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845 hedge funds and large institutions have $34.2B invested in Tesla in 2018 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 265 increasing their positions, 233 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 74

56% more funds holding in top 10

Funds holding in top 10: 1828 (+10)

25% more capital invested

Capital invested by funds: $27.3B → $34.2B (+$6.88B)

16% more funds holding

Funds holding: 729845 (+116)

14% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 233

4.99% less ownership

Funds ownership: 905.09%900.09% (-5%)

52% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $21.8B

Holders
845
Holders Change
+116
Holders Change %
+15.91%
% of All Funds
18.82%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.62%
New
195
Increased
265
Reduced
233
Closed
74
Calls
$10.5B
Puts
$21.8B
Net Calls
-$11.2B
Net Calls Change
-$3.21B
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
301
Bingham Osborn & Scarborough
California
$1.07M +$6.45K +300 +0.6%
AIP
302
Ameritas Investment Partners
Nebraska
$1.05M +$55.5K +2,580 +6%
DT
303
Diversified Trust
Tennessee
$1.03M +$1M +46,515 New
FTUS
304
Flow Traders U.S.
New York
$1.03M -$242K -11,265 -20%
CL
305
CPWM LLC
Washington
$1.02M -$4.84K -225 -0.5%
VIA
306
Vident Investment Advisory
Georgia
$1.01M +$196K +9,120 +25%
TAM
307
Tocqueville Asset Management
New York
$1.01M +$344K +15,975 +54%
TRCT
308
Tower Research Capital (TRC)
New York
$998K +$228K +10,620 +31%
SPM
309
Symmetry Peak Management
Pennsylvania
$998K +$452K +21,000 +88%
CC
310
CQS Cayman
Cayman Islands
$997K +$968K +45,000 New
AWM
311
AE Wealth Management
Kansas
$994K -$819K -38,055 -46%
BJL
312
Brighton Jones LLC
Washington
$994K +$18.7K +870 +2%
BA
313
BKS Advisors
Michigan
$979K -$1.24M -57,825 -57%
AAM
314
Advisors Asset Management
Colorado
$971K -$135K -6,270 -13%
BF
315
BOK Financial
Oklahoma
$967K -$548K -25,470 -37%
KIA
316
KCM Investment Advisors
California
$967K +$32.3K +1,500 +4%
AIC
317
Ameritas Investment Company
Nebraska
$966K +$937K +43,560 New
WTC
318
WhitTier Trust Company
Nevada
$965K +$48.4K +2,250 +5%
BP
319
Ballentine Partners
Massachusetts
$964K +$399K +18,570 +75%
IFWM
320
Institute for Wealth Management
Colorado
$961K +$932K +43,320 New
EWM
321
Evercore Wealth Management
New York
$953K -$91K -4,230 -9%
IRF
322
IBM Retirement Fund
New York
$946K -$44.2K -2,055 -5%
ED
323
Exane Derivatives
France
$944K +$684K +31,800 +295%
SLI
324
Sumitomo Life Insurance
Japan
$916K -$323 -15 -0%
SWP
325
Stratos Wealth Partners
Ohio
$906K -$94.2K -4,380 -10%

TSLA Hedge Fund Activity: Q4 2018 in Review

845 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2018, worth a combined $34.2B — up 25% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new TSLA positions and 74 closed out — a net gain of 121 holders — while 265 added to existing stakes and 233 trimmed.

The largest buyer was Capital World Investors, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.72B.

  • 845 institutional investors held Tesla (TSLA) as of Q4 2018, up from 729 in Q3 2018.
  • Funds reported $34.2B of Tesla stock for Q4 2018, up 25% quarter-over-quarter.
  • 195 funds opened new Tesla positions in Q4 2018 and 74 closed out, a net change of +121 holders.
  • The largest Tesla buyer in Q4 2018 was Capital World Investors, an estimated $582M added.
  • The largest Tesla seller in Q4 2018 was T. Rowe Price Associates, an estimated $2.72B sold.

Based on aggregated 13F filings for Q4 2018.