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Tesla
TSLA

435 hedge funds and large institutions have $16.5B invested in Tesla in 2014 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 128 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 128

20% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $15.2B → $16.5B (+$1.27B)

2% more funds holding

Funds holding: 425 → 435 (+10)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

18% less call options, than puts

Call options by funds: $3.47B | Put options by funds: $4.25B

Holders
435
Holders Change
+10
Holders Change %
+2.35%
% of All Funds
12.5%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
73
Increased
168
Reduced
128
Closed
61
Calls
$3.47B
Puts
$4.25B
Net Calls
-$777M
Net Calls Change
+$288M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$280M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$256M
3
Norges Bank
Norges Bank
Norway
+$132M
4
BAMCO Inc
BAMCO Inc
New York
+$82.2M
5
Morgan Stanley
Morgan Stanley
New York
+$69.3M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$201M
3
Ameriprise
Ameriprise
Minnesota
-$154M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
HCM
Highfields Capital Management
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
251
Agran Libbie
California
$725K +$71.1K +5,100 +13%
CI
252
Constellation Investments
Ohio
$714K -$15.7K -1,125 -2%
BCM
253
Barometer Capital Management
Ontario, Canada
$672K +$586K +42,000 New
FAM
254
Fortaleza Asset Management
Illinois
$665K – – –
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$653K – – –
BAM
256
Burnham Asset Management
New York
$648K -$1.86M -133,500 -77%
PWM
257
Perigon Wealth Management
California
$648K +$565K +40,500 New
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$644K +$22.8K +1,635 +4%
Federated Hermes
259
Federated Hermes
Pennsylvania
$638K -$224K -16,035 -29%
CIA
260
Capital Impact Advisors
Massachusetts
$621K +$541K +38,790 New
AFG
261
Albion Financial Group
Utah
$600K – – –
BIA
262
Biondo Investment Advisors
Pennsylvania
$600K – – –
TAM
263
Telluride Asset Management
Minnesota
$600K +$523K +37,500 New
BOS
264
Bingham Osborn & Scarborough
California
$589K +$59K +4,230 +13%
WT
265
Whittier Trust
California
$575K – – –
SLI
266
Sumitomo Life Insurance
Japan
$574K +$500K +35,850 New
SC
267
Scotia Capital
Ontario, Canada
$566K +$493K +35,340 New
ICAS
268
Investors Capital Advisory Services
Massachusetts
$565K +$22.2K +1,590 +5%
WSCM
269
Wellington Shields Capital Management
New York
$552K +$41.8K +3,000 +10%
SEC
270
Seven Eight Capital
New York
$541K +$472K +33,810 New
AIP
271
Ameritas Investment Partners
Nebraska
$529K -$39.1K -2,805 -8%
WAM
272
Weatherly Asset Management
California
$505K – – –
EOJOAM
273
E. Ohman J:or Asset Management
Sweden
$504K – – –
AB
274
Amalgamated Bank
New York
$504K +$25.5K +1,830 +6%
PI
275
Placemark Investments
Illinois
$503K +$149K +10,650 +51%
9 10
11
12 13

TSLA Hedge Fund Activity: Q2 2014 in Review

435 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q2 2014, worth a combined $16.5B — up 8.3% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TSLA positions and 61 closed out — a net gain of 12 holders — while 168 added to existing stakes and 128 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $280M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $2.3B.

  • 435 institutional investors held Tesla (TSLA) as of Q2 2014, up from 425 in Q1 2014.
  • Funds reported $16.5B of Tesla stock for Q2 2014, up 8.3% quarter-over-quarter.
  • 73 funds opened new Tesla positions in Q2 2014 and 61 closed out, a net change of +12 holders.
  • The largest Tesla buyer in Q2 2014 was Baillie Gifford & Co, an estimated $280M added.
  • The largest Tesla seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $2.3B sold.

Based on aggregated 13F filings for Q2 2014.