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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
OC
451
Oakworth Capital
Alabama
$11K
EFSCE
452
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.88K +120 +20%
RMAM
453
Raab & Moskowitz Asset Management
New Jersey
$11K +$11.5K +735 New
HIM
454
Hutchens Investment Management
New Hampshire
$11K +$11.7K +750 New
LWA
455
Lowe Wealth Advisors
Maryland
$11K +$11.7K +750 New
MFS
456
McNamara Financial Services
Massachusetts
$11K +$11.7K +750 New
PFG
457
Piershale Financial Group
Illinois
$10K +$234 +15 +2%
PRS
458
Pinkerton Retirement Specialists
Idaho
$10K +$10.3K +660 New
ASN
459
Advisory Services Network
Georgia
$10K +$12.4K +795 New
AP
460
Atwood & Palmer
Missouri
$9K
VNA
461
Valley National Advisers
Pennsylvania
$8K +$12.9K +825 New
CFG
462
CKW Financial Group
Hawaii
$7K
PFSC
463
Peoples Financial Services Corp
Pennsylvania
$7K
MCA
464
Mercer Capital Advisers
New Jersey
$7K +$7.03K +450 New
CGT
465
Capital Guardian Trust
California
$6K
FWM
466
Focused Wealth Management
New York
$6K +$469 +30 +8%
DAM
467
Delta Asset Management
Tennessee
$6K +$3.52K +225 +150%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5.39K +345 New
JFA
469
JNBA Financial Advisors
Minnesota
$5K +$5.63K +360 New
MWP
470
MYCIO Wealth Partners
Pennsylvania
$4K
PMFA
471
Plante Moran Financial Advisors
Michigan
$4K
TCA
472
Tortoise Capital Advisors
Kansas
$4K +$4.45K +285 New
BRWA
473
B. Riley Wealth Advisors
Florida
$3.43K +$622K +39,825 +503%
FCCM
474
First City Capital Management
Georgia
$3.34K
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$3K

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.