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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
UFA
476
US Financial Advisors
Massachusetts
$20K – – –
BKA
477
Brick & Kyle Associates
Pennsylvania
$19K – – –
CFN
478
Cordasco Financial Network
Florida
$19K – – –
LOT
479
Lombard Odier Transatlantic
Quebec, Canada
$19K – – –
TFO
480
Tarbox Family Office
California
$19K +$7.14K +420 +56%
MMG
481
Monetary Management Group
Missouri
$19K +$19.1K +1,125 New
CHC
482
City Holding Co
West Virginia
$17K – – –
Twin Tree Management
483
Twin Tree Management
Texas
$16K -$193K -11,370 -92%
PRS
484
Pinkerton Retirement Specialists
Idaho
$16K +$4.84K +285 +43%
VIA
485
Vantage Investment Advisors
Pennsylvania
$15K – – –
BCM
486
Blume Capital Management
California
$15K +$2.55K +150 +20%
ES
487
Equitec Specialists
Illinois
$15K +$15.3K +900 New
BC
488
Bartlett & Co
Ohio
$14K – – –
CAL
489
Capital Analysts LLC
Pennsylvania
$12.4K +$12.7K +750 New
ATC
490
Adirondack Trust Company
New York
$12K – – –
BAM
491
Bruderman Asset Management
New York
$12K – – –
CPA
492
Cowen Prime Advisors
New York
$12K – – –
OC
493
Oakworth Capital
Alabama
$12K – – –
VCM
494
Vigilant Capital Management
Maine
$12K – – –
WAS
495
Winch Advisory Services
Wisconsin
$12K – – –
FIB
496
First Interstate Bank
Montana
$12K +$12.7K +750 New
SNT
497
Security National Trust
West Virginia
$12K +$12.7K +750 New
PMFA
498
Plante Moran Financial Advisors
Michigan
$11K +$11.5K +675 New
AP
499
Atwood & Palmer
Missouri
$10K – – –
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$765 +45 +9%
18 19
20
21 22

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.