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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
TMAM
376
Tokio Marine Asset Management
Japan
$569K -$85.5K -3,930 -13%
CA
377
Crewe Advisors
Utah
$564K +$591K +27,165 New
IWA
378
IBEX Wealth Advisors
New Jersey
$554K
RMCM
379
Reynders McVeigh Capital Management
Massachusetts
$550K +$47.3K +2,175 +9%
DSI
380
Daiwa SB Investments
Japan
$550K +$425K +19,530 +281%
AFC
381
AFT Forsyth & Company
Florida
$550K +$576K +26,475 New
BF
382
Blankinship & Foster
California
$548K
Brown Advisory
383
Brown Advisory
Maryland
$548K +$3.59K +165 +0.6%
CA
384
Clearstead Advisors
Ohio
$533K +$56.4K +2,595 +11%
SPIA
385
Steward Partners Investment Advisory
New York
$533K +$132K +6,060 +31%
MCM
386
Manchester Capital Management
Vermont
$531K
MUS
387
Mitsubishi UFJ Securities
Japan
$529K +$212K +9,750 +62%
CI
388
Cigna Investments
Connecticut
$527K +$6.85K +315 +1%
MSR
389
Main Street Research
Connecticut
$526K -$8.16K -375 -1%
LWAC
390
Laurel Wealth Advisors (California)
California
$526K +$158K +7,275 +40%
MYAM
391
Meiji Yasuda Asset Management
Japan
$524K
RFC
392
Regions Financial Corp
Alabama
$520K +$139K +6,405 +34%
RCAG
393
Rehmann Capital Advisory Group
Michigan
$517K +$107K +4,905 +25%
SCG
394
Sonata Capital Group
Washington
$516K -$65.3K -3,000 -11%
AP
395
AHL Partners
United Kingdom
$509K -$1.41M -64,770 -73%
BRWA
396
B. Riley Wealth Advisors
Florida
$507K +$29K +1,335 +6%
BCM
397
Bienville Capital Management
New York
$506K
GWM
398
Geneos Wealth Management
Colorado
$502K +$76.7K +3,525 +17%
LC
399
Lourd Capital
California
$495K +$29K +1,335 +6%
First Manhattan
400
First Manhattan
New York
$491K -$268K -12,315 -34%

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.