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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
BL
51
Bolton LP
Connecticut
$30.2M +$30.7M +3,009,300 New
SG Americas Securities
52
SG Americas Securities
New York
$28.9M +$1.59M +155,535 +6%
UBS AM
53
UBS AM
Illinois
$27.9M +$7.29M +713,640 +35%
TA
54
Teachers Advisors
New York
$27.3M +$17.1M +1,677,360 +160%
CCM
55
Cupps Capital Management
Illinois
$26.7M -$3.75M -367,095 -12%
PFU
56
Parus Finance (UK)
United Kingdom
$26.3M +$11.4M +1,112,820 +74%
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$25.5M +$15.1M +1,482,060 +140%
CA
58
Commerzbank Aktiengesellschaft
Germany
$24.5M +$9.12M +892,950 +79%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$24M -$216K -21,105 -0.9%
Wells Fargo
60
Wells Fargo
California
$23.6M +$4.56M +446,505 +23%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$22.8M +$153K +15,000 +0.7%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$21.9M -$1.74M -170,265 -7%
MWR
63
McAdams Wright Ragen
Washington
$20.4M -$956K -93,630 -4%
CGM
64
Capital Growth Management
Massachusetts
$19.6M -$6.13M -600,000 -24%
ACI
65
AMP Capital Investors
Australia
$17.5M +$4.4M +430,500 +33%
BlackRock
66
BlackRock
New York
$16.6M +$11.6M +1,133,835 +219%
Citigroup
67
Citigroup
New York
$14.9M -$365K -35,775 -2%
CC
68
Curian Capital
Colorado
$14.9M +$8.85M +866,460 +141%
BJ
69
BlackRock Japan
Japan
$14.9M +$239K +23,400 +2%
Swiss National Bank
70
Swiss National Bank
Switzerland
$13.6M +$107K +10,500 +0.8%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$13.4M +$2.72M +266,055 +25%
Barclays
72
Barclays
United Kingdom
$13M -$3.4M -333,120 -20%
Nomura Holdings
73
Nomura Holdings
Japan
$12.1M -$2.23M -218,400 -15%
AQR Capital Management
74
AQR Capital Management
Connecticut
$11.2M +$5.83M +571,290 +105%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$10.9M -$1.29M -126,555 -10%

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.