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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
BRWM
426
B. Riley Wealth Management
Tennessee
$24K -$534K -34,185 -95%
LOCC
427
Lombard Odier & Cie (Canada)
Quebec, Canada
$24K -$32.8K -2,100 -56%
KCM
428
Karp Capital Management
California
$24K +$24.8K +1,590 New
HI
429
Hudock Inc
Pennsylvania
$22K -$34.7K -2,220 -60%
QI
430
Qualcomm Inc
California
$22K
SMG
431
Spectrum Management Group
Indiana
$22K
VCM
432
Vigilant Capital Management
Maine
$22K
WF
433
WealthTrust Fairport
Ohio
$22K
TFA
434
Transamerica Financial Advisors
Florida
$22K +$10.5K +675 +90%
LNB
435
Ledyard National Bank
$22K +$23.4K +1,500 New
TCM
436
Tradewinds Capital Management
Washington
$21K +$938 +60 +4%
KT
437
Kanaly Trust
Texas
$19K +$703 +45 +4%
MCM
438
Manchester Capital Management
Vermont
$18K -$7.03K -450 -27%
KPCM
439
Kings Point Capital Management
New York
$18K +$19.5K +1,245 New
CFN
440
Cordasco Financial Network
Florida
$17K
PSUF
441
People's United Financial
Connecticut
$17K
WA
442
Winfield Associates
Ohio
$17K
BKA
443
Brick & Kyle Associates
Pennsylvania
$17K +$17.6K +1,125 New
CBOA
444
Commonwealth Bank of Australia
Australia
$16K -$398K -25,500 -96%
CHC
445
City Holding Co
West Virginia
$16K
JWA
446
JFS Wealth Advisors
Pennsylvania
$13K
TFO
447
Tarbox Family Office
California
$12K +$703 +45 +6%
BC
448
Bartlett & Co
Ohio
$12K +$10.5K +675 +450%
CPA
449
Cowen Prime Advisors
New York
$11K
FAM
450
Formidable Asset Management
Ohio
$11K

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.