We are live on ! Find out more

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
WAM
201
Wolverine Asset Management
Illinois
$1.58M -$1.88M -120,000 -53%
MSE
202
MUFG Securities EMEA
United Kingdom
$1.55M -$1.62M -103,500 -50%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$1.54M +$72.4K +4,635 +5%
DT
204
Diversified Trust
Tennessee
$1.51M +$1.59M +101,820 New
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M +$42K +2,685 +3%
KAS
206
Kemnay Advisory Services
New York
$1.44M +$489K +31,275 +47%
Jane Street
207
Jane Street
New York
$1.42M -$15.7M -1,003,755 -91%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$1.38M +$15.2K +975 +1%
CIA
209
Capital Impact Advisors
Massachusetts
$1.31M
ICM
210
ICC Capital Management
Florida
$1.27M -$41K -2,625 -3%
MCM
211
Mazama Capital Management
Oregon
$1.27M -$39.1K -2,505 -3%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$1.25M +$58.8K +3,765 +5%
WBC
213
Westpac Banking Corp
Australia
$1.23M -$70.3K -4,500 -5%
AIA
214
AGF Investments America
Ontario, Canada
$1.2M -$164K -10,500 -11%
WC
215
Whitnell & Co
Illinois
$1.19M
SIMG
216
Stephens Investment Management Group
Texas
$1.18M +$91.4K +5,850 +8%
FAM
217
Fortaleza Asset Management
Illinois
$1.17M
SCM
218
Stevens Capital Management
Pennsylvania
$1.17M +$1.23M +78,585 New
QC
219
QCM Cayman
Texas
$1.16M -$2.45M -156,705 -67%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$1.14M +$221K +14,130 +22%
UCFA
221
United Capital Financial Advisors
Texas
$1.14M -$515K -32,985 -30%
Stifel Financial
222
Stifel Financial
Missouri
$1.13M -$169K -10,800 -12%
CNB
223
City National Bank
California
$1.12M +$30.2K +1,935 +3%
NLI
224
Nippon Life Insurance
Japan
$1.05M +$69.9K +4,470 +7%
N
225
Natixis
France
$1.05M +$661K +42,270 +147%

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.