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Ericsson

203 hedge funds and large institutions have $2.31B invested in Ericsson in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $2.83M

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $2.09B → $2.31B (+$222M)

4% more funds holding

Funds holding: 195203 (+8)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.32% less ownership

Funds ownership: 8.88%8.56% (-0.32%)

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
56
Reduced
54
Closed
33
Calls
$4.73M
Puts
$2.83M
Net Calls
+$1.9M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.17B +$9.37M +1,143,200 +0.9%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$538M -$120M -14,639,831 -19%
Morgan Stanley
3
Morgan Stanley
New York
$45.1M +$4.61M +561,794 +12%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.5M -$407K -49,700 -1%
Citadel Advisors
5
Citadel Advisors
Florida
$32.8M -$2.22M -270,357 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$32.8M -$7.55M -920,464 -20%
PPA
7
Parametric Portfolio Associates
Washington
$27M +$2.1M +255,788 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$26.6M +$19M +2,312,625 +325%
Northern Trust
9
Northern Trust
Illinois
$26.3M +$1.49M +181,215 +6%
CS
10
Credit Suisse
Switzerland
$21.2M +$10.4M +1,273,584 +112%
BIP
11
Brandes Investment Partners
California
$20.1M -$23M -2,803,862 -55%
Goldman Sachs
12
Goldman Sachs
New York
$19.4M -$2.99M -364,777 -14%
F
13
Folketrygdfondet
Norway
$18.5M
MCM
14
Masters Capital Management
Georgia
$17.6M +$16.4M +2,000,000 New
1M
15
13D Management
New York
$17.4M +$994K +121,216 +7%
Citigroup
16
Citigroup
New York
$16.7M +$14.6M +1,776,710 +1,417%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$16.2M +$109K +13,355 +0.7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$15.9M +$14.9M +1,811,923 New
Dodge & Cox
19
Dodge & Cox
California
$15.3M -$13.1K -1,600 -0.1%
Bank of America
20
Bank of America
North Carolina
$12.4M +$1.64M +200,363 +17%
UM
21
Ulysses Management
New York
$12.3M -$2.87M -350,000 -20%
UBS Group
22
UBS Group
Switzerland
$11.2M -$1.08M -131,318 -9%
CIP
23
Chartwell Investment Partners
Pennsylvania
$9.79M -$4.15M -506,361 -31%
AG
24
Aperio Group
California
$9.27M +$1.72M +209,970 +25%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$8.8M +$926K +113,000 +13%

ERIC Hedge Fund Activity: Q3 2018 in Review

203 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q3 2018, worth a combined $2.31B — up 11% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ERIC positions and 33 closed out — a net gain of 9 holders — while 56 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $120M.

  • 203 institutional investors held Ericsson (ERIC) as of Q3 2018, up from 195 in Q2 2018.
  • Funds reported $2.31B of Ericsson stock for Q3 2018, up 11% quarter-over-quarter.
  • 42 funds opened new Ericsson positions in Q3 2018 and 33 closed out, a net change of +9 holders.
  • The largest Ericsson buyer in Q3 2018 was JP Morgan Chase, an estimated $19M added.
  • The largest Ericsson seller in Q3 2018 was Hotchkis & Wiley Capital Management, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2018.