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779 hedge funds and large institutions have $30.6B invested in Tesla in 2017 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 280 increasing their positions, 219 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 88

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 219

8.19% more ownership

Funds ownership: 870.09%878.28% (+8.2%)

5% more funds holding

Funds holding: 742779 (+37)

7% less capital invested

Capital invested by funds: $33B → $30.6B (-$2.39B)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

46% less call options, than puts

Call options by funds: $6.16B | Put options by funds: $11.3B

Holders
779
Holders Change
+37
Holders Change %
+4.99%
% of All Funds
17.66%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.61%
New
130
Increased
280
Reduced
219
Closed
88
Calls
$6.16B
Puts
$11.3B
Net Calls
-$5.14B
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
351
IMS Capital Management
Oregon
$696K
V
352
Veritable
Delaware
$691K +$27.4K +1,260 +4%
CCM
353
Coldstream Capital Management
Washington
$690K -$72.1K -3,315 -9%
WAM
354
Weatherly Asset Management
California
$680K -$32.6K -1,500 -4%
VIA
355
Vantage Investment Advisors
Pennsylvania
$676K +$57.1K +2,625 +9%
CTC
356
Central Trust Company
Missouri
$674K +$57.1K +2,625 +9%
PIM
357
Partner Investment Management
California
$673K +$705K +32,400 New
BSW
358
Buckingham Strategic Wealth
Missouri
$661K +$137K +6,315 +25%
KA
359
Kovack Advisors
Florida
$657K +$36.9K +1,695 +6%
LS
360
Livforsakringsbolaget Skandia
Sweden
$632K -$131K -6,000 -16%
G
361
GenTrust
Florida
$632K
HAG
362
HighPoint Advisor Group
Illinois
$631K +$95.3K +4,380 +18%
CCS
363
Crosspoint Capital Strategies
California
$623K
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$621K -$112K -5,130 -15%
MCC
365
Malaga Cove Capital
California
$621K +$344K +15,795 +112%
BP
366
Ballentine Partners
Massachusetts
$618K +$7.18K +330 +1%
NL
367
NWAM LLC
Washington
$615K -$90K -4,140 -12%
PWAG
368
Polaris Wealth Advisory Group
California
$615K +$644K +29,625 New
VFA
369
Valeo Financial Advisors
Indiana
$609K +$96.6K +4,440 +18%
VFA
370
Voya Financial Advisors
Connecticut
$608K +$106K +4,890 +20%
KFGK
371
Keystone Financial Group (Kentucky)
Kentucky
$591K +$574K +26,370 New
CB
372
Commerce Bank
Missouri
$584K +$6.2K +285 +1%
ASN
373
Advisory Services Network
Georgia
$581K +$286K +13,140 +88%
TCOV
374
Trust Company of Vermont
Vermont
$575K -$6.2K -285 -1%
EAMA
375
EFG Asset Management (Americas)
Florida
$571K +$557K +25,590 New

TSLA Hedge Fund Activity: Q4 2017 in Review

779 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2017, worth a combined $30.6B — down 7.2% from $33B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new TSLA positions and 88 closed out — a net gain of 42 holders — while 280 added to existing stakes and 219 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.86B. The largest seller was Fidelity Investments, cutting an estimated $920M.

  • 779 institutional investors held Tesla (TSLA) as of Q4 2017, up from 742 in Q3 2017.
  • Funds reported $30.6B of Tesla stock for Q4 2017, down 7.2% quarter-over-quarter.
  • 130 funds opened new Tesla positions in Q4 2017 and 88 closed out, a net change of +42 holders.
  • The largest Tesla buyer in Q4 2017 was T. Rowe Price Associates, an estimated $1.86B added.
  • The largest Tesla seller in Q4 2017 was Fidelity Investments, an estimated $920M sold.

Based on aggregated 13F filings for Q4 2017.