We are live on ! Find out more
TSLA icon

Tesla
TSLA

527 hedge funds and large institutions have $20.8B invested in Tesla in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 215 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 138

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

4% more funds holding

Funds holding: 509 → 527 (+18)

2% less capital invested

Capital invested by funds: $21.1B → $20.8B (-$360M)

36% less call options, than puts

Call options by funds: $2.83B | Put options by funds: $4.42B

Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
14.72%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.42%
New
70
Increased
215
Reduced
138
Closed
51
Calls
$2.83B
Puts
$4.42B
Net Calls
-$1.58B
Net Calls Change
-$690M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$523M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$388M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$218M
4
Ameriprise
Ameriprise
Minnesota
+$137M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$133M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$172M
2
Jennison Associates
Jennison Associates
New York
-$160M
3
JP Morgan Chase
JP Morgan Chase
New York
-$60.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.4M
5
SOMRS
State of Michigan Retirement System
Michigan
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$845K +$76.5K +4,500 +10%
RG
252
Rathbones Group
United Kingdom
$839K +$158K +9,270 +22%
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$836K – – –
TMAM
254
Tokio Marine Asset Management
Japan
$832K +$47.9K +2,820 +6%
BHA
255
Beech Hill Advisors
New York
$825K -$649K -38,175 -43%
OC
256
Oppenheimer & Co
New York
$823K +$607K +35,700 +255%
CI
257
Constellation Investments
Ohio
$807K +$25.5K +1,500 +3%
Rafferty Asset Management
258
Rafferty Asset Management
New York
$800K -$31.6K -1,860 -4%
CWM
259
Calamos Wealth Management
Illinois
$795K +$815K +47,985 New
AA
260
Apriem Advisors
California
$763K -$1.78K -105 -0.2%
MYLI
261
Meiji Yasuda Life Insurance
Japan
$758K – – –
AB
262
Amalgamated Bank
New York
$757K +$19.1K +1,125 +3%
CWM
263
Concert Wealth Management
California
$756K +$40.8K +2,400 +6%
PAI
264
Pittenger & Anderson Inc
Nebraska
$730K +$5.61K +330 +0.8%
CAN
265
Cetera Advisor Networks
California
$723K +$27.8K +1,635 +4%
EDRH
266
Edmond de Rothschild Holding
Switzerland
$715K +$8.92K +525 +1%
IIA
267
IPG Investment Advisors
California
$708K +$727K +42,765 New
CF
268
CenterStar Fund
Illinois
$689K – – –
MSFP
269
Mark Sheptoff Financial Planning
Connecticut
$688K -$51K -3,000 -7%
VCAM
270
Valentine Capital Asset Management
California
$676K +$694K +40,845 New
HK
271
Horizon Kinetics
New York
$672K -$222K -13,065 -24%
BIA
272
Biondo Investment Advisors
Pennsylvania
$671K – – –
MA
273
Menlo Advisors
California
$668K – – –
RHBC
274
R.H. Bluestein & Co
Michigan
$664K +$19.1K +1,125 +3%
ICAS
275
Investors Capital Advisory Services
Massachusetts
$638K -$27.3K -1,605 -4%
9 10
11
12 13

TSLA Hedge Fund Activity: Q3 2015 in Review

527 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2015, worth a combined $20.8B — down 1.7% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TSLA positions and 51 closed out — a net gain of 19 holders — while 215 added to existing stakes and 138 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $523M. The largest seller was Deutsche Bank, cutting an estimated $172M.

  • 527 institutional investors held Tesla (TSLA) as of Q3 2015, up from 509 in Q2 2015.
  • Funds reported $20.8B of Tesla stock for Q3 2015, down 1.7% quarter-over-quarter.
  • 70 funds opened new Tesla positions in Q3 2015 and 51 closed out, a net change of +19 holders.
  • The largest Tesla buyer in Q3 2015 was Baillie Gifford & Co, an estimated $523M added.
  • The largest Tesla seller in Q3 2015 was Deutsche Bank, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2015.