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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
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$513K -$88.4K -4,245 -13%
AW
352
ACG Wealth
Georgia
$497K +$140K +6,705 +31%
PCM
353
Penserra Capital Management
California
$494K +$496K +23,820 +567%
KJWM
354
Kiley Juergens Wealth Management
Washington
$492K +$262K +12,570 +82%
BRWM
355
B. Riley Wealth Management
Tennessee
$489K +$576K +27,675 New
MYAM
356
Meiji Yasuda Asset Management
Japan
$488K
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$485K +$85.9K +4,125 +18%
TAM
358
Trillium Asset Management
Massachusetts
$482K -$1.63M -78,300 -74%
CA
359
Crewe Advisors
Utah
$479K -$625 -30 -0.1%
First Manhattan
360
First Manhattan
New York
$471K -$62.5K -3,000 -10%
WT
361
Whittier Trust
California
$468K -$1.81M -86,940 -77%
SMH
362
Sanders Morris Harris
Texas
$468K +$552K +26,490 New
BF
363
Blankinship & Foster
California
$466K
Lido Advisors
364
Lido Advisors
California
$460K +$33.4K +1,605 +7%
CG
365
Caprock Group
Idaho
$456K -$165K -7,905 -23%
TCOV
366
Trust Company of Vermont
Vermont
$454K -$5K -240 -0.9%
Millennium Management
367
Millennium Management
New York
$452K +$534K +25,635 New
IIA
368
IPG Investment Advisors
California
$451K +$39.4K +1,890 +8%
MCM
369
Manchester Capital Management
Vermont
$443K -$4.69K -225 -0.9%
MOS
370
MGO One Seven
Ohio
$443K +$523K +25,125 New
SPIA
371
Steward Partners Investment Advisory
New York
$441K -$86.8K -4,170 -14%
BP
372
Ballentine Partners
Massachusetts
$439K -$362K -17,385 -41%
FPCP
373
Fort Point Capital Partners
California
$433K +$316K +15,150 +161%
RIM
374
Redpoint Investment Management
Australia
$430K
WAM
375
Weatherly Asset Management
California
$429K -$162K -7,800 -24%

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.