Tesla
TSLA
467 hedge funds and large institutions have $16.8B invested in Tesla in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 125 reducing their positions, and 42 closing their positions.
83% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 42
47% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 125
7% more funds holding
Funds holding: 435 → 467 (+32)
2% more capital invested
Capital invested by funds: $16.5B → $16.8B (+$306M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
34% less call options, than puts
Call options by funds: $3.38B | Put options by funds: $5.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$310M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$184M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$136M |
| 4 |
BAMCO Inc
New York
|
+$48.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$196M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$149M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$102M |
| 4 |
BM
Bridger Management
New York
|
-$91.2M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$65.4M |
TSLA Hedge Fund Activity: Q3 2014 in Review
467 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2014, worth a combined $16.8B — up 1.9% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new TSLA positions and 42 closed out — a net gain of 35 holders — while 184 added to existing stakes and 125 trimmed.
The largest buyer was Marsico Capital Management, opening a new position worth an estimated $310M. The largest seller was Fidelity Investments, cutting an estimated $196M.
- 467 institutional investors held Tesla (TSLA) as of Q3 2014, up from 435 in Q2 2014.
- Funds reported $16.8B of Tesla stock for Q3 2014, up 1.9% quarter-over-quarter.
- 77 funds opened new Tesla positions in Q3 2014 and 42 closed out, a net change of +35 holders.
- The largest Tesla buyer in Q3 2014 was Marsico Capital Management, an estimated $310M added.
- The largest Tesla seller in Q3 2014 was Fidelity Investments, an estimated $196M sold.
Based on aggregated 13F filings for Q3 2014.