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Ericsson
ERIC

214 hedge funds and large institutions have $1.82B invested in Ericsson in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$348M)

4% more funds holding

Funds holding: 205 → 214 (+9)

9% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $29.9M

3% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 69

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
6.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
71
Reduced
69
Closed
25
Calls
$32.7M
Puts
$29.9M
Net Calls
+$2.83M
Net Calls Change
+$7.74M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.4M
2
SCM
Sandler Capital Management
New York
+$17.8M
3
Citigroup
Citigroup
New York
+$13M
4
SA
Smithwood Advisers
California
+$13M
5
CS
Credit Suisse
Switzerland
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$10.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$10.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$340M -$2.91M -234,700 -0.9%
Invesco
2
Invesco
Georgia
$127M -$60M -4,832,329 -34%
JHIU
3
Janus Henderson Investors US
Colorado
$110M +$7.81M +629,336 +8%
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$94.6M -$10.6M -855,052 -11%
BIP
5
Brandes Investment Partners
California
$91.9M -$998K -80,458 -1%
ClearBridge Investments
6
ClearBridge Investments
New York
$91M -$547K -44,090 -0.6%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$73.5M +$68.4M +5,508,729 New
Franklin Resources
8
Franklin Resources
California
$73.5M +$10.5M +847,407 +18%
VM
9
Valinor Management
New York
$55.7M -$6.92M -557,674 -12%
MAA
10
Managed Account Advisors
New Jersey
$48.5M -$1.56M -125,399 -3%
TGI
11
Tradewinds Global Investors
California
$37.3M -$5.13M -413,738 -13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.6M +$213K +17,160 +0.7%
Renaissance Technologies
13
Renaissance Technologies
New York
$30.2M +$746K +60,100 +3%
CS
14
Credit Suisse
Switzerland
$28.8M +$12.8M +1,030,365 +92%
Dodge & Cox
15
Dodge & Cox
California
$25.1M +$2.6M +209,500 +13%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$21M -$91.8K -7,401 -0.5%
CC
17
Chubb Corp
New Jersey
$20M – – –
WI
18
WBI Investments
New Jersey
$19.7M +$3.32M +267,428 +22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$19.5M -$11.5M -930,000 -39%
SCM
20
Sandler Capital Management
New York
$19.2M +$17.8M +1,437,800 New
Millennium Management
21
Millennium Management
New York
$19.1M +$1.3M +104,391 +8%
Bank of America
22
Bank of America
North Carolina
$18M +$1.18M +95,095 +8%
Northern Trust
23
Northern Trust
Illinois
$17.7M +$1.13M +91,063 +7%
BHC
24
Bowen Hanes & Co
Florida
$17.5M -$22.3K -1,800 -0.1%
TI
25
Turner Investments
Pennsylvania
$16.3M +$6.43M +517,940 +74%
1
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ERIC Hedge Fund Activity: Q3 2013 in Review

214 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2013, worth a combined $1.82B — up 24% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ERIC positions and 25 closed out — a net gain of 11 holders — while 71 added to existing stakes and 69 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $68.4M. The largest seller was Invesco, cutting an estimated $60M.

  • 214 institutional investors held Ericsson (ERIC) as of Q3 2013, up from 205 in Q2 2013.
  • Funds reported $1.82B of Ericsson stock for Q3 2013, up 24% quarter-over-quarter.
  • 36 funds opened new Ericsson positions in Q3 2013 and 25 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q3 2013 was Arrowstreet Capital, an estimated $68.4M added.
  • The largest Ericsson seller in Q3 2013 was Invesco, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2013.