We are live on ! Find out more

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
IUHSA
376
Itau Unibanco Holding S.A.
Brazil
$428K +$109K +5,220 +27%
SPM
377
Symmetry Peak Management
Pennsylvania
$424K -$1.06M -51,000 -68%
CA
378
Continental Advisors
Utah
$424K +$500K +24,000 New
CB
379
Commerce Bank
Missouri
$420K +$78.4K +3,765 +19%
KHCM
380
Kettle Hill Capital Management
New York
$414K -$38.1K -1,830 -7%
CAW
381
Cornerstone Advisors (Washington)
Washington
$413K +$351K +16,830 +256%
DBIA
382
Dumont & Blake Investment Advisors
New Jersey
$411K +$485K +23,265 New
PSUF
383
People's United Financial
Connecticut
$410K -$126K -6,045 -21%
VCWA
384
Vanguard Capital Wealth Advisors
Colorado
$410K -$31.2K -1,500 -6%
MSFP
385
Mark Sheptoff Financial Planning
Connecticut
$408K
GWS
386
Glassman Wealth Services
Virginia
$405K +$4.69K +225 +1%
Korea Investment Corp
387
Korea Investment Corp
South Korea
$402K -$3.53M -169,500 -88%
HI
388
Harrington Investments
California
$396K -$99K -4,755 -17%
CCA
389
Checchi Capital Advisers
California
$396K +$5.94K +285 +1%
Tudor Investment Corp
390
Tudor Investment Corp
Connecticut
$393K +$464K +22,260 New
ASN
391
Advisory Services Network
Georgia
$391K -$121K -5,820 -21%
HFS
392
HL Financial Services
Kentucky
$391K -$109K -5,250 -19%
HWA
393
HCR Wealth Advisors
California
$373K -$5.31K -255 -1%
LNC
394
Lincoln National Corp
Pennsylvania
$367K +$3.75K +180 +0.9%
WP
395
WMS Partners
Maryland
$367K +$5.31K +255 +1%
AAM
396
Azzad Asset Management
Virginia
$367K +$2.19K +105 +0.5%
HK
397
Horizon Kinetics
New York
$363K +$83.1K +3,990 +24%
FT
398
Fiduciary Trust
Massachusetts
$357K +$76.5K +3,675 +22%
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$354K
GW
400
GW & Wade
Massachusetts
$354K +$625 +30 +0.1%

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.