Ericsson
ERIC
214 hedge funds and large institutions have $1.53B invested in Ericsson in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 54 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
8.58% more ownership
Funds ownership: 0% → 8.58% (+8.6%)
7% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 54
4% less funds holding
Funds holding: 223 → 214 (-9)
22% less capital invested
Capital invested by funds: $1.98B → $1.53B (-$442M)
23% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 74
29% less call options, than puts
Call options by funds: $1.94M | Put options by funds: $2.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$234M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.5M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
+$11M |
| 4 |
Jane Street
New York
|
+$8.72M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$7.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$146M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$58.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$55.8M |
| 4 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$34.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$22.6M |
ERIC Hedge Fund Activity: Q4 2016 in Review
214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2016, worth a combined $1.53B — down 22% from $1.98B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of ERIC and 50 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 57 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $234M. The largest seller was Cambiar Investors, exiting entirely with an estimated $146M sold.
- 214 institutional investors held Ericsson (ERIC) as of Q4 2016, down from 223 in Q3 2016.
- Funds reported $1.53B of Ericsson stock for Q4 2016, down 22% quarter-over-quarter.
- 50 funds opened new Ericsson positions in Q4 2016 and 54 closed out, a net change of -4 holders.
- The largest Ericsson buyer in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $234M added.
- The largest Ericsson seller in Q4 2016 was Cambiar Investors, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2016.