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Tesla
TSLA

467 hedge funds and large institutions have $16.8B invested in Tesla in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 42

47% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 125

7% more funds holding

Funds holding: 435 → 467 (+32)

2% more capital invested

Capital invested by funds: $16.5B → $16.8B (+$306M)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

34% less call options, than puts

Call options by funds: $3.38B | Put options by funds: $5.12B

Holders
467
Holders Change
+32
Holders Change %
+7.36%
% of All Funds
13.54%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
77
Increased
184
Reduced
125
Closed
42
Calls
$3.38B
Puts
$5.12B
Net Calls
-$1.74B
Net Calls Change
-$959M

Top Buyers

Rank Fund Capital Flow
1
MCM
Marsico Capital Management
Colorado
+$310M
2
TCIM
TIAA CREF Investment Management
New York
+$184M
3
Capital World Investors
Capital World Investors
California
+$136M
4
BAMCO Inc
BAMCO Inc
New York
+$48.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$47M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$196M
2
Norges Bank
Norges Bank
Norway
-$149M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$102M
4
BM
Bridger Management
New York
-$91.2M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$65.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$866K +$218K +13,185 +33%
BP
252
Ballentine Partners
Massachusetts
$862K +$878K +53,235 New
CIM
253
Calvert Investment Management
Maryland
$855K +$873K +52,875 New
BHA
254
Beech Hill Advisors
New York
$854K +$78K +4,725 +10%
BAM
255
Burnham Asset Management
New York
$849K +$198K +12,000 +30%
TRCT
256
Tower Research Capital (TRC)
New York
$837K +$847K +51,315 +11,403%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$822K +$618K +37,455 +281%
KBC Group
258
KBC Group
Belgium
$821K -$359K -21,765 -30%
CIA
259
Capital Impact Advisors
Massachusetts
$800K +$815K +49,410 +127%
HK
260
Horizon Kinetics
New York
$800K -$6.44K -390 -0.8%
FIB
261
First Interstate Bank
Montana
$792K +$808K +48,975 New
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$782K -$177K -10,710 -18%
RGNCM
263
R.G. Niederhoffer Capital Management
New York
$753K +$767K +46,500 New
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$752K +$767K +46,500 New
IMS
265
Index Management Solutions
Pennsylvania
$748K +$763K +46,245 New
AL
266
Agran Libbie
California
$733K – – –
SC
267
Scotia Capital
Ontario, Canada
$725K +$157K +9,525 +27%
CI
268
Constellation Investments
Ohio
$722K – – –
PI
269
Placemark Investments
Illinois
$695K +$191K +11,580 +37%
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$660K – – –
PAG
271
Private Advisor Group
New Jersey
$634K +$140K +8,505 +28%
SAMC
272
Shinko Asset Management Company
Japan
$616K -$202K -12,270 -24%
AFG
273
Albion Financial Group
Utah
$612K +$5.69K +345 +0.9%
BIA
274
Biondo Investment Advisors
Pennsylvania
$607K – – –
BOS
275
Bingham Osborn & Scarborough
California
$595K – – –
9 10
11
12 13

TSLA Hedge Fund Activity: Q3 2014 in Review

467 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2014, worth a combined $16.8B — up 1.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new TSLA positions and 42 closed out — a net gain of 35 holders — while 184 added to existing stakes and 125 trimmed.

The largest buyer was Marsico Capital Management, opening a new position worth an estimated $310M. The largest seller was Fidelity Investments, cutting an estimated $196M.

  • 467 institutional investors held Tesla (TSLA) as of Q3 2014, up from 435 in Q2 2014.
  • Funds reported $16.8B of Tesla stock for Q3 2014, up 1.9% quarter-over-quarter.
  • 77 funds opened new Tesla positions in Q3 2014 and 42 closed out, a net change of +35 holders.
  • The largest Tesla buyer in Q3 2014 was Marsico Capital Management, an estimated $310M added.
  • The largest Tesla seller in Q3 2014 was Fidelity Investments, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2014.