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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
SGCA
526
Steel Grove Capital Advisors
Tennessee
$234K
Hudson Bay Capital Management
527
Hudson Bay Capital Management
Connecticut
$234K +$245K +11,250 New
BAM
528
Belpointe Asset Management
Nevada
$233K +$9.79K +450 +4%
BO
529
Bach Option
Hong Kong
$233K +$244K +11,220 New
QC
530
QCM Cayman
Texas
$231K +$242K +11,115 New
SCA
531
STALEY CAPITAL ADVISERS
Pennsylvania
$227K
4IG
532
440 Investment Group
Kansas
$227K +$238K +10,950 New
NFG
533
Nations Financial Group
Iowa
$226K -$12.4K -570 -5%
SBSB
534
Sullivan, Bruyette, Speros & Blaney
Virginia
$226K -$1.96K -90 -0.8%
QI
535
QS Investors
New York
$226K
VCP
536
Vista Capital Partners
Oregon
$226K
FFSOTS
537
Fiduciary Financial Services of The Southwest
Texas
$225K
PP
538
Prudential plc
United Kingdom
$224K
IC
539
Inverness Counsel
New York
$223K
SCM
540
Sterling Capital Management
North Carolina
$223K +$8.81K +405 +4%
AFNAS
541
American Financial Network Advisory Services
California
$221K +$34.3K +1,575 +17%
NFG
542
Next Financial Group
Texas
$219K -$130K -5,955 -36%
FMLI
543
Fukoku Mutual Life Insurance
Japan
$218K
TSS
544
Two Sigma Securities
New York
$218K +$228K +10,485 New
FA
545
FCG Advisors
New Jersey
$217K +$1.63K +75 +0.7%
ZIC
546
ZWJ Investment Counsel
Georgia
$217K +$3.26K +150 +1%
NCM
547
Noesis Capital Mangement
Florida
$217K +$227K +10,455 New
BLAM
548
Bourne Lent Asset Management
New York
$215K
Truist Financial
549
Truist Financial
North Carolina
$215K +$14.7K +675 +7%
SF
550
Synovus Financial
Georgia
$215K +$227K +10,440 New

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.