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Ericsson

243 hedge funds and large institutions have $2.24B invested in Ericsson in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

6% more funds holding

Funds holding: 230243 (+13)

2% more capital invested

Capital invested by funds: $2.19B → $2.24B (+$50.9M)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

42% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $7.33M

Holders
243
Holders Change
+13
Holders Change %
+5.65%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
77
Reduced
79
Closed
28
Calls
$4.27M
Puts
$7.33M
Net Calls
-$3.06M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$719M +$21.1M +2,164,400 +3%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$277M -$1.74M -178,300 -0.6%
CI
3
Cambiar Investors
Colorado
$108M +$26.4M +2,709,624 +32%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$85.7M +$62.2M +6,383,687 +252%
Invesco
5
Invesco
Georgia
$75.8M -$6.3M -646,936 -8%
BIP
6
Brandes Investment Partners
California
$74.4M -$3.69M -379,460 -5%
BA
7
BlackRock Advisors
Delaware
$72M +$26.7K +2,740 +0%
F
8
Folketrygdfondet
Norway
$68.6M -$9.88M -1,015,037 -12%
ClearBridge Investments
9
ClearBridge Investments
New York
$56.9M -$1.48M -152,080 -3%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$52.9M -$1.09M -111,750 -2%
Bank of America
11
Bank of America
North Carolina
$52.6M -$128K -13,133 -0.2%
BIM
12
BlackRock Investment Management
Delaware
$45.8M -$863K -88,679 -2%
TGI
13
Tradewinds Global Investors
California
$42.6M +$5.66M +581,002 +15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$36.5M +$7.34M +753,615 +25%
MC
15
Maverick Capital
Texas
$35.6M +$36.1M +3,705,667 New
Northern Trust
16
Northern Trust
Illinois
$24.3M +$2M +205,432 +9%
Dodge & Cox
17
Dodge & Cox
California
$20.8M -$195K -20,032 -0.9%
CS
18
Credit Suisse
Switzerland
$20.2M -$15.8M -1,619,653 -44%
BG
19
BlackRock Group
United Kingdom
$18.6M -$1.4M -144,160 -7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$17.2M +$240K +24,688 +1%
Franklin Resources
21
Franklin Resources
California
$16.4M +$287K +29,500 +2%
Wells Fargo
22
Wells Fargo
California
$15.7M -$60.1K -6,169 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$15M +$1.27M +130,659 +9%
EARNEST Partners
24
EARNEST Partners
Georgia
$14.7M -$5.02M -516,048 -25%
CC
25
Chubb Corp
New Jersey
$14.4M

ERIC Hedge Fund Activity: Q4 2015 in Review

243 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2015, worth a combined $2.24B — up 2.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ERIC positions and 28 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.2M. The largest seller was Credit Suisse, cutting an estimated $15.8M.

  • 243 institutional investors held Ericsson (ERIC) as of Q4 2015, up from 230 in Q3 2015.
  • Funds reported $2.24B of Ericsson stock for Q4 2015, up 2.3% quarter-over-quarter.
  • 43 funds opened new Ericsson positions in Q4 2015 and 28 closed out, a net change of +15 holders.
  • The largest Ericsson buyer in Q4 2015 was Arrowstreet Capital, an estimated $62.2M added.
  • The largest Ericsson seller in Q4 2015 was Credit Suisse, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2015.