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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.75B -$8.42M -824,655 -0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$666M -$257M -25,178,925 -27%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$639M -$11.4M -1,112,325 -2%
Morgan Stanley
4
Morgan Stanley
New York
$580M -$2.75M -268,845 -0.5%
Ameriprise
5
Ameriprise
Minnesota
$548M +$322M +31,487,130 +136%
Vanguard Group
6
Vanguard Group
Pennsylvania
$533M +$24.6M +2,413,395 +5%
Jennison Associates
7
Jennison Associates
New York
$521M +$366M +35,802,705 +222%
Capital Research Global Investors
8
Capital Research Global Investors
California
$511M -$104M -10,191,000 -17%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$337M -$1.07B -104,778,810 -98%
BIT
10
BlackRock Institutional Trust
California
$301M +$14.4M +1,406,130 +5%
Goldman Sachs
11
Goldman Sachs
New York
$284M +$133M +12,998,175 +85%
Invesco
12
Invesco
Georgia
$247M -$6.14M -600,975 -2%
Bank of America
13
Bank of America
North Carolina
$245M +$216M +21,123,300 +638%
JP Morgan Chase
14
JP Morgan Chase
New York
$242M +$34.3M +3,358,500 +16%
State Street
15
State Street
Massachusetts
$216M +$13M +1,276,260 +6%
Primecap Management
16
Primecap Management
California
$202M -$9.21M -901,500 -4%
Allianz Asset Management
17
Allianz Asset Management
Germany
$186M -$61.5M -6,024,840 -25%
ZCI
18
Zevenbergen Capital Investments
Washington
$175M -$4.36M -427,200 -2%
American Century Companies
19
American Century Companies
Missouri
$149M -$97.2M -9,522,195 -39%
GGHC
20
Gilder Gagnon Howe & Co
New York
$121M -$822K -80,535 -0.7%
ACM
21
Andor Capital Management
New York
$120M +$72.8M +7,125,000 +146%
HAM
22
HHR Asset Management
New Jersey
$105M +$25.6M +2,508,000 +31%
Coatue Management
23
Coatue Management
New York
$103M -$4.86M -475,605 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$102M -$42.4M -4,153,695 -29%
Capital World Investors
25
Capital World Investors
California
$96.1M -$6.59M -645,000 -6%

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.