We are live on ! Find out more
ERIC icon

Ericsson

215 hedge funds and large institutions have $1.78B invested in Ericsson in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.9M | Put options by funds: $3.1M

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$246M)

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.16% more ownership

Funds ownership: 8.58%8.74% (+0.16%)

0% more funds holding

Funds holding: 215215 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
68
Reduced
59
Closed
33
Calls
$4.9M
Puts
$3.1M
Net Calls
+$1.79M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$663M -$30.5M -4,946,992 -5%
Primecap Management
2
Primecap Management
California
$544M +$14.1M +2,290,675 +3%
BIP
3
Brandes Investment Partners
California
$71.1M +$5.52M +894,358 +9%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$66.3M +$61.6M +9,986,908 New
Invesco
5
Invesco
Georgia
$45.1M -$5.94M -963,672 -12%
F
6
Folketrygdfondet
Norway
$44.2M -$19.3M -3,125,000 -32%
NIMC
7
NWQ Investment Management Company
California
$33.7M +$3.15M +511,093 +11%
CS
8
Credit Suisse
Switzerland
$30.2M +$25.3M +4,093,879 +913%
PPA
9
Parametric Portfolio Associates
Washington
$20.7M +$10.1M +1,635,852 +111%
Northern Trust
10
Northern Trust
Illinois
$18.1M +$1.78M +288,035 +12%
SCM
11
Symons Capital Management
Pennsylvania
$14.3M +$1.5M +243,910 +13%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$14.1M +$13.1M +2,127,798 New
Dodge & Cox
13
Dodge & Cox
California
$12.8M -$302K -48,985 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$11.2M -$17.3M -2,798,670 -62%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$10.9M -$419K -67,882 -4%
CL
16
Chubb Ltd
Switzerland
$9.96M
Goldman Sachs
17
Goldman Sachs
New York
$9.95M +$1.47M +238,323 +19%
Citadel Advisors
18
Citadel Advisors
Florida
$9.79M +$7.39M +1,198,639 +436%
Bank of America
19
Bank of America
North Carolina
$9.07M +$401K +65,042 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.45M +$170K +27,521 +2%
AG
21
Aperio Group
California
$7.16M +$1.37M +222,766 +26%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$6.91M +$4.88M +791,668 +318%
SEI Investments
23
SEI Investments
Pennsylvania
$6.29M -$9.51M -1,541,293 -62%
Millennium Management
24
Millennium Management
New York
$5.65M +$4.26M +691,334 +435%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$5.46M -$2.16M -349,500 -30%

ERIC Hedge Fund Activity: Q1 2017 in Review

215 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2017, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ERIC positions and 33 closed out — a net gain of 2 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $61.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $30.5M.

  • 215 institutional investors held Ericsson (ERIC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.78B of Ericsson stock for Q1 2017, up 16% quarter-over-quarter.
  • 35 funds opened new Ericsson positions in Q1 2017 and 33 closed out, a net change of +2 holders.
  • The largest Ericsson buyer in Q1 2017 was Arrowstreet Capital, an estimated $61.6M added.
  • The largest Ericsson seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2017.