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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
BCA
501
Bray Capital Advisors
Florida
$8K – – –
CFG
502
CKW Financial Group
Hawaii
$8K – – –
FWM
503
Focused Wealth Management
New York
$8K +$1.53K +90 +22%
MCA
504
Mercer Capital Advisers
New Jersey
$7K – – –
AWM
505
AllSquare Wealth Management
New York
$6K – – –
CGT
506
Capital Guardian Trust
California
$6K – – –
DAM
507
Delta Asset Management
Tennessee
$6K – – –
JFA
508
JNBA Financial Advisors
Minnesota
$6K – – –
CAL
509
Capital Advisors Ltd
Ohio
$5K – – –
TCA
510
Tortoise Capital Advisors
Kansas
$5K – – –
CAW
511
Cornerstone Advisors (Washington)
Washington
$5K +$1.53K +90 +40%
MGIA
512
Moneta Group Investment Advisors
Missouri
$5K +$5.1K +300 New
RPG
513
Risk Paradigm Group
Texas
$4.72K +$1.27K +75 +36%
FCCM
514
First City Capital Management
Georgia
$3.73K – – –
JIC
515
Joel Isaacson & Co
New York
$3K – – –
RBC
516
Roble Belko & Company
Pennsylvania
$3K – – –
SHJ
517
Sharkey, Howes & Javer
Colorado
$3K – – –
BCI
518
Brinker Capital Investments
Pennsylvania
$2K +$1.53K +90 +150%
CWM
519
Catamount Wealth Management
Connecticut
$2K +$2.29K +135 New
ANBT
520
American National Bank & Trust
Texas
$2K +$2.55K +150 New
NMIS
521
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.55K +150 New
Manulife (Manufacturers Life Insurance)
522
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07K +$38.2K +2,250 +4%
EMA
523
Efficient Market Advisors
California
$1K – – –
HF
524
Hoxton Financial
West Virginia
$1K – – –
CG
525
Colony Group
Massachusetts
$1K +$510 +30 New
19 20
21
22 23

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.