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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
KeyBank National Association
301
KeyBank National Association
Ohio
$744K -$62.2K -2,985 -7%
KIA
302
KCM Investment Advisors
California
$743K -$62.5K -3,000 -7%
GC
303
Garde Capital
Washington
$733K +$14.7K +705 +2%
SLI
304
Sumitomo Life Insurance
Japan
$729K -$12.8K -615 -1%
WTC
305
WhitTier Trust Company
Nevada
$728K
AIM
306
Atlantic Investment Management
New York
$728K +$859K +41,250 New
FNBT
307
FineMark National Bank & Trust
Florida
$720K +$110K +5,280 +15%
KA
308
Kovack Advisors
Florida
$712K +$41.5K +1,995 +5%
BSW
309
Buckingham Strategic Wealth
Missouri
$707K +$170K +8,145 +26%
CSS
310
Cubist Systematic Strategies
Connecticut
$707K +$834K +40,050 New
AF
311
Arrow Financial
New York
$696K +$3.75K +180 +0.5%
MCC
312
Malaga Cove Capital
California
$695K +$40.9K +1,965 +6%
SC
313
Scotia Capital
Ontario, Canada
$684K -$1M -48,180 -55%
Fiera Capital (Canada)
314
Fiera Capital (Canada)
Quebec, Canada
$683K -$1.36M -65,490 -63%
PAM
315
Panagora Asset Management
Massachusetts
$680K
CGH
316
Crossmark Global Holdings
Texas
$674K +$15.3K +735 +2%
AFG
317
Albion Financial Group
Utah
$666K -$2.5K -120 -0.3%
STA
318
Summit Trail Advisors
New York
$665K +$20.3K +975 +3%
RHBC
319
R.H. Bluestein & Co
Michigan
$662K -$46.9K -2,250 -6%
SM
320
SG3 Management
Puerto Rico
$662K +$781K +37,500 New
AAP
321
Ardsley Advisory Partners
Connecticut
$661K +$781K +37,500 New
VFA
322
Valeo Financial Advisors
Indiana
$657K -$26.6K -1,275 -4%
VIA
323
Vident Investment Advisory
Georgia
$646K +$762K +36,570 New
BTS
324
BB&T Securities
Virginia
$637K +$96.2K +4,620 +15%
HAG
325
HighPoint Advisor Group
Illinois
$617K +$85.3K +4,095 +13%

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.