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729 hedge funds and large institutions have $27.3B invested in Tesla in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 273 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 782729 (-53)

12% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 273

26% less capital invested

Capital invested by funds: $36.6B → $27.3B (-$9.35B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

37% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 134

39.42% less ownership

Funds ownership: 944.51%905.09% (-39%)

46% less call options, than puts

Call options by funds: $9.28B | Put options by funds: $17.3B

Holders
729
Holders Change
-53
Holders Change %
-6.78%
% of All Funds
16.66%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.41%
New
85
Increased
239
Reduced
273
Closed
134
Calls
$9.28B
Puts
$17.3B
Net Calls
-$8.04B
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$1.22M +$12.2K +585 +0.9%
BF
252
BOK Financial
Oklahoma
$1.22M +$5.31K +255 +0.4%
DILIC
253
Dai-ichi Life Insurance Company
Japan
$1.19M -$2.5M -120,000 -64%
TCM
254
Tanaka Capital Management
New York
$1.17M +$706K +33,900 +105%
RSS
255
Rosenblum Silverman Sutton
California
$1.17M -$23.4K -1,125 -2%
GT
256
Glenmede Trust
Pennsylvania
$1.13M -$187K -8,955 -12%
CWM
257
CIBC World Markets
New York
$1.09M +$1.29M +61,785 New
AA
258
ALPS Advisors
Colorado
$1.09M +$829K +39,780 +182%
SPC
259
Sigma Planning Corp
Michigan
$1.08M +$1.87K +90 +0.1%
KFA
260
Krane Funds Advisors
New York
$1.07M +$282K +13,545 +29%
CANY
261
Caxton Associates (New York)
New York
$1.06M +$1.25M +60,000 New
PC
262
PointState Capital
New York
$1.06M +$1.25M +60,000 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$654K -31,380 -34%
FTUS
264
Flow Traders U.S.
New York
$1.02M +$1.2M +57,735 New
EAM
265
Evanson Asset Management
California
$1.02M +$12.5K +600 +1%
IA
266
IFP Advisors
Florida
$998K -$69.4K -3,330 -6%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$997K -$8.44K -405 -0.7%
F
268
Filament
Washington
$990K
EFS
269
Essex Financial Services
Connecticut
$990K +$59.7K +2,865 +5%
PCA
270
Personal Capital Advisors
California
$976K -$29.4M -1,411,290 -96%
SS
271
Simplicity Solutions
Minnesota
$963K +$1.14M +54,585 New
FMT
272
First Mercantile Trust
Tennessee
$953K -$187K -9,000 -14%
CAN
273
Cetera Advisor Networks
California
$933K +$1.1M +53,025 New
CC
274
Centiva Capital
New York
$924K +$1.09M +52,365 New
Neuberger Berman Group
275
Neuberger Berman Group
New York
$918K -$534K -25,635 -33%

TSLA Hedge Fund Activity: Q3 2018 in Review

729 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2018, worth a combined $27.3B — down 26% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TSLA and 85 opened new positions — a net loss of 49 holders — while 273 trimmed existing stakes and 239 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.7B. The largest seller was Fidelity Investments, cutting an estimated $3.74B.

  • 729 institutional investors held Tesla (TSLA) as of Q3 2018, down from 782 in Q2 2018.
  • Funds reported $27.3B of Tesla stock for Q3 2018, down 26% quarter-over-quarter.
  • 85 funds opened new Tesla positions in Q3 2018 and 134 closed out, a net change of -49 holders.
  • The largest Tesla buyer in Q3 2018 was T. Rowe Price Associates, an estimated $1.7B added.
  • The largest Tesla seller in Q3 2018 was Fidelity Investments, an estimated $3.74B sold.

Based on aggregated 13F filings for Q3 2018.