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364 hedge funds and large institutions have $11.4B invested in Tesla in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 66

8% more funds holding

Funds holding: 337364 (+27)

3% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 115

21% less capital invested

Capital invested by funds: $14.4B → $11.4B (-$3.04B)

23% less call options, than puts

Call options by funds: $2.22B | Put options by funds: $2.9B

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
364
Holders Change
+27
Holders Change %
+8.01%
% of All Funds
10.57%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.29%
New
95
Increased
118
Reduced
115
Closed
66
Calls
$2.22B
Puts
$2.9B
Net Calls
-$680M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Patten & Patten
Tennessee
-$354K -27,495 Closed
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
-$316K -24,525 Closed
CAN
403
Cetera Advisor Networks
California
-$295K -22,950 Closed
BAS
404
Brown Advisory Securities
Maryland
-$290K -22,515 Closed
BMC
405
Benin Management Corp
Connecticut
-$271K -21,000 Closed
Teacher Retirement System of Texas
406
Teacher Retirement System of Texas
Texas
-$262K -20,340 Closed
PG
407
Portola Group
California
-$251K -19,440 Closed
TAM
408
Trillium Asset Management
Massachusetts
-$246K -19,050 Closed
TH
409
Timber Hill
Connecticut
-$184K -18,030 Closed
WP
410
WMS Partners
Maryland
-$224K -17,400 Closed
OI
411
Oakbrook Investments
Illinois
-$224K -17,370 Closed
SCA
412
STALEY CAPITAL ADVISERS
Pennsylvania
-$222K -17,250 Closed
BP
413
Ballentine Partners
Massachusetts
-$217K -16,830 Closed
BUB
414
BBVA USA Bancshares
Texas
-$213K -16,500 Closed
SI
415
SII Investments
Wisconsin
-$212K -16,500 Closed
ST
416
Smithfield Trust
Pennsylvania
-$188K -14,550 Closed
FMLI
417
Fukoku Mutual Life Insurance
Japan
-$108K -8,400 Closed
PSI
418
Pinnacle Summer Investments
Virginia
-$107K -8,250 Closed
TF
419
Trutina Financial
Washington
-$48K -3,750 Closed
ARMC
420
American Research & Management Company
Massachusetts
-$39K -3,000 Closed
JG
421
Jefferies Group
New York
-$29.9K -2,925 Closed
FANJ
422
Financial Architects (New Jersey)
New Jersey
-$32K -2,475 Closed
AF
423
Arrow Financial
New York
-$29K -2,250 Closed
FBT
424
Founders Bank & Trust
Michigan
-$19K -1,500 Closed
MCM
425
Mazama Capital Management
Oregon
-$9K -660 Closed

TSLA Hedge Fund Activity: Q4 2013 in Review

364 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2013, worth a combined $11.4B — down 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new TSLA positions and 66 closed out — a net gain of 29 holders — while 118 added to existing stakes and 115 trimmed.

The largest buyer was Jennison Associates, adding an estimated $366M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.07B.

  • 364 institutional investors held Tesla (TSLA) as of Q4 2013, up from 337 in Q3 2013.
  • Funds reported $11.4B of Tesla stock for Q4 2013, down 21% quarter-over-quarter.
  • 95 funds opened new Tesla positions in Q4 2013 and 66 closed out, a net change of +29 holders.
  • The largest Tesla buyer in Q4 2013 was Jennison Associates, an estimated $366M added.
  • The largest Tesla seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2013.