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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.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 66

8% more funds holding

Funds holding: 337364 (+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: 1410 (-4)

Holders
364
Holders Change
+27
Holders Change %
+8.01%
% of All Funds
10.57%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.29%
New
95
Increased
118
Reduced
115
Closed
66
Calls
$2.22B
Puts
$2.9B
Net Calls
-$680M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
BlackRock Fund Advisors
California
$89.8M +$3.88M +379,875 +4%
Northern Trust
27
Northern Trust
Illinois
$89.2M +$4.99M +488,370 +6%
TCIM
28
TIAA CREF Investment Management
New York
$84.3M +$33.9M +3,315,510 +65%
Deutsche Bank
29
Deutsche Bank
Germany
$80.8M +$47.3M +4,635,330 +135%
Norges Bank
30
Norges Bank
Norway
$78.7M -$10.1M -993,225 -11%
JHIU
31
Janus Henderson Investors US
Colorado
$75.7M +$49M +4,795,500 +174%
BRC
32
Blue Ridge Capital
New York
$75.2M
PI
33
Putnam Investments
Massachusetts
$66.3M +$35.9M +3,512,820 +113%
MAA
34
Managed Account Advisors
New Jersey
$66.1M +$25.4M +2,482,320 +60%
O
35
OppenheimerFunds
New York
$60.2M +$30.6M +3,000,000 +100%
HCM
36
Highfields Capital Management
Massachusetts
$60.2M +$61.3M +6,000,000 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$59.8M +$6.14M +601,155 +11%
SOMRS
38
State of Michigan Retirement System
Michigan
$59.2M +$50.1M +4,905,000 +492%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$52.8M -$4.67M -457,275 -8%
TCM
40
Tiger Consumer Management
New York
$51.9M +$52.9M +5,178,030 New
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$51.1M +$52.3M +5,124,720 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$47.7M -$5.45M -534,075 -10%
BM
43
Bridger Management
New York
$45.1M
BG
44
BlackRock Group
United Kingdom
$42.7M -$9.31M -912,015 -18%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$35.5M +$9.72M +951,375 +38%
T
46
TOBAM
France
$32.9M +$33.5M +3,278,535 New
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$32.1M -$1.14M -112,020 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$31.9M +$3.54M +346,695 +12%
U
49
UBS
Switzerland
$31M +$16M +1,565,220 +103%
CS
50
Credit Suisse
Switzerland
$31M +$5.52M +540,225 +21%

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.