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845 hedge funds and large institutions have $34.2B invested in Tesla in 2018 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 265 increasing their positions, 233 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 74

56% more funds holding in top 10

Funds holding in top 10: 1828 (+10)

25% more capital invested

Capital invested by funds: $27.3B → $34.2B (+$6.88B)

16% more funds holding

Funds holding: 729845 (+116)

14% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 233

4.99% less ownership

Funds ownership: 905.09%900.09% (-5%)

52% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $21.8B

Holders
845
Holders Change
+116
Holders Change %
+15.91%
% of All Funds
18.82%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.62%
New
195
Increased
265
Reduced
233
Closed
74
Calls
$10.5B
Puts
$21.8B
Net Calls
-$11.2B
Net Calls Change
-$3.21B
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
401
Malaga Cove Capital
California
$562K -$175K -8,130 -24%
FNBT
402
FineMark National Bank & Trust
Florida
$561K -$333K -15,495 -38%
ATFA
403
All Terrain Financial Advisors
Minnesota
$556K +$257K +11,970 +91%
IAA
404
Independent Advisor Alliance
North Carolina
$556K +$539K +25,050 New
WWM
405
Western Wealth Management
Colorado
$550K +$533K +24,780 New
FT
406
Fiduciary Trust
Massachusetts
$548K +$96.8K +4,500 +22%
FPCP
407
Fort Point Capital Partners
California
$544K
FIM
408
Frontier Investment Management
Texas
$541K -$484K -22,500 -48%
WAM
409
Weatherly Asset Management
California
$539K
XS
410
XR Securities
Illinois
$536K +$520K +24,165 New
BRWM
411
B. Riley Wealth Management
Tennessee
$533K -$78.1K -3,630 -13%
LNC
412
Lincoln National Corp
Pennsylvania
$529K +$64.9K +3,015 +14%
CAW
413
Cornerstone Advisors (Washington)
Washington
$528K +$8.71K +405 +2%
HW
414
Hamilton Wealth
California
$523K +$507K +23,580 New
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$513K
SSA
416
Schonfeld Strategic Advisors
New York
$513K +$497K +23,115 New
DBIA
417
Dumont & Blake Investment Advisors
New Jersey
$511K -$5.16K -240 -1%
GWS
418
Glassman Wealth Services
Virginia
$511K +$1.61K +75 +0.3%
BCM
419
BlueCrest Capital Management
Jersey
$510K +$495K +22,995 New
CGH
420
Crossmark Global Holdings
Texas
$503K -$333K -15,495 -41%
SWA
421
Stratos Wealth Advisors
Ohio
$501K +$486K +22,575 New
MAFM
422
Mid Atlantic Financial Management
Pennsylvania
$489K +$474K +22,050 New
CI
423
Cigna Investments
Connecticut
$484K -$67.1K -3,120 -13%
CFGS
424
Concourse Financial Group Securities
Alabama
$479K +$305K +14,175 +191%
HFS
425
HL Financial Services
Kentucky
$478K -$13.6K -630 -3%

TSLA Hedge Fund Activity: Q4 2018 in Review

845 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2018, worth a combined $34.2B — up 25% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new TSLA positions and 74 closed out — a net gain of 121 holders — while 265 added to existing stakes and 233 trimmed.

The largest buyer was Capital World Investors, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.72B.

  • 845 institutional investors held Tesla (TSLA) as of Q4 2018, up from 729 in Q3 2018.
  • Funds reported $34.2B of Tesla stock for Q4 2018, up 25% quarter-over-quarter.
  • 195 funds opened new Tesla positions in Q4 2018 and 74 closed out, a net change of +121 holders.
  • The largest Tesla buyer in Q4 2018 was Capital World Investors, an estimated $582M added.
  • The largest Tesla seller in Q4 2018 was T. Rowe Price Associates, an estimated $2.72B sold.

Based on aggregated 13F filings for Q4 2018.