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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
SAM
501
Silvercrest Asset Management
New York
$314K +$13.9K +645 +5%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$310K -$106K -4,950 -26%
EDRH
503
Edmond de Rothschild Holding
Switzerland
$310K
WA
504
Wealth Architects
California
$307K +$5.81K +270 +2%
HSA
505
HBK Sorce Advisory
Pennsylvania
$306K -$2.9K -135 -1%
SFA
506
Sequoia Financial Advisors
Ohio
$303K +$6.13K +285 +2%
DC
507
Davenport & Co
Virginia
$302K -$4.84K -225 -2%
SIAP
508
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$6.45K +300 +2%
HR
509
Hayden Royal
North Carolina
$302K +$292K +13,590 New
AC
510
Avestar Capital
New York
$301K
RGIA
511
Rainier Group Investment Advisory
Washington
$301K
SAM
512
SP Asset Management
California
$299K
VRM
513
Vectors Research Management
New York
$299K
WCM
514
Weld Capital Management
New York
$295K +$286K +13,275 New
RC
515
RegentAtlantic Capital
New Jersey
$293K +$14.5K +675 +5%
LWM
516
Liberty Wealth Management
California
$292K +$283K +13,170 New
AI
517
Accredited Investors
Minnesota
$291K +$19.7K +915 +8%
IIA
518
IPG Investment Advisors
California
$287K -$272K -12,645 -49%
DAS
519
Dynamic Advisor Solutions
Arizona
$284K +$308K +14,340 New
AP
520
Appleton Partners
Massachusetts
$283K -$32.3K -1,500 -11%
AAM
521
Azzad Asset Management
Virginia
$277K -$178K -8,265 -40%
PWLP
522
Prio Wealth Limited Partnership
Massachusetts
$276K +$268K +12,450 New
HCM
523
Hollencrest Capital Management
California
$275K +$4.84K +225 +2%
KWMG
524
King Wealth Management Group
Florida
$275K +$266K +12,375 New
BCM
525
Bienville Capital Management
New York
$271K

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.