Tesla
TSLA
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.
44% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 66
8% more funds holding
Funds holding: 337 → 364 (+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: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$366M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$322M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$216M |
| 4 |
Goldman Sachs
New York
|
+$133M |
| 5 |
ACM
Andor Capital Management
Rye Brook,
New York
|
+$72.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.07B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$257M |
| 3 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
-$200M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$104M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$97.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Victory Capital Management
San Antonio,
Texas
| – | -$6K | -465 | Closed |
|
|
KTC
427
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$2K | -165 | Closed |
|
|
FAM
428
Fortaleza Asset Management
Chicago,
Illinois
| – | -$2K | -150 | Closed |
|
|
PFO
429
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -135 | Closed |
|
|
FHA
430
First Horizon Advisors
Memphis,
Tennessee
| – | +$306 | +30 | New |
|
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.