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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
BJL
276
Brighton Jones LLC
Washington
$251K +$68.9K +6,750 +37%
Rafferty Asset Management
277
Rafferty Asset Management
New York
$250K +$255K +24,945 New
ICAS
278
Investors Capital Advisory Services
Massachusetts
$246K +$251K +24,600 New
KIA
279
KCM Investment Advisors
California
$243K +$247K +24,195 New
SSB
280
Sandy Spring Bank
Maryland
$241K +$176K +17,250 +256%
DADC
281
D.A. Davidson & Co
Montana
$240K +$228K +22,350 +1,355%
CG
282
Clinton Group
New York
$235K -$384K -37,635 -62%
PAS
283
Partnervest Advisory Services
California
$232K +$237K +23,175 New
CA
284
Cetera Advisors
Colorado
$226K +$230K +22,560 New
GCP
285
GSA Capital Partners
United Kingdom
$215K +$220K +21,495 New
IGIM
286
I.G. Investment Management
Manitoba, Canada
$214K +$218K +21,300 New
AA
287
Apriem Advisors
California
$213K +$31.6K +3,090 +17%
EWA
288
Exencial Wealth Advisors
Oklahoma
$207K +$178K +17,400 New
CNB
289
City National Bank
California
$206K +$210K +20,550 New
IAS
290
IMA Advisory Services
Colorado
$205K
KWILP
291
Kiwi Wealth Investments Limited Partnership
New Zealand
$203K
ZIG
292
Zuckerman Investment Group
Illinois
$203K +$207K +20,235 New
HCM
293
Hollencrest Capital Management
California
$202K +$206K +20,130 New
CWM
294
Concert Wealth Management
California
$202K +$207K +20,310 New
LIA
295
LS Investment Advisors
Michigan
$194K +$197K +19,320 New
SFSIG
296
San Francisco Sentry Investment Group
California
$188K +$95.7K +9,375 +100%
SI
297
Stephens Inc
Arkansas
$140K +$35.2K +3,450 +33%
Schroder Investment Management Group
298
Schroder Investment Management Group
United Kingdom
$134K
FWC
299
First Washington Corp
Washington
$128K -$115K -11,250 -47%
MA
300
MUFG Americas
New York
$125K -$1.57M -153,780 -93%

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.