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646 hedge funds and large institutions have $29.3B invested in Tesla in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $21.7B → $29.3B (+$7.55B)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

17.94% more ownership

Funds ownership: 949.12%967.06% (+18%)

5% more funds holding

Funds holding: 613646 (+33)

0% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 211

42% less call options, than puts

Call options by funds: $3.84B | Put options by funds: $6.57B

Holders
646
Holders Change
+33
Holders Change %
+5.38%
% of All Funds
16.08%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.65%
New
105
Increased
210
Reduced
211
Closed
63
Calls
$3.84B
Puts
$6.57B
Net Calls
-$2.73B
Net Calls Change
+$749M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
376
Grimes & Company
Massachusetts
$431K -$18.5K -1,095 -5%
KA
377
Kovack Advisors
Florida
$431K +$393K +23,235 New
MSFP
378
Mark Sheptoff Financial Planning
Connecticut
$429K +$254 +15 +0.1%
CA
379
Clearstead Advisors
Ohio
$426K -$57.6K -3,405 -13%
MYAM
380
Meiji Yasuda Asset Management
Japan
$421K
Envestnet Asset Management
381
Envestnet Asset Management
Illinois
$419K +$158K +9,315 +70%
DLG
382
Daniel L. Goodwin
$417K
MCM
383
MAI Capital Management
Ohio
$415K +$50.8K +3,000 +16%
LC
384
Lourd Capital
California
$408K +$12.9K +765 +4%
BSW
385
Buckingham Strategic Wealth
Missouri
$407K +$254 +15 +0.1%
SCG
386
Sonata Capital Group
Washington
$406K +$99K +5,850 +37%
AL
387
Aspiriant LLC
California
$405K +$369K +21,825 New
DII
388
Domini Impact Investments
New York
$403K -$109K -6,450 -23%
BBCM
389
Boardman Bay Capital Management
New York
$403K +$367K +21,720 New
VFA
390
Voya Financial Advisors
Connecticut
$401K +$40.6K +2,400 +12%
PFA
391
Pinnacle Family Advisors
Missouri
$399K +$105K +6,210 +41%
LOAME
392
Lombard Odier Asset Management (Europe)
United Kingdom
$398K -$20K -1,185 -5%
DAM
393
Doheny Asset Management
California
$397K +$362K +21,375 New
SI
394
SII Investments
Wisconsin
$392K +$17.3K +1,020 +5%
Toronto Dominion Bank
395
Toronto Dominion Bank
Ontario, Canada
$392K +$74.6K +4,410 +26%
JSA
396
Jacobson & Schmitt Advisors
Wisconsin
$387K +$353K +20,850 New
GWM
397
Geneos Wealth Management
Colorado
$385K -$25.4K -1,500 -7%
CBOA
398
Commonwealth Bank of Australia
Australia
$384K +$289K +17,070 +480%
SAM
399
Silvercrest Asset Management
New York
$383K
AMCA
400
Arthur M. Cohen & Associates
Illinois
$378K +$71.6K +4,230 +26%

TSLA Hedge Fund Activity: Q1 2017 in Review

646 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2017, worth a combined $29.3B — up 35% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TSLA positions and 63 closed out — a net gain of 42 holders — while 210 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock, adding an estimated $1.27B. The largest seller was T. Rowe Price Associates, cutting an estimated $274M.

  • 646 institutional investors held Tesla (TSLA) as of Q1 2017, up from 613 in Q4 2016.
  • Funds reported $29.3B of Tesla stock for Q1 2017, up 35% quarter-over-quarter.
  • 105 funds opened new Tesla positions in Q1 2017 and 63 closed out, a net change of +42 holders.
  • The largest Tesla buyer in Q1 2017 was BlackRock, an estimated $1.27B added.
  • The largest Tesla seller in Q1 2017 was T. Rowe Price Associates, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2017.