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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
ATFA
501
All Terrain Financial Advisors
Minnesota
$262K +$274K +12,615 New
STA
502
Summit Trail Advisors
New York
$261K +$256K +11,760 New
SFSIG
503
San Francisco Sentry Investment Group
California
$258K +$74.1K +3,405 +38%
ECM
504
Evergreen Capital Management
Washington
$258K +$271K +12,465 New
BBHC
505
Brown Brothers Harriman & Co
New York
$256K +$18.3K +840 +7%
ACM
506
Alpha Capital Management
Texas
$256K +$38.2K +1,755 +17%
CSS
507
Cubist Systematic Strategies
Connecticut
$255K -$696K -31,995 -72%
AR
508
Advisory Research
Illinois
$253K -$23.8K -1,095 -8%
ODG
509
O'Dell Group
Ohio
$253K
MMA
510
Miracle Mile Advisors
California
$252K +$31K +1,425 +13%
AAM
511
Azzad Asset Management
Virginia
$250K -$11.1K -510 -4%
SMC
512
Smith, Moore & Co
Missouri
$248K -$57.1K -2,625 -18%
ZCA
513
Zeke Capital Advisors
Pennsylvania
$246K +$21.2K +975 +9%
PWLP
514
Prio Wealth Limited Partnership
Massachusetts
$245K
RG
515
Rikoon Group
New Mexico
$244K +$27.7K +1,275 +12%
CWS
516
Cypress Wealth Services
California
$242K +$254K +11,670 New
CYG
517
Clean Yield Group
Vermont
$240K -$45.7K -2,100 -15%
SBIA
518
Sheaff Brock Investment Advisors
Indiana
$240K -$42.4K -1,950 -14%
GAG
519
GM Advisory Group
New York
$240K
PP
520
Patten & Patten
Tennessee
$240K +$251K +11,550 New
SFG
521
SNS Financial Group
Minnesota
$239K +$1.63K +75 +0.7%
HPWM
522
Highland Private Wealth Management
Washington
$238K +$5.87K +270 +2%
IWA
523
Inspirion Wealth Advisors
Illinois
$236K
S
524
SignatureFD
Georgia
$234K -$30K -1,380 -11%
KIG
525
Kessler Investment Group
Indiana
$234K

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.