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486 hedge funds and large institutions have $17.7B invested in Tesla in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 136

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 467486 (+19)

5% more capital invested

Capital invested by funds: $16.8B → $17.7B (+$833M)

36% less call options, than puts

Call options by funds: $3.44B | Put options by funds: $5.38B

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
12.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
90
Increased
194
Reduced
136
Closed
65
Calls
$3.44B
Puts
$5.38B
Net Calls
-$1.94B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
World Asset Management
Michigan
$712K -$265K -16,965 -26%
SSG
252
Summit Securities Group
New York
$689K +$727K +46,500 New
CI
253
Constellation Investments
Ohio
$678K +$17.6K +1,125 +3%
AL
254
Agran Libbie
California
$672K
USGIU
255
U.S. Global Investors (USGI)
Texas
$667K -$1.17M -75,000 -63%
CS
256
Candriam SCA
Luxembourg
$659K +$698K +44,640 New
PAG
257
Private Advisor Group
New Jersey
$652K +$75K +4,800 +12%
AA
258
Apriem Advisors
California
$650K +$270K +17,280 +65%
BAAM
259
Baker Avenue Asset Management
California
$648K +$683K +43,725 New
FNBT
260
FineMark National Bank & Trust
Florida
$629K +$166K +10,620 +33%
AAF
261
Andra AP-fonden
Sweden
$623K +$656K +42,000 New
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$611K -$112K -7,140 -15%
BIA
263
Biondo Investment Advisors
Pennsylvania
$601K +$46.9K +3,000 +8%
CAN
264
Cetera Advisor Networks
California
$599K +$146K +9,330 +30%
Comerica Bank
265
Comerica Bank
Texas
$598K +$309K +19,800 +96%
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$594K +$223K +14,280 +55%
Teacher Retirement System of Texas
267
Teacher Retirement System of Texas
Texas
$588K +$619K +39,630 New
Twin Tree Management
268
Twin Tree Management
Texas
$567K -$3.68M -235,230 -86%
AFG
269
Albion Financial Group
Utah
$561K
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$556K +$586K +37,500 New
CWM
271
Concert Wealth Management
California
$548K +$153K +9,795 +36%
BOS
272
Bingham Osborn & Scarborough
California
$545K
WSCM
273
Wellington Shields Capital Management
New York
$534K +$23.4K +1,500 +4%
WT
274
Whittier Trust
California
$533K
MTIM
275
Marathon Trading Investment Management
Pennsylvania
$530K -$6.9M -441,615 -93%

TSLA Hedge Fund Activity: Q4 2014 in Review

486 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2014, worth a combined $17.7B — up 5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TSLA positions and 65 closed out — a net gain of 25 holders — while 194 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $525M. The largest seller was Susquehanna International Group, cutting an estimated $198M.

  • 486 institutional investors held Tesla (TSLA) as of Q4 2014, up from 467 in Q3 2014.
  • Funds reported $17.7B of Tesla stock for Q4 2014, up 5% quarter-over-quarter.
  • 90 funds opened new Tesla positions in Q4 2014 and 65 closed out, a net change of +25 holders.
  • The largest Tesla buyer in Q4 2014 was T. Rowe Price Associates, an estimated $525M added.
  • The largest Tesla seller in Q4 2014 was Susquehanna International Group, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2014.