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486 hedge funds and large institutions have $17.7B invested in Tesla in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 136

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 467486 (+19)

5% more capital invested

Capital invested by funds: $16.8B → $17.7B (+$833M)

36% less call options, than puts

Call options by funds: $3.44B | Put options by funds: $5.38B

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
12.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
90
Increased
194
Reduced
136
Closed
65
Calls
$3.44B
Puts
$5.38B
Net Calls
-$1.94B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
326
Davenport & Co
Virginia
$322K +$339K +21,690 New
Federated Hermes
327
Federated Hermes
Pennsylvania
$319K -$188K -12,015 -36%
IAS
328
IMA Advisory Services
Colorado
$303K +$469 +30 +0.1%
LS
329
Lupo Securities
Illinois
$302K +$318K +20,355 New
KWILP
330
Kiwi Wealth Investments Limited Partnership
New Zealand
$301K
DY
331
Dowling & Yahnke
California
$301K +$55.1K +3,525 +21%
SIG
332
Stanford Investment Group
California
$301K +$318K +20,325 New
SCG
333
Sonata Capital Group
Washington
$300K +$316K +20,250 New
IIA
334
IPG Investment Advisors
California
$299K +$93.8K +6,000 +42%
CC
335
Callan Capital
California
$299K -$469 -30 -0.1%
CIC
336
Carnegie Investment Counsel
Ohio
$294K +$23.4K +1,500 +8%
GH
337
GAM Holding
Switzerland
$289K
SB
338
Suntrust Banks
Georgia
$285K +$88.8K +5,685 +42%
SPC
339
Sigma Planning Corp
Michigan
$285K +$300K +19,200 New
CC
340
Cannell & Co
New York
$282K +$298K +19,050 New
SWP
341
Stratos Wealth Partners
Ohio
$277K -$40.6K -2,595 -12%
ACM
342
Aviance Capital Management
Florida
$277K +$12.7K +810 +5%
WP
343
WMS Partners
Maryland
$274K
SFM
344
Signet Financial Management
New Jersey
$274K +$289K +18,480 New
EAM
345
Evanson Asset Management
California
$273K -$3.52K -225 -1%
BUB
346
BBVA USA Bancshares
Texas
$267K
SGH
347
Schonfeld Group Holdings
New York
$267K +$281K +18,000 New
BWP
348
Baldwin Wealth Partners
Massachusetts
$264K +$46.9K +3,000 +20%
CHP
349
Cable Hill Partners
Oregon
$262K +$277K +17,700 New
WSTAM
350
Wilbanks Smith & Thomas Asset Management
Virginia
$257K +$35.2K +2,250 +15%

TSLA Hedge Fund Activity: Q4 2014 in Review

486 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2014, worth a combined $17.7B — up 5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TSLA positions and 65 closed out — a net gain of 25 holders — while 194 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $525M. The largest seller was Susquehanna International Group, cutting an estimated $198M.

  • 486 institutional investors held Tesla (TSLA) as of Q4 2014, up from 467 in Q3 2014.
  • Funds reported $17.7B of Tesla stock for Q4 2014, up 5% quarter-over-quarter.
  • 90 funds opened new Tesla positions in Q4 2014 and 65 closed out, a net change of +25 holders.
  • The largest Tesla buyer in Q4 2014 was T. Rowe Price Associates, an estimated $525M added.
  • The largest Tesla seller in Q4 2014 was Susquehanna International Group, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2014.