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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
NCM
326
Nelson Capital Management
California
$30K
SMU
327
Signet Management USA
Virginia
$30K +$30.6K +3,000 New
MAM
328
Mizuho Asset Management
Japan
$25K
WA
329
WealthTrust-Arizona
Arizona
$23K +$3.83K +375 +19%
CFA
330
Carroll Financial Associates
North Carolina
$22K
CG
331
Colony Group
Massachusetts
$22K +$22.8K +2,235 New
EU
332
Emory University
Georgia
$19K
OC
333
Oakworth Capital
Alabama
$19K +$19.6K +1,920 New
TDC
334
Thompson Davis & Co
Virginia
$17K +$17.2K +1,680 New
WF
335
WealthTrust Fairport
Ohio
$15K -$30.6K -3,000 -67%
WA
336
WFG Advisors
Texas
$15K -$13K -1,275 -46%
AFIA
337
America First Investment Advisors
Nebraska
$15K
BPBT
338
Boston Private Bank & Trust
Massachusetts
$15K
TCM
339
Tradewinds Capital Management
Washington
$15K +$15K +1,470 New
KCPG
340
Kavar Capital Partners Group
Kansas
$12K +$12.3K +1,200 New
CHC
341
City Holding Co
West Virginia
$11K +$10.7K +1,050 New
WA
342
Waverly Advisors
Alabama
$11K +$11.6K +1,140 New
CPA
343
Cowen Prime Advisors
New York
$8K
EWM
344
Edge Wealth Management
New York
$8K
LCM
345
Levitt Capital Management
Florida
$8K
RIA
346
Regal Investment Advisors
Michigan
$8K
TWA
347
TCI Wealth Advisors
Arizona
$8K
First Manhattan
348
First Manhattan
New York
$7K +$7.66K +750 New
CCS
349
Crosspoint Capital Strategies
California
$6K +$3.37K +330 New
VIA
350
Vantage Investment Advisors
Pennsylvania
$6K +$6.13K +600 New

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.