We are live on ! Find out more

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
HK
451
Horizon Kinetics
New York
$368K +$42.1K +1,935 +12%
AW
452
ACG Wealth
Georgia
$367K -$131K -6,015 -25%
BFO
453
Boston Family Office
Massachusetts
$363K +$19.6K +900 +5%
ED
454
Exane Derivatives
France
$362K -$363K -16,695 -49%
SAM
455
Silvercrest Asset Management
New York
$359K
Holocene Advisors
456
Holocene Advisors
New York
$353K +$370K +17,025 New
Schroder Investment Management Group
457
Schroder Investment Management Group
United Kingdom
$352K -$131K -6,045 -26%
APA
458
American Portfolios Advisors
New York
$350K +$367K +16,875 New
IAA
459
Independent Advisor Alliance
North Carolina
$347K +$42.4K +1,950 +14%
GG
460
Gofen & Glossberg
Illinois
$346K +$65.3K +3,000 +22%
FT
461
Fiduciary Trust
Massachusetts
$343K -$17.3K -795 -5%
NIMI
462
Natixis Investment Managers International
France
$342K -$1.36M -62,310 -79%
Fisher Asset Management
463
Fisher Asset Management
Washington
$338K +$106K +4,875 +43%
CS
464
Cannell & Spears
New York
$336K
AF
465
Allworth Financial
California
$334K +$23.8K +1,095 +7%
SBWM
466
Sunflower Bank Wealth Management
Arizona
$330K +$346K +15,900 New
SFA
467
Sequoia Financial Advisors
Ohio
$323K -$979 -45 -0.3%
FTI
468
Fiduciary Trust International
Massachusetts
$318K
PCA
469
Private Capital Advisors
Connecticut
$318K +$333K +15,300 New
ECM
470
ETrade Capital Management
Virginia
$316K +$66.2K +3,045 +25%
RWA
471
Ropes Wealth Advisors
Massachusetts
$315K
BF
472
BOK Financial
Oklahoma
$312K -$34.3K -1,575 -9%
LSA
473
L & S Advisors
California
$312K
W
474
Wealthfront
California
$311K +$10.4K +480 +3%
MAM
475
Mark Asset Management
New York
$311K +$326K +15,000 New

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.