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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
LIA
501
LS Investment Advisors
Michigan
$150K
AWM
502
Avondale Wealth Management
Texas
$148K
VIA
503
Vantage Investment Advisors
Pennsylvania
$147K +$1.25K +60 +0.7%
PG
504
Proffitt & Goodson
Tennessee
$147K +$173K +8,310 New
PAM
505
Paradigm Asset Management
New York
$146K +$93.7K +4,500 +120%
SWM
506
SeaCrest Wealth Management
New York
$145K +$49.4K +2,370 +41%
SFSIG
507
San Francisco Sentry Investment Group
California
$143K -$55K -2,640 -25%
TC
508
Trilogy Capital
California
$139K -$19.1K -915 -10%
DWM
509
Destination Wealth Management
California
$136K +$97.5K +4,680 +156%
IAS
510
IMA Advisory Services
Colorado
$135K -$96.5K -4,635 -38%
AIA
511
Arcadia Investment Advisors
Idaho
$135K
CL
512
CSS LLC
Illinois
$132K -$3.49M -167,640 -96%
ST
513
Smithfield Trust
Pennsylvania
$132K -$44K -2,115 -22%
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$132K
HNB
515
Huntington National Bank
Ohio
$132K +$2.19K +105 +1%
BAM
516
Belpointe Asset Management
Nevada
$131K +$154K +7,395 New
CFGS
517
Concourse Financial Group Securities
Alabama
$131K +$155K +7,440 New
SSB
518
Sandy Spring Bank
Maryland
$124K -$54.4K -2,610 -27%
APP
519
Avantax Planning Partners
Iowa
$122K +$144K +6,900 New
GAM
520
Gemmer Asset Management
California
$120K -$57.5K -2,760 -29%
ISL
521
Ingalls & Snyder LLC
New York
$114K -$937 -45 -0.7%
EMG
522
ETF Managers Group
New Jersey
$112K +$13.7K +660 +12%
IFAM
523
Institutional & Family Asset Management
Colorado
$111K +$5K +240 +4%
SWA
524
Sutton Wealth Advisors
Florida
$111K
WIM
525
Westside Investment Management
California
$109K +$15.9K +765 +16%

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.