Ericsson
ERIC
227 hedge funds and large institutions have $1.83B invested in Ericsson in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 45 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
7% less funds holding
Funds holding: 245 → 227 (-18)
25% less capital invested
Capital invested by funds: $2.43B → $1.83B (-$599M)
38% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 45
48% less call options, than puts
Call options by funds: $2.68M | Put options by funds: $5.19M
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$103M |
| 2 |
Primecap Management
Pasadena,
California
|
+$26.6M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$20.8M |
| 4 |
F
Folketrygdfondet
Oslo Norway,
Norway
|
+$19.1M |
| 5 |
SCM
Symons Capital Management
Pittsburgh,
Pennsylvania
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$55.5M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$33.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$25.8M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$23.6M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$17.3M |
ERIC Hedge Fund Activity: Q2 2016 in Review
227 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q2 2016, worth a combined $1.83B — down 25% from $2.43B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of ERIC and 28 opened new positions — a net loss of 17 holders — while 76 trimmed existing stakes and 82 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $103M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $55.5M sold.
- 227 institutional investors held Ericsson (ERIC) as of Q2 2016, down from 245 in Q1 2016.
- Funds reported $1.83B of Ericsson stock for Q2 2016, down 25% quarter-over-quarter.
- 28 funds opened new Ericsson positions in Q2 2016 and 45 closed out, a net change of -17 holders.
- The largest Ericsson buyer in Q2 2016 was Hotchkis & Wiley Capital Management, an estimated $103M added.
- The largest Ericsson seller in Q2 2016 was ClearBridge Investments, an estimated $55.5M sold.
Based on aggregated 13F filings for Q2 2016.