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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
AIM
551
Anchor Investment Management
South Carolina
$214K +$201K +9,255 +881%
DII
552
Domini Impact Investments
New York
$213K -$155K -7,140 -41%
PG
553
Proffitt & Goodson
Tennessee
$212K -$173K -7,950 -44%
OA
554
Opes Advisors
California
$212K +$222K +10,200 New
CF
555
Centaurus Financial
California
$212K +$223K +10,230 New
MFS
556
Madrona Financial Services
Washington
$211K
OIA
557
OneDigital Investment Advisors
Kansas
$210K -$5.55K -255 -2%
NSAM
558
North Star Asset Management
Wisconsin
$209K -$13.1K -600 -6%
WTB
559
Washington Trust Bank
Washington
$209K +$1.3K +60 +0.6%
WJA
560
Williams Jones & Associates
New York
$208K +$979 +45 +0.5%
AWM
561
AE Wealth Management
Kansas
$207K -$28.4K -1,305 -12%
VCM
562
Vivaldi Capital Management
Illinois
$206K -$979 -45 -0.5%
BA
563
Bristlecone Advisors
Washington
$205K -$27.4K -1,260 -11%
DBT
564
Dubuque Bank & Trust
Iowa
$204K -$2.06M -94,905 -91%
OC
565
Oarsman Capital
Wisconsin
$204K -$14.4K -660 -6%
ZIG
566
Zuckerman Investment Group
Illinois
$204K
FA
567
FDx Advisors
Illinois
$203K +$212K +9,765 New
KJWM
568
Kiley Juergens Wealth Management
Washington
$202K +$212K +9,750 New
SWA
569
SFMG Wealth Advisors
Texas
$201K
Los Angeles Capital Management
570
Los Angeles Capital Management
California
$200K
AIA
571
Arcadia Investment Advisors
Idaho
$191K +$200K +9,210 New
GAM
572
Gemmer Asset Management
California
$190K +$3.26K +150 +2%
CFIC
573
City Financial Investment Company
United Kingdom
$186K +$196K +9,000 New
SSB
574
Sandy Spring Bank
Maryland
$182K +$14.4K +660 +8%
AWM
575
Avondale Wealth Management
Texas
$174K +$183K +8,400 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.