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Ericsson
ERIC

229 hedge funds and large institutions have $1.91B invested in Ericsson in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

39% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $28.2M

7% more funds holding

Funds holding: 214 → 229 (+15)

5% more capital invested

Capital invested by funds: $1.82B → $1.91B (+$94.1M)

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
6.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
81
Reduced
54
Closed
32
Calls
$39.2M
Puts
$28.2M
Net Calls
+$11M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M
2
BA
BlackRock Advisors
Delaware
+$54.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$48.7M
4
VM
Valinor Management
New York
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$87.1M
2
SCM
Sandler Capital Management
New York
-$19.2M
3
TI
Turner Investments
Pennsylvania
-$16.3M
4
Citigroup
Citigroup
New York
-$12.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Primecap Management
1
Primecap Management
California
$312M -$409K -32,900 -0.1%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$161M +$94.8M +7,628,775 +138%
JHIU
3
Janus Henderson Investors US
Colorado
$100M -$216K -17,406 -0.2%
BIP
4
Brandes Investment Partners
California
$88.8M +$4.68M +376,895 +5%
VM
5
Valinor Management
New York
$84.9M +$34.4M +2,768,021 +66%
ClearBridge Investments
6
ClearBridge Investments
New York
$82.8M -$583K -46,939 -0.7%
LBA
7
Letko, Brosseau & Associates
Quebec, Canada
$80.6M -$6.2M -498,775 -7%
Franklin Resources
8
Franklin Resources
California
$67.6M +$231K +18,596 +0.3%
Renaissance Technologies
9
Renaissance Technologies
New York
$53.7M +$26.4M +2,124,800 +94%
BA
10
BlackRock Advisors
Delaware
$53.4M +$54.2M +4,364,200 New
EARNEST Partners
11
EARNEST Partners
Georgia
$47.9M +$48.7M +3,915,427 New
MAA
12
Managed Account Advisors
New Jersey
$46.5M +$2.02M +162,825 +4%
TGI
13
Tradewinds Global Investors
California
$45.5M +$11.4M +919,568 +33%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$30.4M -$431K -34,682 -1%
Invesco
15
Invesco
Georgia
$30.4M -$87.1M -7,009,378 -74%
CS
16
Credit Suisse
Switzerland
$25.6M -$764K -61,497 -3%
Dodge & Cox
17
Dodge & Cox
California
$24.3M +$1.34M +107,650 +6%
Bank of America
18
Bank of America
North Carolina
$24M +$7.63M +613,982 +46%
BIM
19
BlackRock Investment Management
Delaware
$23M +$23.4M +1,879,054 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$22.4M +$23.1M +1,862,432 New
WI
21
WBI Investments
New Jersey
$20.1M +$2.08M +167,369 +11%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$20M +$19.1M +1,535,000 +1,535%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$19.7M +$449K +36,131 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$18.5M +$12.4M +996,652 +193%
CC
25
Chubb Corp
New Jersey
$18.4M – – –
1
2 3 4 5

ERIC Hedge Fund Activity: Q4 2013 in Review

229 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2013, worth a combined $1.91B — up 5.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ERIC positions and 32 closed out — a net gain of 16 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $94.8M. The largest seller was Invesco, cutting an estimated $87.1M.

  • 229 institutional investors held Ericsson (ERIC) as of Q4 2013, up from 214 in Q3 2013.
  • Funds reported $1.91B of Ericsson stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 48 funds opened new Ericsson positions in Q4 2013 and 32 closed out, a net change of +16 holders.
  • The largest Ericsson buyer in Q4 2013 was Arrowstreet Capital, an estimated $94.8M added.
  • The largest Ericsson seller in Q4 2013 was Invesco, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2013.