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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
LCAM
426
London & Capital Asset Management
United Kingdom
$477K +$462K +21,480 New
DY
427
Dowling & Yahnke
California
$474K +$436K +20,280 New
PCM
428
Parsons Capital Management
Rhode Island
$463K +$23.6K +1,095 +6%
WP
429
WMS Partners
Maryland
$461K
AR
430
Advisory Research
Illinois
$457K +$43.9K +2,040 +11%
EWA
431
EP Wealth Advisors
California
$456K +$22.3K +1,035 +5%
Brown Advisory
432
Brown Advisory
Maryland
$452K +$50.7K +2,355 +13%
BBHC
433
Brown Brothers Harriman & Co
New York
$447K +$226K +10,500 +109%
GW
434
GW & Wade
Massachusetts
$445K
Marshall Wace
435
Marshall Wace
United Kingdom
$441K +$428K +19,890 New
PCA
436
Private Capital Advisors
Connecticut
$440K
GAM
437
Gotham Asset Management
New York
$440K +$427K +19,845 New
HI
438
HBK Investments
Texas
$433K -$13M -603,000 -97%
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$432K -$12.3K -570 -3%
CBOA
440
Commonwealth Bank of Australia
Australia
$432K +$9.36K +435 +2%
HWA
441
HCR Wealth Advisors
California
$427K +$1.94K +90 +0.5%
PA
442
Pinnacle Associates
New York
$426K -$8.07K -375 -2%
GP
443
Girard Partners
Pennsylvania
$421K
PAA
444
Peregrine Asset Advisers
Oregon
$420K -$225K -10,440 -36%
CCA
445
Checchi Capital Advisers
California
$420K -$74.9K -3,480 -16%
LOAME
446
Lombard Odier Asset Management (Europe)
United Kingdom
$419K
GH
447
GAM Holding
Switzerland
$417K +$405K +18,810 New
VCWA
448
Vanguard Capital Wealth Advisors
Colorado
$416K -$96.8K -4,500 -19%
NFG
449
Next Financial Group
Texas
$415K +$281K +13,065 +232%
CWM
450
CIBC World Markets
New York
$414K -$928K -43,125 -70%

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.