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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
AII
251
AGF Investments Inc
Ontario, Canada
$361K +$368K +36,000 New
AIP
252
Ameritas Investment Partners
Nebraska
$359K +$366K +35,850 New
WT
253
Whittier Trust
California
$356K -$1.01M -99,000 -74%
KFS
254
KMS Financial Services
Washington
$356K +$9.04K +885 +3%
HCMNY
255
Howard Capital Management (New York)
New York
$342K +$181K +17,700 +108%
TCM
256
Tanaka Capital Management
New York
$334K +$340K +33,300 New
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$329K +$335K +32,805 New
GI
258
Gradient Investments
Minnesota
$327K +$333K +32,655 New
EOJOAM
259
E. Ohman J:or Asset Management
Sweden
$320K
PAG
260
Private Advisor Group
New Jersey
$314K +$320K +31,350 New
PI
261
Placemark Investments
Illinois
$310K -$242K -23,700 -43%
CCMH
262
Cornerstone Capital Management Holdings
New York
$304K -$46K -4,500 -13%
AB
263
Amalgamated Bank
New York
$304K +$310K +30,330 New
MA
264
Menlo Advisors
California
$303K
WAM
265
Weatherly Asset Management
California
$302K
BOS
266
Bingham Osborn & Scarborough
California
$301K -$80.4K -7,875 -21%
SPM
267
Symmetry Peak Management
Pennsylvania
$301K -$76.6K -7,500 -20%
WSCM
268
Wellington Shields Capital Management
New York
$301K +$306K +30,000 New
FAAS
269
First Allied Advisory Services
California
$299K +$51.5K +5,040 +20%
NPC
270
National Planning Corporation
California
$295K -$11.3K -1,110 -4%
HHC
271
Hutchin Hill Capital
New York
$286K +$291K +28,500 New
JIC
272
Johnson Investment Counsel
Ohio
$278K -$5.05K -495 -2%
TFA
273
Toth Financial Advisory
Virginia
$257K +$262K +25,650 New
BNP Paribas Asset Management
274
BNP Paribas Asset Management
France
$254K +$35.7K +3,495 +16%
SO
275
STRS Ohio
Ohio
$252K

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.