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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
Royal London Asset Management
401
Royal London Asset Management
United Kingdom
$63K +$1.59M +101,565 +31%
RC
402
RegentAtlantic Capital
New Jersey
$62.9K +$66.3K +4,245 New
PSC
403
Prentiss Smith & Co
Vermont
$61K +$64.5K +4,125 New
RCWMU
404
Rothschild & Co Wealth Management (UK)
United Kingdom
$60K +$34.9K +2,235 +124%
AIM
405
Advantage Investment Management
Iowa
$60K +$63.3K +4,050 New
TDC
406
Thompson Davis & Co
Virginia
$56K
LOT
407
Lombard Odier Transatlantic
Quebec, Canada
$56K +$58.6K +3,750 New
GWS
408
Glassman Wealth Services
Virginia
$50K +$52.5K +3,360 New
MUMSS
409
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47K +$23.4K +1,500 +91%
CCMW
410
Cypress Capital Management (Wyoming)
Wyoming
$44.5K +$46.9K +3,000 New
FMLI
411
Fukoku Mutual Life Insurance
Japan
$44K -$820K -52,500 -95%
AA
412
AlphaMark Advisors
Kentucky
$44K +$23.4K +1,500 +100%
TIM
413
Tortoise Investment Management
New York
$44K +$46.9K +3,000 New
RIA
414
Regal Investment Advisors
Michigan
$42K +$3.98K +255 +10%
WA
415
WealthTrust-Arizona
Arizona
$42K +$15.2K +975 +53%
OMCS
416
Old Mutual Customised Solutions
South Africa
$42K +$23.4K +1,500 +111%
FANJ
417
Financial Architects (New Jersey)
New Jersey
$39K -$209K -13,365 -84%
TWA
418
TCI Wealth Advisors
Arizona
$37K +$2.34K +150 +6%
VIA
419
Vantage Investment Advisors
Pennsylvania
$30K -$77.4K -4,950 -71%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$29K +$2.34K +150 +8%
SIA
421
Stancorp Investment Advisers
Oregon
$28K +$30K +1,920 New
NSIM
422
North Star Investment Management
Illinois
$27K
WEC
423
Winslow Evans & Crocker
Massachusetts
$26.5K +$5.63K +360 +25%
Bessemer Group
424
Bessemer Group
New Jersey
$26K -$938K -60,000 -97%
CFA
425
Carroll Financial Associates
North Carolina
$26K

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.