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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
Robeco Institutional Asset Management
301
Robeco Institutional Asset Management
Netherlands
$108K
GCT
302
Galaxy Capital Trading
British Virgin Islands
$105K +$107K +10,500 New
SF
303
Synovus Financial
Georgia
$91K +$77.8K +7,620 +508%
CTC
304
Central Trust Company
Missouri
$89K +$30.6K +3,000 +51%
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$85.8K +8,400 New
FMP
306
Financial Management Professionals
Texas
$81K
DekaBank Deutsche Girozentrale
307
DekaBank Deutsche Girozentrale
Germany
$76K -$735K -72,000 -91%
M&T Bank
308
M&T Bank
New York
$75K
BFEC
309
Benjamin F. Edwards & Company
Missouri
$75K +$59.1K +5,790 +339%
PWAG
310
Polaris Wealth Advisory Group
California
$75K +$76.6K +7,500 New
FNBT
311
FineMark National Bank & Trust
Florida
$68K +$30.6K +3,000 +79%
RFA
312
Reilly Financial Advisors
California
$68K +$68.9K +6,750 New
SAMC
313
Shinko Asset Management Company
Japan
$60K
EWM
314
Evercore Wealth Management
New York
$59K -$211K -20,625 -78%
FWM
315
Focused Wealth Management
New York
$57K +$58.2K +5,700 New
TCOV
316
Trust Company of Vermont
Vermont
$56K
CFA
317
Camarda Financial Advisors
Florida
$51K +$52.4K +5,130 New
TRCT
318
Tower Research Capital (TRC)
New York
$46K -$281K -27,495 -86%
1IC
319
1919 Investment Counsel
Maryland
$46K -$46K -4,500 -50%
BCI
320
Brinker Capital Investments
Pennsylvania
$45K +$46K +4,500 New
SEC
321
Seven Eight Capital
New York
$45K +$46K +4,500 New
EWM
322
Elite Wealth Management
Washington
$44K -$87.2K -8,535 -66%
OMCS
323
Old Mutual Customised Solutions
South Africa
$44K -$32.2K -3,150 -42%
PVH
324
Psagot Value Holdings
Israel
$41K -$25.3K -2,475 -38%
HNB
325
Huntington National Bank
Ohio
$30K -$2.6K -255 -8%

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.