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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
14.72%
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
WA
401
Winfield Associates
Ohio
$168K +$25.5K +1,500 +17%
SEC
402
Seven Eight Capital
New York
$165K +$169K +9,960 New
AII
403
AGF Investments Inc
Ontario, Canada
$150K – – –
First Manhattan
404
First Manhattan
New York
$146K – – –
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K – – –
BFEC
406
Benjamin F. Edwards & Company
Missouri
$140K +$16.3K +960 +13%
GAM
407
Gemmer Asset Management
California
$138K +$25.5K +1,500 +22%
FMP
408
Financial Management Professionals
Texas
$133K – – –
EWM
409
Edge Wealth Management
New York
$128K – – –
SFU
410
Stonehage Fleming (UK)
United Kingdom
$124K – – –
FMLI
411
Fukoku Mutual Life Insurance
Japan
$124K +$76.5K +4,500 +150%
PG
412
Patten Group
Tennessee
$120K +$2.55K +150 +2%
WT
413
Whittier Trust
California
$111K – – –
TCOV
414
Trust Company of Vermont
Vermont
$110K – – –
EDRE
415
Edmond de Rothschild (Europe)
Luxembourg
$109K +$31.9K +1,875 +40%
LOCC
416
Lombard Odier & Cie (Canada)
Quebec, Canada
$106K +$80.3K +4,725 +286%
AAM
417
Advisors Asset Management
Colorado
$105K +$33.4K +1,965 +45%
KCM
418
Karp Capital Management
California
$88K +$38.2K +2,250 +73%
NCM
419
Nelson Capital Management
California
$86K +$510 +30 +0.6%
PSC
420
Prentiss Smith & Co
Vermont
$86K +$17.8K +1,050 +25%
HNB
421
Huntington National Bank
Ohio
$77K -$51K -3,000 -39%
AA
422
AlphaMark Advisors
Kentucky
$75K – – –
RIA
423
Regal Investment Advisors
Michigan
$75K +$77.2K +4,545 New
MSE
424
MUFG Securities EMEA
United Kingdom
$74K +$75.4K +4,440 New
FAM
425
Formidable Asset Management
Ohio
$69K – – –
15 16
17
18 19

TSLA Hedge Fund Activity: Q3 2015 in Review

527 of the 3,581 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.