We are live on ! Find out more

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
EWM
476
Empirical Wealth Management
Washington
$351K +$340K +15,825 New
HB
477
Homrich & Berg
Georgia
$350K
ANTB
478
AMG National Trust Bank
Colorado
$349K +$338K +15,735 New
ECM
479
Evergreen Capital Management
Washington
$347K +$337K +15,645 New
BWP
480
Bernardo Wealth Planning
Pennsylvania
$341K +$331K +15,375 New
FTI
481
Fiduciary Trust International
Massachusetts
$339K
PWAG
482
Polaris Wealth Advisory Group
California
$337K +$9.68K +450 +3%
PFS
483
Prospera Financial Services
Texas
$337K +$22.6K +1,050 +7%
Chevy Chase Trust
484
Chevy Chase Trust
Maryland
$335K +$8.07K +375 +3%
AFG
485
Albion Financial Group
Utah
$333K -$489K -22,725 -60%
CWM
486
Centric Wealth Management
Illinois
$333K +$323K +15,000 New
SRC
487
Shufro Rose & Co
New York
$333K +$323K +15,000 New
LWAC
488
Laurel Wealth Advisors (California)
California
$332K -$93.9K -4,365 -23%
CMI
489
Clare Market Investments
Texas
$332K +$322K +14,955 New
AF
490
Allworth Financial
California
$331K +$11.9K +555 +4%
Tudor Investment Corp
491
Tudor Investment Corp
Connecticut
$330K -$158K -7,365 -33%
HPWM
492
Highland Private Wealth Management
Washington
$330K -$10.6K -495 -3%
AIC
493
Argus Investors Counsel
New York
$330K +$40.3K +1,875 +14%
CTC
494
Central Trust Company
Missouri
$328K
AQR Capital Management
495
AQR Capital Management
Connecticut
$321K +$312K +14,490 New
MMA
496
Miracle Mile Advisors
California
$320K +$3.87K +180 +1%
HK
497
Horizon Kinetics
New York
$317K -$135K -6,285 -31%
ML
498
McAdam LLC
Pennsylvania
$316K -$7.1K -330 -2%
SBH
499
Segall Bryant & Hamill
Illinois
$316K +$307K +14,250 New
TAM
500
Trillium Asset Management
Massachusetts
$314K -$283K -13,140 -48%

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.