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929 hedge funds and large institutions have $40.8B invested in Tesla in 2019 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 253 increasing their positions, 250 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 73

121% more funds holding in top 10

Funds holding in top 10: 1942 (+23)

76% more capital invested

Capital invested by funds: $23.1B → $40.8B (+$17.7B)

28% more funds holding

Funds holding: 725929 (+204)

9.3% more ownership

Funds ownership: 803.64%812.94% (+9.3%)

1% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 250

57% less call options, than puts

Call options by funds: $15B | Put options by funds: $35.3B

Holders
929
Holders Change
+204
Holders Change %
+28.14%
% of All Funds
18.3%
Holding in Top 10
42
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+121.05%
% of All Funds
0.83%
New
288
Increased
253
Reduced
250
Closed
73
Calls
$15B
Puts
$35.3B
Net Calls
-$20.3B
Net Calls Change
-$6.81B
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
476
Avidian Wealth Enterprises
Texas
$492K -$244K -11,250 -39%
PWP
477
Principle Wealth Partners
Connecticut
$490K
TRAM
478
Tuscan Ridge Asset Management
Illinois
$482K +$375K +17,265 New
LWM
479
Liberty Wealth Management
California
$481K -$30.3K -1,395 -7%
AIM
480
Axiom Investment Management
New York
$481K +$374K +17,250 New
JWCA
481
J.W. Cole Advisors
Florida
$480K +$373K +17,190 New
HWA
482
HCR Wealth Advisors
California
$472K -$52.1K -2,400 -12%
CCM
483
Covington Capital Management
California
$471K -$16.3K -750 -4%
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$470K +$369K +16,995 New
BRWA
485
B. Riley Wealth Advisors
Florida
$469K +$36.4K +1,680 +11%
SI
486
Stephens Inc
Arkansas
$469K +$365K +16,830 New
DIM
487
DC Investments Management
Virginia
$467K -$64.4K -2,970 -15%
SRC
488
Shufro Rose & Co
New York
$466K
IUHSA
489
Itau Unibanco Holding S.A.
Brazil
$463K -$309K -14,265 -46%
HC
490
HNP Capital
New York
$457K
MPW
491
Monterey Private Wealth
California
$453K +$352K +16,245 New
MAFM
492
Mid Atlantic Financial Management
Pennsylvania
$451K -$542K -24,975 -61%
CFGS
493
Concourse Financial Group Securities
Alabama
$451K +$159K +7,320 +83%
JIM
494
Jupiter Investment Management
United Kingdom
$450K +$350K +16,155 New
HW
495
Hamilton Wealth
California
$445K -$165K -7,620 -32%
HSA
496
HBK Sorce Advisory
Pennsylvania
$443K -$8.46K -390 -2%
AWM
497
Avondale Wealth Management
Texas
$443K
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$442K -$324K -14,925 -49%
HA
499
H2O AM
United Kingdom
$441K
ANTB
500
AMG National Trust Bank
Colorado
$439K

TSLA Hedge Fund Activity: Q4 2019 in Review

929 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2019, worth a combined $40.8B — up 76% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new TSLA positions and 73 closed out — a net gain of 215 holders — while 253 added to existing stakes and 250 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.06B. The largest seller was Public Investment Fund, cutting an estimated $2.68B.

  • 929 institutional investors held Tesla (TSLA) as of Q4 2019, up from 725 in Q3 2019.
  • Funds reported $40.8B of Tesla stock for Q4 2019, up 76% quarter-over-quarter.
  • 288 funds opened new Tesla positions in Q4 2019 and 73 closed out, a net change of +215 holders.
  • The largest Tesla buyer in Q4 2019 was Renaissance Technologies, an estimated $1.06B added.
  • The largest Tesla seller in Q4 2019 was Public Investment Fund, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2019.