211
Frazier Financial Advisors
Ohio
$3.91K +$2.18K +390 +160%
W
212
WealthCollab
Washington
$3.46K
LFG
213
Larson Financial Group
Missouri
$3.46K +$3.13K +561 New
FCA
214
FinTrust Capital Advisors
South Carolina
$3.31K
GKIM
215
GW&K Investment Management
Massachusetts
$3K +$888 +159 +44%
CFO
216
CVA Family Office
Colorado
$2.92K
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$2.8K +$648 +116 +36%
NB
218
NBT Bank
New York
$2.7K
QCG
219
Quadrant Capital Group
Ohio
$2.65K
ZB
220
Zions Bancorporation
Utah
$2.52K +$2.29K +409 New
IA
221
IFP Advisors
Florida
$2.45K
SWM
222
Spire Wealth Management
Virginia
$2.26K +$1.26K +226 +160%
Bessemer Group
223
Bessemer Group
New Jersey
$2K
FHA
224
First Horizon Advisors
Tennessee
$1.55K
TPCW
225
TD Private Client Wealth
New York
$1.53K +$1.39K +248 New

ERIC Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ERIC positions and 35 closed out — a net gain of 12 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $75.6M. The largest seller was Slate Path Capital, exiting entirely with an estimated $93.6M sold.

  • 246 institutional investors held Ericsson (ERIC) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $1.87B of Ericsson stock for Q2 2024, up 13% quarter-over-quarter.
  • 47 funds opened new Ericsson positions in Q2 2024 and 35 closed out, a net change of +12 holders.
  • The largest Ericsson buyer in Q2 2024 was Bank of Montreal, an estimated $75.6M added.
  • The largest Ericsson seller in Q2 2024 was Slate Path Capital, an estimated $93.6M sold.

Based on aggregated 13F filings for Q2 2024.