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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
CCM
401
Covington Capital Management
California
$484K -$58.7K -2,700 -10%
PFM
402
Premier Fund Managers
United Kingdom
$473K +$489K +22,500 New
FWM
403
Frontier Wealth Management
Missouri
$472K +$127K +5,850 +35%
WSTAM
404
Wilbanks Smith & Thomas Asset Management
Virginia
$470K +$65.3K +3,000 +15%
BA
405
Bridgewater Associates
Connecticut
$469K
GP
406
Girard Partners
Pennsylvania
$469K +$91.4K +4,200 +23%
CI
407
Cowen Inc
New York
$467K -$1.63M -75,000 -77%
KJHP
408
K.J. Harrison & Partners
Ontario, Canada
$465K +$487K +22,380 New
LOAME
409
Lombard Odier Asset Management (Europe)
United Kingdom
$462K +$18.3K +840 +4%
CL
410
CPWM LLC
Washington
$458K +$128K +5,865 +36%
PCM
411
Parsons Capital Management
Rhode Island
$457K -$32.6K -1,500 -6%
Lido Advisors
412
Lido Advisors
California
$457K -$16.3K -750 -3%
PW
413
Price Wealth
Texas
$457K +$479K +22,020 New
HWA
414
HCR Wealth Advisors
California
$454K +$14.7K +675 +3%
HFS
415
HL Financial Services
Kentucky
$453K +$42.4K +1,950 +10%
GC
416
Grimes & Company
Massachusetts
$452K
PAA
417
Peregrine Asset Advisers
Oregon
$451K -$547K -25,155 -54%
SMFS
418
Squar Milner Financial Services
California
$447K +$417K +19,170 New
YWP
419
YorkBridge Wealth Partners
New York
$444K +$13.1K +600 +3%
JSA
420
Jacobson & Schmitt Advisors
Wisconsin
$442K +$9.79K +450 +2%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$440K +$107K +4,920 +30%
TA
422
Tiedemann Advisors
New York
$439K +$460K +21,165 New
MCM
423
MAI Capital Management
Ohio
$436K
MSE
424
MUFG Securities EMEA
United Kingdom
$435K -$6.32M -290,415 -93%
CL
425
Choreo LLC
Illinois
$435K

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.