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486 hedge funds and large institutions have $17.7B invested in Tesla in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 136

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 467486 (+19)

5% more capital invested

Capital invested by funds: $16.8B → $17.7B (+$833M)

36% less call options, than puts

Call options by funds: $3.44B | Put options by funds: $5.38B

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
12.96%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
90
Increased
194
Reduced
136
Closed
65
Calls
$3.44B
Puts
$5.38B
Net Calls
-$1.94B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$3.81M +$789K +50,490 +24%
CCMH
152
Cornerstone Capital Management Holdings
New York
$3.72M -$115K -7,380 -3%
AIG
153
American International Group
New York
$3.71M +$413K +26,400 +12%
HighTower Advisors
154
HighTower Advisors
Illinois
$3.68M -$89.5K -5,730 -2%
URS
155
Utah Retirement Systems
Utah
$3.67M
CCM
156
Cadence Capital Management
Massachusetts
$3.67M +$1.75M +111,705 +82%
AQR Capital Management
157
AQR Capital Management
Connecticut
$3.61M -$841K -53,835 -18%
SC
158
Scotia Capital
Ontario, Canada
$3.48M +$2.97M +190,365 +424%
AG
159
Aperio Group
California
$3.2M +$138K +8,835 +4%
CPS
160
Counsel Portfolio Services
Ontario, Canada
$3.1M
Nordea Investment Management
161
Nordea Investment Management
Sweden
$3.07M +$568K +36,360 +21%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$2.91M +$580K +37,125 +23%
FMT
163
First Mercantile Trust
Tennessee
$2.83M -$187K -11,940 -6%
SAM
164
Shell Asset Management
Netherlands
$2.8M -$458K -29,325 -13%
Nomura Holdings
165
Nomura Holdings
Japan
$2.73M -$5.72M -366,090 -66%
PC
166
Passport Capital
California
$2.67M +$2.81M +180,000 New
SCM
167
Shelton Capital Management
Colorado
$2.63M +$143K +9,180 +5%
DILH
168
Dai-ichi Life Holdings
Japan
$2.59M -$41K -2,625 -1%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$2.55M -$393K -25,125 -13%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$2.54M +$4.22K +270 +0.2%
JIP
171
Jaffetilchin Investment Partners
Florida
$2.51M +$2.65M +169,440 New
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$2.46M +$745K +47,700 +41%
EAM
173
EULAV Asset Management
Florida
$2.45M +$2.58M +165,000 New
TI
174
Turner Investments
Pennsylvania
$2.44M +$763K +48,795 +42%
QOP
175
Quinn Opportunity Partners
Virginia
$2.44M +$2.57M +164,250 New

TSLA Hedge Fund Activity: Q4 2014 in Review

486 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2014, worth a combined $17.7B — up 5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TSLA positions and 65 closed out — a net gain of 25 holders — while 194 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $525M. The largest seller was Susquehanna International Group, cutting an estimated $198M.

  • 486 institutional investors held Tesla (TSLA) as of Q4 2014, up from 467 in Q3 2014.
  • Funds reported $17.7B of Tesla stock for Q4 2014, up 5% quarter-over-quarter.
  • 90 funds opened new Tesla positions in Q4 2014 and 65 closed out, a net change of +25 holders.
  • The largest Tesla buyer in Q4 2014 was T. Rowe Price Associates, an estimated $525M added.
  • The largest Tesla seller in Q4 2014 was Susquehanna International Group, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2014.