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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
SF
326
Synovus Financial
Georgia
$388K +$41.3K +2,430 +12%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$385K +$167K +9,840 +73%
PAM
328
Panagora Asset Management
Massachusetts
$377K +$67.5K +3,975 +21%
RBC
329
Ronald Blue & Co
Georgia
$376K +$143K +8,445 +59%
SPM
330
Symmetry Peak Management
Pennsylvania
$373K -$1.53M -90,000 -80%
IC
331
Iconiq Capital
California
$373K – – –
OMCS
332
Old Mutual Customised Solutions
South Africa
$370K +$76.5K +4,500 +25%
PSUF
333
People's United Financial
Connecticut
$369K +$90.5K +5,325 +31%
RFC
334
Regions Financial Corp
Alabama
$364K -$10.2K -600 -3%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$362K -$561K -33,045 -60%
WS
336
Wedbush Securities
California
$361K +$107K +6,270 +40%
EAM
337
Evanson Asset Management
California
$354K – – –
NG
338
NatWest Group
United Kingdom
$350K +$360K +21,165 New
EWM
339
Evercore Wealth Management
New York
$347K +$63.7K +3,750 +22%
SCG
340
Sonata Capital Group
Washington
$337K – – –
SIG
341
Stanford Investment Group
California
$337K – – –
CC
342
Callan Capital
California
$335K +$5.1K +300 +2%
DSAM
343
Dock Street Asset Management
Florida
$335K +$344K +20,250 New
DC
344
Davenport & Co
Virginia
$331K -$24.2K -1,425 -7%
GC
345
Grimes & Company
Massachusetts
$324K +$89.2K +5,250 +37%
GC
346
Garde Capital
Washington
$324K +$96.8K +5,700 +41%
RCM
347
Rotella Capital Management
Washington
$323K +$331K +19,500 New
NFG
348
Next Financial Group
Texas
$322K -$154K -9,075 -32%
WP
349
WMS Partners
Maryland
$307K -$12.7K -750 -4%
CONA
350
Capital One National Association
New York
$303K -$48.7K -2,865 -14%
12 13
14
15 16

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.