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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
EDRH
451
Edmond de Rothschild Holding
Switzerland
$246K -$176K -8,430 -38%
HSA
452
HBK Sorce Advisory
Pennsylvania
$245K -$315K -15,120 -52%
DC
453
Davenport & Co
Virginia
$244K
WA
454
Wealth Architects
California
$240K +$625 +30 +0.2%
AC
455
Avestar Capital
New York
$240K +$41.9K +2,010 +17%
RGIA
456
Rainier Group Investment Advisory
Washington
$239K +$282K +13,545 New
SAM
457
Silvercrest Asset Management
New York
$238K -$60K -2,880 -18%
SFA
458
Sequoia Financial Advisors
Ohio
$236K -$30.9K -1,485 -10%
IWC
459
Integrated Wealth Concepts
Massachusetts
$236K +$2.81K +135 +1%
SIAP
460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$235K -$1.87K -90 -0.7%
JGC
461
J. Goldman & Co
New York
$231K -$5.75M -275,895 -95%
ATFA
462
All Terrain Financial Advisors
Minnesota
$231K -$11.9K -570 -4%
VFA
463
Voya Financial Advisors
Connecticut
$231K -$6.56K -315 -3%
QC
464
QCM Cayman
Texas
$230K +$271K +13,035 New
AIC
465
Argus Investors Counsel
New York
$229K +$44.7K +2,145 +20%
HCM
466
Hollencrest Capital Management
California
$227K +$253K +12,165 New
CA
467
Calton & Associates
Florida
$222K +$261K +12,555 New
RC
468
RegentAtlantic Capital
New Jersey
$221K -$62.5K -3,000 -19%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$221K -$2.19K -105 -0.8%
SWA
470
SFMG Wealth Advisors
Texas
$216K -$29.4K -1,410 -13%
BCM
471
Bienville Capital Management
New York
$215K
ODG
472
O'Dell Group
Ohio
$215K
AI
473
Accredited Investors
Minnesota
$215K +$53.1K +2,550 +26%
SCG
474
Sonata Capital Group
Washington
$214K -$78.1K -3,750 -24%
AA
475
Apriem Advisors
California
$213K -$827K -39,720 -77%

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.