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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
MAM
376
Mizuho Asset Management
Japan
$244K +$41.5K +2,445 +20%
AQR Capital Management
377
AQR Capital Management
Connecticut
$242K -$674K -39,675 -73%
ATIA
378
American Trust Investment Advisors
New Hampshire
$242K – – –
MYAM
379
Meiji Yasuda Asset Management
Japan
$242K +$17.8K +1,050 +8%
WA
380
Wealth Architects
California
$228K – – –
AWE
381
Avidian Wealth Enterprises
Texas
$226K – – –
LC
382
Lourd Capital
California
$225K +$17.1K +1,005 +8%
PP
383
Patten & Patten
Tennessee
$224K +$229K +13,500 New
Mariner
384
Mariner
Kansas
$222K +$228K +13,425 New
AT
385
Arden Trust
Delaware
$222K +$228K +13,440 New
NIM
386
Northeast Investment Management
Massachusetts
$219K – – –
AIM
387
Ada Investment Management
New York
$219K +$225K +13,230 New
CB
388
Commerce Bank
Missouri
$218K +$2.55K +150 +1%
EFS
389
Essex Financial Services
Connecticut
$214K +$220K +12,945 New
NP
390
NorthRock Partners
Minnesota
$212K +$765 +45 +0.4%
Envestnet Asset Management
391
Envestnet Asset Management
Illinois
$211K -$17.8K -1,050 -8%
WPC
392
Waters Parkerson & Co
Louisiana
$211K +$217K +12,750 New
CCA
393
Checchi Capital Advisers
California
$210K +$6.12K +360 +3%
LOAMS
394
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K -$27.8K -1,635 -12%
AF
395
Allworth Financial
California
$206K +$4.08K +240 +2%
BF
396
BOK Financial
Oklahoma
$205K +$211K +12,390 New
HA
397
Hamel Associates
New Jersey
$202K +$208K +12,225 New
Axa
398
Axa
France
$199K +$76.5K +4,500 +60%
LIA
399
LS Investment Advisors
Michigan
$185K – – –
HA
400
Harfst & Associates
Wyoming
$172K +$93.8K +5,520 +113%
14 15
16
17 18

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.