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
MWM
476
Merriman Wealth Management
Washington
$306K +$47.3K +2,175 +17%
WG
477
Winton Group
United Kingdom
$305K -$79.3K -3,645 -20%
SW
478
SVB Wealth
Massachusetts
$303K -$31.6K -1,455 -9%
ML
479
McAdam LLC
Pennsylvania
$300K
HA
480
Harfst & Associates
Wyoming
$299K
WA
481
Wealth Architects
California
$296K +$1.3K +60 +0.4%
FRM
482
Fox Run Management
Connecticut
$290K +$10.4K +480 +4%
EWA
483
EP Wealth Advisors
California
$287K -$35.9K -1,650 -11%
ATIA
484
American Trust Investment Advisors
New Hampshire
$287K
AAM
485
Advisors Asset Management
Colorado
$286K +$7.5K +345 +3%
IWC
486
Integrated Wealth Concepts
Massachusetts
$286K +$277K +12,735 New
SWP
487
Strategic Wealth Partners
Ohio
$283K +$304K +13,980 New
DC
488
Davenport & Co
Virginia
$282K +$16.3K +750 +6%
CG
489
Caprock Group
Idaho
$279K -$23.5K -1,080 -8%
Envestnet Asset Management
490
Envestnet Asset Management
Illinois
$279K +$50.6K +2,325 +21%
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K +$13.1K +600 +5%
NIM
492
Northeast Investment Management
Massachusetts
$277K +$14K +645 +5%
SWM
493
SeaCrest Wealth Management
New York
$275K +$288K +13,245 New
VIA
494
Vident Investment Advisory
Georgia
$274K -$49.9K -2,295 -15%
AP
495
Appleton Partners
Massachusetts
$274K +$287K +13,215 New
FPCP
496
Fort Point Capital Partners
California
$273K
SFP
497
Shepherd Financial Partners
Massachusetts
$272K +$286K +13,140 New
CFA
498
Capstone Financial Advisors
Illinois
$271K -$80.6K -3,705 -22%
MOS
499
MGO One Seven
Ohio
$265K +$277K +12,750 New
BDS
500
Banco de Sabadell
Florida
$265K +$278K +12,780 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.