Tesla
TSLA
510 hedge funds and large institutions have $21.1B invested in Tesla in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 169 increasing their positions, 149 reducing their positions, and 43 closing their positions.
121% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 43
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
41% more capital invested
Capital invested by funds: $14.9B → $21.1B (+$6.17B)
13% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 149
10% more funds holding
Funds holding: 465 → 510 (+45)
22% less call options, than puts
Call options by funds: $3.2B | Put options by funds: $4.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$399M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$204M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$103M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$71.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$230M |
| 2 |
Goldman Sachs
New York
|
-$175M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$162M |
| 4 |
Morgan Stanley
New York
|
-$99.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$81.7M |
TSLA Hedge Fund Activity: Q2 2015 in Review
510 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q2 2015, worth a combined $21.1B — up 41% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new TSLA positions and 43 closed out — a net gain of 52 holders — while 169 added to existing stakes and 149 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $399M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.
- 510 institutional investors held Tesla (TSLA) as of Q2 2015, up from 465 in Q1 2015.
- Funds reported $21.1B of Tesla stock for Q2 2015, up 41% quarter-over-quarter.
- 95 funds opened new Tesla positions in Q2 2015 and 43 closed out, a net change of +52 holders.
- The largest Tesla buyer in Q2 2015 was Fidelity Investments, an estimated $399M added.
- The largest Tesla seller in Q2 2015 was T. Rowe Price Associates, an estimated $230M sold.
Based on aggregated 13F filings for Q2 2015.