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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
FWM
276
Focused Wealth Management
New York
$906K +$125K +6,015 +13%
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$900K -$117K -5,610 -10%
CGL
278
Clarius Group LLC
Washington
$889K +$35.3K +1,695 +3%
AAM
279
Advisors Asset Management
Colorado
$883K +$33.1K +1,590 +3%
HCMT
280
Highland Capital Management (Tennessee)
Tennessee
$852K +$449K +21,540 +81%
Twin Tree Management
281
Twin Tree Management
Texas
$849K -$12.5K -600 -1%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$845K +$919K +44,145 +1,177%
BOS
283
Bingham Osborn & Scarborough
California
$842K +$1.87K +90 +0.2%
EWM
284
Evercore Wealth Management
New York
$833K -$478K -22,935 -33%
FIM
285
Frontier Investment Management
Texas
$827K +$976K +46,875 New
FHA
286
Flagship Harbor Advisors
Massachusetts
$825K +$81.9K +3,930 +11%
CL
287
CPWM LLC
Washington
$814K -$109K -5,220 -10%
SWP
288
Stratos Wealth Partners
Ohio
$798K +$210K +10,080 +29%
CAM
289
CenterStar Asset Management
Illinois
$796K
Public Sector Pension Investment Board (PSP Investments)
290
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$794K +$156K +7,500 +20%
AIP
291
Ameritas Investment Partners
Nebraska
$793K -$16.6K -795 -2%
IRF
292
IBM Retirement Fund
New York
$789K -$119K -5,700 -11%
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
$788K +$381K +18,270 +69%
PCIA
294
Prime Capital Investment Advisors
Kansas
$786K -$918K -44,100 -50%
BJL
295
Brighton Jones LLC
Washington
$776K -$673K -32,295 -42%
ECM
296
ETrade Capital Management
Virginia
$771K +$341K +16,395 +60%
ES
297
Equitec Specialists
Illinois
$768K +$906K +43,500 New
Group One Trading
298
Group One Trading
Illinois
$755K -$5.86M -281,565 -87%
Mariner
299
Mariner
Kansas
$747K -$74.4K -3,570 -8%
KFGK
300
Keystone Financial Group (Kentucky)
Kentucky
$747K +$45.9K +2,205 +7%

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.