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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
Twin Tree Management
126
Twin Tree Management
Texas
$3.36M +$3.42M +335,085 New
RFC
127
Russell Frank Company
Washington
$3.34M -$1.27M -124,410 -31%
N
128
Natixis
France
$3.21M +$225K +22,050 +7%
PAM
129
Panagora Asset Management
Massachusetts
$3.2M +$541K +52,980 +20%
GF
130
Gerstein Fisher
New York
$3.18M +$423K +41,415 +233%
ACP
131
Ashfield Capital Partners
California
$3.18M
FMT
132
First Mercantile Trust
Tennessee
$3.06M -$416K -40,725 -12%
RJA
133
Raymond James & Associates
Florida
$3.01M +$552K +54,030 +22%
USAA
134
United Services Automobile Association
Texas
$2.96M +$88.4K +8,655 +3%
Principal Financial Group
135
Principal Financial Group
Iowa
$2.87M -$199K -19,515 -6%
MNA
136
Manning & Napier Advisors
New York
$2.86M -$5.82M -569,400 -67%
LPL Financial
137
LPL Financial
California
$2.8M +$472K +46,185 +20%
Credit Agricole
138
Credit Agricole
France
$2.63M -$7.86M -769,200 -75%
Macquarie Group
139
Macquarie Group
Australia
$2.62M -$3.94M -386,025 -60%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$2.33M -$905K -88,605 -28%
URS
141
Utah Retirement Systems
Utah
$2.24M
MSU
142
Mizuho Securities USA
New York
$2.22M +$665K +65,070 +42%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$2.18M +$223K +21,825 +11%
EAM
144
Eventide Asset Management
Massachusetts
$2.15M +$2.19M +214,500 New
SCA
145
SAC Capital Advisors
Connecticut
$2.15M +$1.96M +191,745 +857%
Canada Life
146
Canada Life
Manitoba, Canada
$2.11M +$2.17M +212,085 New
MWVC
147
Morgens Waterfall Vintiadis & Co
New York
$2.11M +$613K +60,000 +40%
SAM
148
Shell Asset Management
Netherlands
$2.04M +$1.6M +156,285 +333%
Nomura Asset Management
149
Nomura Asset Management
Japan
$2.02M -$216K -21,150 -9%
FCAM
150
F&C Asset Management
United Kingdom
$1.98M -$999K -97,800 -33%

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.