We are live on ! Find out more

613 hedge funds and large institutions have $21.7B invested in Tesla in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 269 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

949.12% more ownership

Funds ownership: 0%949.12% (+949%)

143% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 51

109% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 129

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

17% more capital invested

Capital invested by funds: $18.6B → $21.7B (+$3.15B)

10% more funds holding

Funds holding: 555613 (+58)

49% less call options, than puts

Call options by funds: $3.62B | Put options by funds: $7.1B

Holders
613
Holders Change
+58
Holders Change %
+10.45%
% of All Funds
15.32%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.5%
New
124
Increased
269
Reduced
129
Closed
51
Calls
$3.62B
Puts
$7.1B
Net Calls
-$3.48B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.71B +$509M +38,740,950 +13%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$2.84B +$89.6M +6,817,005 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.54B +$535M +40,729,275 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.21B +$109M +8,271,420 +11%
Morgan Stanley
5
Morgan Stanley
New York
$810M -$21.1M -1,606,815 -3%
BIT
6
BlackRock Institutional Trust
California
$668M +$62.5M +4,753,950 +11%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$633M +$39.6M +3,016,245 +6%
Jennison Associates
8
Jennison Associates
New York
$570M -$20.7M -1,578,585 -4%
State Street
9
State Street
Massachusetts
$485M +$29M +2,203,515 +7%
Capital World Investors
10
Capital World Investors
California
$442M +$358K +27,225 +0.1%
BAMCO Inc
11
BAMCO Inc
New York
$337M +$4.26M +324,270 +1%
JPCCM
12
J&P (China) Capital Management
China
$261M +$6.64M +505,440 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$261M +$30.1M +2,289,525 +14%
Invesco
14
Invesco
Georgia
$255M -$1.41M -107,565 -0.6%
Primecap Management
15
Primecap Management
California
$250M +$29.3M +2,227,500 +15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$184M +$26.2M +1,989,855 +18%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$167M -$213K -16,215 -0.1%
BG
18
BlackRock Group
United Kingdom
$164M +$11.3M +862,290 +8%
Northern Trust
19
Northern Trust
Illinois
$160M +$10.3M +786,855 +8%
BFA
20
BlackRock Fund Advisors
California
$157M +$16.6M +1,259,940 +13%
GGHC
21
Gilder Gagnon Howe & Co
New York
$151M -$12.2M -928,320 -8%
Goldman Sachs
22
Goldman Sachs
New York
$147M +$21.9M +1,669,215 +19%
Capital Research Global Investors
23
Capital Research Global Investors
California
$140M
Deutsche Bank
24
Deutsche Bank
Germany
$139M -$9.26M -704,835 -7%
TCIM
25
TIAA CREF Investment Management
New York
$138M -$28.8M -2,192,445 -18%

TSLA Hedge Fund Activity: Q4 2016 in Review

613 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2016, worth a combined $21.7B — up 17% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new TSLA positions and 51 closed out — a net gain of 73 holders — while 269 added to existing stakes and 129 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $535M. The largest seller was Bank of New York Mellon, cutting an estimated $42.7M.

  • 613 institutional investors held Tesla (TSLA) as of Q4 2016, up from 555 in Q3 2016.
  • Funds reported $21.7B of Tesla stock for Q4 2016, up 17% quarter-over-quarter.
  • 124 funds opened new Tesla positions in Q4 2016 and 51 closed out, a net change of +73 holders.
  • The largest Tesla buyer in Q4 2016 was T. Rowe Price Associates, an estimated $535M added.
  • The largest Tesla seller in Q4 2016 was Bank of New York Mellon, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2016.