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Tesla
TSLA

Overview Fund Activity

576 hedge funds and large institutions have $21.2B invested in Tesla in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 161 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+17
Holders Change %
+3.04%
% of All Funds
15.37%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
81
Increased
220
Reduced
161
Closed
56
Calls
$3.23B
Puts
$4.48B
Net Calls
-$1.25B
Net Calls Change
+$379M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$988M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$701M
3
Goldman Sachs
Goldman Sachs
New York
+$384M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$73.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$296M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$212M
3
Capital World Investors
Capital World Investors
California
-$207M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
501
Oregon Public Employees Retirement Fund
Oregon
$23K -$69K -4,500 -75%
MUS
502
Mitsubishi UFJ Securities
Japan
$23K -$2.3K -150 -9%
MWP
503
MYCIO Wealth Partners
Pennsylvania
$23K – – –
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
AOWM
505
Alpha Omega Wealth Management
Virginia
$23K – – –
WIC
506
Woodmont Investment Counsel
Tennessee
$23K – – –
LNB
507
Ledyard National Bank
$23K – – –
RFS
508
Rockefeller Financial Services
New York
$23K – – –
PVH
509
Psagot Value Holdings
Israel
$22K +$16.9K +1,095 +332%
Royal London Asset Management
510
Royal London Asset Management
United Kingdom
$22K +$21.9K +76,724,580 +15,418%
RFWA
511
RPg Family Wealth Advisory
Massachusetts
$21.1K +$21.1K +1,380 New
AWM
512
Avior Wealth Management
Nebraska
$21K – – –
BWA
513
Burt Wealth Advisors
Maryland
$21K – – –
WA
514
WealthTrust-Arizona
Arizona
$21K +$2.31K +150 +12%
NCM
515
Nelson Capital Management
California
$21K +$21K +1,395 New
FAM
516
Formidable Asset Management
Ohio
$20K -$50K -3,000 -71%
LWA
517
Lowe Wealth Advisors
Maryland
$20K – – –
BC
518
Bartlett & Co
Ohio
$20K – – –
CWM
519
Catamount Wealth Management
Connecticut
$20K +$18K +1,200 +889%
GBBWRPM
520
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
AssetMark Inc
521
AssetMark Inc
California
$17K -$8.03K -510 -32%
MMG
522
Monetary Management Group
Missouri
$17K – – –
LOT
523
Lombard Odier Transatlantic
Quebec, Canada
$17K – – –
CFN
524
Cordasco Financial Network
Florida
$17K – – –
TFO
525
Tarbox Family Office
California
$17K – – –
19 20
21
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