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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$896K +$230K +22,545 +34%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$865K
QI
203
Qualcomm Inc
California
$842K -$138K -13,500 -14%
SKK
204
Shepherd Kaplan Krochuk
Massachusetts
$827K +$843K +82,500 New
Federated Hermes
205
Federated Hermes
Pennsylvania
$826K +$598K +58,545 +246%
DY
206
Dowling & Yahnke
California
$808K +$10.7K +1,050 +1%
Prudential Financial
207
Prudential Financial
New Jersey
$788K -$349K -34,200 -30%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$771K +$786K +76,950 New
BIA
209
Biondo Investment Advisors
Pennsylvania
$752K -$433K -42,375 -36%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$752K +$766K +75,000 New
KBC Group
211
KBC Group
Belgium
$745K +$173K +16,965 +30%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$722K -$149K -14,565 -17%
NA
213
Navellier & Associates
Nevada
$657K +$670K +65,580 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$644K -$15K -1,470 -2%
PAM
215
Private Asset Management
California
$642K +$654K +64,050 New
KIG
216
Kessler Investment Group
Indiana
$633K +$644K +63,105 New
BIM
217
Bridges Investment Management
Nebraska
$632K -$276K -27,000 -30%
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$632K +$643K +63,000 New
QT
219
Quantbot Technologies
New York
$631K +$644K +63,015 New
STC
220
SEI Trust Company
Pennsylvania
$623K -$58.2K -5,700 -8%
WAM
221
World Asset Management
Michigan
$622K -$311K -30,480 -33%
CAM
222
Capstone Asset Management
Texas
$615K -$737K -72,165 -54%
RCM
223
Reynolds Capital Management
Nevada
$609K -$7.66K -750 -1%
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$587K +$11.8K +1,155 +2%
EMG
225
Ellington Management Group
Connecticut
$557K +$567K +55,500 New

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.