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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
14.71%
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
AFG
276
Albion Financial Group
Utah
$633K – – –
Brown Advisory
277
Brown Advisory
Maryland
$616K +$8.41K +495 +1%
BOS
278
Bingham Osborn & Scarborough
California
$614K +$5.35K +315 +0.9%
EDRS
279
Edmond de Rothschild (Suisse)
Switzerland
$606K -$15.3K -900 -2%
FPCP
280
Fort Point Capital Partners
California
$597K +$360K +21,210 +143%
SB
281
Suntrust Banks
Georgia
$593K +$35.7K +2,100 +6%
ICM
282
IMS Capital Management
Oregon
$581K +$596K +35,055 New
BAAM
283
Baker Avenue Asset Management
California
$580K +$5.1K +300 +0.9%
BCM
284
Bienville Capital Management
New York
$565K – – –
FIM
285
Frontier Investment Management
Texas
$546K – – –
W
286
Wealthfront
California
$538K +$529K +31,125 +2,280%
AIP
287
Ameritas Investment Partners
Nebraska
$535K +$21.7K +1,275 +4%
CAM
288
Capstone Asset Management
Texas
$535K +$549K +32,325 New
SSB
289
Sandy Spring Bank
Maryland
$521K +$22.2K +1,305 +4%
MCTIC
290
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$518K +$17.8K +1,050 +3%
BRWA
291
B. Riley Wealth Advisors
Florida
$516K +$185K +10,875 +54%
WAM
292
Weatherly Asset Management
California
$512K – – –
V
293
Veritable
Delaware
$511K +$9.43K +555 +2%
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$507K -$4.84K -285 -0.9%
DADC
295
D.A. Davidson & Co
Montana
$505K -$11.2K -660 -2%
SPC
296
Sigma Planning Corp
Michigan
$504K -$371K -21,810 -42%
F
297
FutureAdvisor
California
$503K +$516K +30,375 New
TAM
298
Trillium Asset Management
Massachusetts
$502K +$23.4K +1,380 +5%
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$501K -$35.9K -2,115 -7%
GW
300
GW & Wade
Massachusetts
$499K +$512K +30,150 New
10 11
12
13 14

TSLA Hedge Fund Activity: Q3 2015 in Review

527 of the 3,582 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.