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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
VNA
426
Valley National Advisers
Pennsylvania
$66K +$12.7K +750 +23%
BCM
427
Brookstone Capital Management
Illinois
$65K – – –
RFA
428
Reilly Financial Advisors
California
$63K – – –
KF
429
Krilogy Financial
Missouri
$62K +$63.7K +3,750 New
QCG
430
Quadrant Capital Group
Ohio
$61K +$14.8K +870 +29%
BAM
431
Brave Asset Management
New Jersey
$58K – – –
CK
432
Carnick & Kubik
Colorado
$57.1K +$58.6K +3,450 New
GWS
433
Glassman Wealth Services
Virginia
$56K – – –
DOA
434
D'Orazio & Associates
Virginia
$55K +$52.8K +3,105 +414%
KCPG
435
Kavar Capital Partners Group
Kansas
$54K +$2.55K +150 +5%
TIM
436
Tortoise Investment Management
New York
$52K +$45.1K +2,655 +536%
MA
437
MUFG Americas
New York
$49K -$18.9K -1,110 -27%
PHK
438
Point72 Hong Kong
Hong Kong
$48K -$255K -15,000 -84%
CBOA
439
Commonwealth Bank of Australia
Australia
$47K +$26.8K +1,575 +122%
Bessemer Group
440
Bessemer Group
New Jersey
$46K +$7.65K +450 +20%
CFSG
441
Community Financial Services Group
Vermont
$44K – – –
TWA
442
TCI Wealth Advisors
Arizona
$42K – – –
CCMW
443
Cypress Capital Management (Wyoming)
Wyoming
$41K -$5.1K -300 -11%
WIC
444
Woodmont Investment Counsel
Tennessee
$40K +$15.3K +900 +60%
TDC
445
Thompson Davis & Co
Virginia
$39K -$23.2K -1,365 -36%
IMS
446
Index Management Solutions
Pennsylvania
$39K -$2.8K -165 -7%
MCM
447
Manchester Capital Management
Vermont
$38K – – –
AIM
448
Advantage Investment Management
Iowa
$38K +$4.84K +285 +14%
ASN
449
Advisory Services Network
Georgia
$38K +$30.8K +1,815 +378%
KAS
450
Kemnay Advisory Services
New York
$37K – – –
16 17
18
19 20

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.