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Ericsson

266 hedge funds and large institutions have $2.14B invested in Ericsson in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.87B → $2.14B (+$271M)

8% more funds holding

Funds holding: 246266 (+20)

0.27% more ownership

Funds ownership: 9.84%10.11% (+0.27%)

12% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $18.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+20
Holders Change %
+8.13%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
50
Increased
104
Reduced
65
Closed
30
Calls
$16.2M
Puts
$18.3M
Net Calls
-$2.16M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$41K +$23.4K +3,341 +162%
FP
202
Financial Perspectives
Minnesota
$34.9K
TPCW
203
TD Private Client Wealth
New York
$34.6K +$30.2K +4,323 +1,743%
AAG
204
Armstrong Advisory Group
Massachusetts
$32.1K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.7K
JIP
206
Jaffetilchin Investment Partners
Florida
$31.2K +$28.8K +4,116 New
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$26.5K
RIL
208
Rothschild Investment LLC
Illinois
$25.5K +$4.49K +641 +24%
Credit Agricole
209
Credit Agricole
France
$22.7K
GWM
210
Geneos Wealth Management
Colorado
$22.7K
AF
211
Allworth Financial
California
$22.4K +$301 +43 +1%
NS
212
NBC Securities
Alabama
$22K -$22.9K -3,274 -52%
WWM
213
Wolff Wiese Magana
California
$19.7K
AWM
214
Avior Wealth Management
Nebraska
$18.8K +$9.68K +1,383 +126%
CFGS
215
Concourse Financial Group Securities
Alabama
$17.7K -$196 -28 -1%
SIS
216
Sound Income Strategies
Florida
$17.1K
SAM
217
Smartleaf Asset Management
Massachusetts
$16.6K +$15.1K +2,153 New
RA
218
Rise Advisors
New York
$16.3K
UB
219
UMB Bank
Missouri
$15.2K
CTC
220
Central Trust Company
Missouri
$15.1K +$679 +97 +5%
CAM
221
Chesapeake Asset Management
New York
$13.6K
WWP
222
WR Wealth Planners
Missouri
$13.6K
BWAM
223
Boyd Watterson Asset Management
Ohio
$13.4K -$273 -39 -2%
MWA
224
Moser Wealth Advisors
Washington
$11.4K +$10.5K +1,500 New
PTC
225
Private Trust Company
Ohio
$10.5K +$9.71K +1,388 New

ERIC Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2024, worth a combined $2.14B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ERIC positions and 30 closed out — a net gain of 20 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $279M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $251M.

  • 266 institutional investors held Ericsson (ERIC) as of Q3 2024, up from 246 in Q2 2024.
  • Funds reported $2.14B of Ericsson stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Ericsson positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Ericsson buyer in Q3 2024 was Acadian Asset Management, an estimated $279M added.
  • The largest Ericsson seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2024.