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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
GC
426
Grimes & Company
Massachusetts
$296K -$24.4K -1,170 -7%
MCM
427
MAI Capital Management
Ohio
$295K -$13.7K -660 -4%
AWE
428
Avidian Wealth Enterprises
Texas
$293K -$32.8K -1,575 -9%
ML
429
McAdam LLC
Pennsylvania
$293K +$4.06K +195 +1%
SAM
430
SP Asset Management
California
$291K
DBT
431
Dubuque Bank & Trust
Iowa
$291K +$306K +14,715 +824%
RIM
432
Regent Investment Management
Kentucky
$287K -$33.1K -1,590 -9%
GRP
433
Global Retirement Partners
California
$285K
WAM
434
Wealthspire Advisors (Maryland)
Maryland
$280K -$61.2K -2,940 -16%
HB
435
Homrich & Berg
Georgia
$279K +$24.1K +1,155 +8%
LSA
436
L & S Advisors
California
$278K +$15.6K +750 +5%
HPWM
437
Highland Private Wealth Management
Washington
$272K +$1.25K +60 +0.4%
FTI
438
Fiduciary Trust International
Massachusetts
$270K
FAM
439
Fred Alger Management
New York
$267K -$872K -41,865 -73%
MAM
440
Mark Asset Management
New York
$265K +$312K +15,000 New
NFG
441
Nations Financial Group
Iowa
$263K +$6.25K +300 +2%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$261K -$63.4K -3,045 -17%
CTC
443
Central Trust Company
Missouri
$261K -$39.1K -1,875 -11%
PWAG
444
Polaris Wealth Advisory Group
California
$260K +$307K +14,745 New
CRC
445
Curi RMB Capital
Illinois
$255K -$77.8K -3,735 -21%
AF
446
Allworth Financial
California
$253K -$43.7K -2,100 -13%
TCM
447
Teza Capital Management
Illinois
$253K +$298K +14,325 New
MMA
448
Miracle Mile Advisors
California
$252K
AP
449
Appleton Partners
Massachusetts
$252K +$6.25K +300 +2%
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$250K +$295K +14,145 New

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.