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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
CCA
426
Checchi Capital Advisers
California
$434K +$225K +10,365 +98%
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$433K
PA
428
Parallel Advisors
California
$428K -$20.9K -960 -4%
IH
429
IFC Holdings
Florida
$427K +$67.5K +3,105 +18%
WP
430
WMS Partners
Maryland
$425K +$11.7K +540 +3%
CRC
431
Curi RMB Capital
Illinois
$423K -$42.4K -1,950 -9%
CBOA
432
Commonwealth Bank of Australia
Australia
$421K -$24.5K -1,125 -5%
VCWA
433
Vanguard Capital Wealth Advisors
Colorado
$420K +$440K +20,250 New
BA
434
Birinyi Associates
Connecticut
$420K +$48.9K +2,250 +13%
CL
435
CSS LLC
Illinois
$413K +$432K +19,875 New
N
436
Natixis
France
$409K -$22.8K -1,050 -5%
RBA
437
Richard Bernstein Advisors
New York
$407K +$426K +19,605 New
CSA
438
Cottage Street Advisors
Massachusetts
$405K +$424K +19,500 New
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$404K
Chevy Chase Trust
440
Chevy Chase Trust
Maryland
$398K -$99.5K -4,575 -19%
KHCM
441
Kettle Hill Capital Management
New York
$392K +$61.3K +2,820 +18%
FHA
442
Flagship Harbor Advisors
Massachusetts
$391K +$45.7K +2,100 +13%
HCMT
443
Highland Capital Management (Tennessee)
Tennessee
$390K -$140K -6,450 -26%
AA
444
ALPS Advisors
Colorado
$385K +$104K +4,770 +35%
Citadel Advisors
445
Citadel Advisors
Florida
$384K -$9.07M -417,045 -96%
HIC
446
Holderness Investments Company
North Carolina
$381K
BPC
447
Banque Pictet & Cie
Switzerland
$376K -$780K -35,850 -66%
PFA
448
Pinnacle Family Advisors
Missouri
$372K +$114K +5,250 +41%
GW
449
GW & Wade
Massachusetts
$369K -$40.8K -1,875 -10%
MWM
450
Meridian Wealth Management
Kentucky
$368K

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.