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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
PAM
551
Private Asset Management
California
– -$405K -22,650 Closed
LCS
552
Levin Capital Strategies
New York
– -$365K -20,400 Closed
IAS
553
IMA Advisory Services
Colorado
– -$298K -16,680 Closed
CCM
554
Covington Capital Management
California
– -$298K -16,665 Closed
WSCM
555
Wellington Shields Capital Management
New York
– -$282K -15,750 Closed
BO
556
BRR OpCo
Ohio
– -$279K -15,600 Closed
TRCT
557
Tower Research Capital (TRC)
New York
– -$276K -15,435 Closed
LPC
558
Loeb Partners Corp
New York
– -$268K -15,000 Closed
NL
559
NWAM LLC
Washington
– -$386K -15,000 Closed
BTS
560
BB&T Securities
Virginia
– -$248K -13,920 Closed
FFA
561
First Foundation Advisors
California
– -$235K -13,140 Closed
HCM
562
Hollencrest Capital Management
California
– -$230K -12,870 Closed
DWM
563
Destination Wealth Management
California
– -$229K -12,795 Closed
DSN
564
D. Scott Neal
Kentucky
– -$207K -11,550 Closed
BP
565
Ballentine Partners
Massachusetts
– -$204K -11,430 Closed
LSA
566
L & S Advisors
California
– -$201K -11,250 Closed
SCA
567
Strategic Capital Alternatives
United States
– -$171K -9,630 Closed
SSG
568
Summit Securities Group
New York
– -$126K -7,050 Closed
SGC
569
South Georgia Capital
Illinois
– -$89K -4,950 Closed
CFA
570
Camarda Financial Advisors
Florida
– -$77K -4,305 Closed
RCWMU
571
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$72K -4,035 Closed
FANJ
572
Financial Architects (New Jersey)
New Jersey
– -$47K -2,610 Closed
BCM
573
Barometer Capital Management
Ontario, Canada
– -$35K -1,950 Closed
HI
574
Hudock Inc
Pennsylvania
– -$26K -1,500 Closed
BRWM
575
B. Riley Wealth Management
Tennessee
– -$18K -1,050 Closed
20 21 22
23
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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.