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364 hedge funds and large institutions have $11.4B invested in Tesla in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 66

8% more funds holding

Funds holding: 337364 (+27)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

21% less capital invested

Capital invested by funds: $14.4B → $11.4B (-$3.04B)

23% less call options, than puts

Call options by funds: $2.22B | Put options by funds: $2.9B

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
364
Holders Change
+27
Holders Change %
+8.01%
% of All Funds
10.57%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.29%
New
95
Increased
118
Reduced
115
Closed
66
Calls
$2.22B
Puts
$2.9B
Net Calls
-$680M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$553K -$92.8K -9,090 -14%
HK
227
Horizon Kinetics
New York
$553K +$281K +27,510 +99%
RFC
228
Regions Financial Corp
Alabama
$546K +$182K +17,850 +49%
SI
229
Standard Investments
New York
$544K +$554K +54,255 New
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$531K +$209K +20,490 +58%
PAA
231
Peregrine Asset Advisers
Oregon
$528K
WC
232
Whitnell & Co
Illinois
$525K +$67.4K +6,600 +14%
MFS
233
MSI Financial Services
Massachusetts
$521K +$55.9K +5,475 +12%
GT
234
Glenmede Trust
Pennsylvania
$501K +$76.6K +7,500 +18%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$456K +$91.9K +9,000 +25%
William Blair & Company
236
William Blair & Company
Illinois
$451K +$142K +13,875 +44%
ID
237
Integral Derivatives
New York
$443K +$451K +44,205 New
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$436K -$46K -4,500 -9%
DCMA
239
Daiwa Capital Markets America
New York
$436K +$444K +43,500 New
CI
240
Constellation Investments
Ohio
$425K +$30.6K +3,000 +8%
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$406K -$306K -30,000 -43%
BPC
242
Banque Pictet & Cie
Switzerland
$396K +$404K +39,540 New
AL
243
Agran Libbie
California
$394K +$99.6K +9,750 +33%
US Bancorp
244
US Bancorp
Minnesota
$388K -$257K -25,155 -39%
AFG
245
Albion Financial Group
Utah
$376K -$7.66K -750 -2%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$376K +$383K +37,485 New
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$364K -$358K -35,070 -49%
PG
248
PEAK6 Group
Illinois
$363K -$305K -29,850 -45%
AAM
249
Advisors Asset Management
Colorado
$363K -$4.9K -480 -1%
GH
250
GAM Holding
Switzerland
$361K +$153K +15,000 +71%

TSLA Hedge Fund Activity: Q4 2013 in Review

364 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2013, worth a combined $11.4B — down 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new TSLA positions and 66 closed out — a net gain of 29 holders — while 118 added to existing stakes and 115 trimmed.

The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.07B.

  • 364 institutional investors held Tesla (TSLA) as of Q4 2013, up from 337 in Q3 2013.
  • Funds reported $11.4B of Tesla stock for Q4 2013, down 21% quarter-over-quarter.
  • 95 funds opened new Tesla positions in Q4 2013 and 66 closed out, a net change of +29 holders.
  • The largest Tesla buyer in Q4 2013 was Jennison Associates, an estimated $366M added.
  • The largest Tesla seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2013.