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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
SMG
451
Spectrum Management Group
Indiana
$35K – – –
NSIM
452
North Star Investment Management
Illinois
$34K +$3.06K +180 +10%
WA
453
WealthTrust-Arizona
Arizona
$33K -$3.57K -210 -10%
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
TCM
455
Tradewinds Capital Management
Washington
$32K +$1.27K +75 +4%
PSI
456
Pinnacle Summer Investments
Virginia
$32K +$29.3K +1,725 +1,045%
CFA
457
Carroll Financial Associates
North Carolina
$31K +$7.65K +450 +25%
ARMC
458
American Research & Management Company
Massachusetts
$30K – – –
WEC
459
Winslow Evans & Crocker
Massachusetts
$29.6K – – –
TF
460
Tompkins Financial
New York
$29K +$29.6K +1,740 New
MUS
461
Mitsubishi UFJ Securities
Japan
$27K – – –
SIM
462
Sonora Investment Management
Arizona
$27K +$28.5K +1,680 New
BL
463
Balentine LLC
Georgia
$25K – – –
LNB
464
Ledyard National Bank
$25K – – –
LS
465
Lupo Securities
Illinois
$25K – – –
OPERF
466
Oregon Public Employees Retirement Fund
Oregon
$25K – – –
MWP
467
MYCIO Wealth Partners
Pennsylvania
$25K +$21.4K +1,260 +525%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$25K +$25.5K +1,500 New
RFS
469
Rockefeller Financial Services
New York
$25K +$25.5K +1,500 New
WRM
470
Westport Resources Management
Connecticut
$25K +$25.5K +1,500 New
KT
471
Kanaly Trust
Texas
$24K -$1.02K -60 -4%
TFA
472
Transamerica Financial Advisors
Florida
$24K – – –
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$5.1K +300 +27%
LWA
474
Lowe Wealth Advisors
Maryland
$22K – – –
BWA
475
Burt Wealth Advisors
Maryland
$22K +$10.2K +600 +80%
17 18
19
20 21

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.