Tesla
TSLA
465 hedge funds and large institutions have $14.9B invested in Tesla in 2015 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 182 increasing their positions, 145 reducing their positions, and 74 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 145
5% less funds holding
Funds holding: 487 → 465 (-22)
15% less capital invested
Capital invested by funds: $17.7B → $14.9B (-$2.72B)
23% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 74
25% less call options, than puts
Call options by funds: $2.12B | Put options by funds: $2.82B
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$433M |
| 2 |
Jennison Associates
New York
|
+$232M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$201M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$101M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$85.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$182M |
| 2 |
Goldman Sachs
New York
|
-$175M |
| 3 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
|
-$174M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$122M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
TSLA Hedge Fund Activity: Q1 2015 in Review
465 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2015, worth a combined $14.9B — down 15% from $17.7B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of TSLA and 57 opened new positions — a net loss of 17 holders — while 145 trimmed existing stakes and 182 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $433M. The largest seller was Winslow Capital Management, cutting an estimated $182M.
- 465 institutional investors held Tesla (TSLA) as of Q1 2015, down from 487 in Q4 2014.
- Funds reported $14.9B of Tesla stock for Q1 2015, down 15% quarter-over-quarter.
- 57 funds opened new Tesla positions in Q1 2015 and 74 closed out, a net change of -17 holders.
- The largest Tesla buyer in Q1 2015 was T. Rowe Price Associates, an estimated $433M added.
- The largest Tesla seller in Q1 2015 was Winslow Capital Management, an estimated $182M sold.
Based on aggregated 13F filings for Q1 2015.