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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
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$351K +$122K +5,850 +42%
RCAG
402
Rehmann Capital Advisory Group
Michigan
$350K -$30.9K -1,485 -7%
PCA
403
Private Capital Advisors
Connecticut
$350K -$60.6K -2,910 -13%
PCM
404
Parsons Capital Management
Rhode Island
$349K +$59.4K +2,850 +17%
PA
405
Pinnacle Associates
New York
$346K +$1.25K +60 +0.3%
EWA
406
EP Wealth Advisors
California
$344K -$12.8K -615 -3%
LWAC
407
Laurel Wealth Advisors (California)
California
$341K -$102K -4,875 -20%
CBOA
408
Commonwealth Bank of Australia
Australia
$336K +$6.56K +315 +2%
GP
409
Girard Partners
Pennsylvania
$335K -$60.9K -2,925 -13%
SBIA
410
Sheaff Brock Investment Advisors
Indiana
$334K +$71.9K +3,450 +22%
LOAME
411
Lombard Odier Asset Management (Europe)
United Kingdom
$333K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$331K -$546K -26,235 -58%
AR
413
Advisory Research
Illinois
$327K -$110K -5,280 -22%
PFS
414
Prospera Financial Services
Texas
$325K
OAM
415
Oppenheimer Asset Management
New York
$324K +$34.7K +1,665 +10%
WCWM
416
Willow Creek Wealth Management
California
$322K
Brown Advisory
417
Brown Advisory
Maryland
$318K -$105K -5,055 -22%
WSFS
418
Wilmington Savings Fund Society
Delaware
$314K -$61.2K -2,940 -14%
LC
419
Lourd Capital
California
$309K +$365K +17,505 New
CCM
420
Covington Capital Management
California
$307K -$73.4K -3,525 -17%
HIC
421
Holderness Investments Company
North Carolina
$303K -$6.25K -300 -2%
RWA
422
Ropes Wealth Advisors
Massachusetts
$303K +$38.4K +1,845 +12%
NWP
423
Northstar Wealth Partners
Connecticut
$301K -$65.3K -3,135 -16%
VRM
424
Vectors Research Management
New York
$301K +$280K +13,455 New
LS
425
Livforsakringsbolaget Skandia
Sweden
$299K -$344K -16,500 -49%

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.