Tesla
TSLA
560 hedge funds and large institutions have $20.9B invested in Tesla in 2015 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 220 increasing their positions, 142 reducing their positions, and 53 closing their positions.
72% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 53
55% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 142
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
6% more funds holding
Funds holding: 527 → 560 (+33)
1% more capital invested
Capital invested by funds: $20.8B → $20.9B (+$163M)
41% less call options, than puts
Call options by funds: $2.38B | Put options by funds: $4.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$300M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$270M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$224M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$123M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$64.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$214M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$98M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$84.1M |
| 4 |
SG Americas Securities
New York
|
-$60.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$54.6M |
TSLA Hedge Fund Activity: Q4 2015 in Review
560 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2015, worth a combined $20.9B — up 0.79% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new TSLA positions and 53 closed out — a net gain of 38 holders — while 220 added to existing stakes and 142 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $300M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $214M sold.
- 560 institutional investors held Tesla (TSLA) as of Q4 2015, up from 527 in Q3 2015.
- Funds reported $20.9B of Tesla stock for Q4 2015, up 0.79% quarter-over-quarter.
- 91 funds opened new Tesla positions in Q4 2015 and 53 closed out, a net change of +38 holders.
- The largest Tesla buyer in Q4 2015 was Fidelity Investments, an estimated $300M added.
- The largest Tesla seller in Q4 2015 was Waddell & Reed Financial, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2015.