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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
W
376
Wealthfront
California
$182K +$158K +10,140 +469%
BP
377
Ballentine Partners
Massachusetts
$172K -$651K -41,670 -78%
LIA
378
LS Investment Advisors
Michigan
$165K
PSI
379
Pinnacle Summer Investments
Virginia
$163K +$186K +11,925 New
GAM
380
Gemmer Asset Management
California
$135K +$77.4K +4,950 +119%
First Manhattan
381
First Manhattan
New York
$131K +$1.17K +75 +0.9%
FWIA
382
Fort Washington Investment Advisors
Ohio
$128K +$135K +8,625 New
TRCT
383
Tower Research Capital (TRC)
New York
$127K -$675K -43,185 -83%
BPBT
384
Boston Private Bank & Trust
Massachusetts
$123K +$70.3K +4,500 +118%
FMP
385
Financial Management Professionals
Texas
$119K
EWM
386
Edge Wealth Management
New York
$117K
BFEC
387
Benjamin F. Edwards & Company
Missouri
$117K +$5.86K +375 +5%
SFU
388
Stonehage Fleming (UK)
United Kingdom
$111K
HNB
389
Huntington National Bank
Ohio
$111K +$117K +7,500 New
MA
390
MUFG Americas
New York
$110K -$43.4K -2,775 -27%
PAM
391
PT Asset Management
Illinois
$100K +$105K +6,750 New
MAM
392
Mizuho Asset Management
Japan
$90K +$35.9K +2,295 +61%
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$89K -$328K -21,000 -78%
TCOV
394
Trust Company of Vermont
Vermont
$87K
NCM
395
Nelson Capital Management
California
$86K
OIA
396
Optimum Investment Advisors
Illinois
$82K +$93.5K +5,985 +266%
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K -$3.52K -225 -4%
EWM
398
Evercore Wealth Management
New York
$72K -$240K -15,375 -76%
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
$71K -$1.64K -105 -2%
SGC
400
South Georgia Capital
Illinois
$67K +$70.3K +4,500 New

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.