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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
AA
551
AlphaMark Advisors
Kentucky
$60K
CFA
552
Carroll Financial Associates
North Carolina
$58K
TWA
553
TCI Wealth Advisors
Arizona
$58K +$5.94K +285 +10%
FC
554
Ferris Capital
Massachusetts
$57K
MPIA
555
Mountain Pacific Investment Advisers
Idaho
$57K +$66.9K +3,210 New
SFFS
556
Stonehage Fleming Financial Services
Jersey
$56K
SCM
557
Southport Capital Management
Tennessee
$55K +$64.4K +3,090 New
WWMSC
558
Wagner Wealth Management (South Carolina)
South Carolina
$53K -$40.9K -1,965 -40%
EWM
559
Endurance Wealth Management
Rhode Island
$53K
MCM
560
MV Capital Management
Maryland
$53K
MWPCG
561
Measured Wealth Private Client Group
New Hampshire
$53K +$62.8K +3,015 New
DWA
562
Divergent Wealth Advisors
Utah
$52K -$125K -6,000 -67%
VNA
563
Valley National Advisers
Pennsylvania
$50K -$24.1K -1,155 -29%
PCP
564
Proficio Capital Partners
Massachusetts
$50K -$14.1K -675 -19%
MYIA
565
Mount Yale Investment Advisors
Colorado
$50K +$3.75K +180 +9%
MIM
566
MetLife Investment Management
New Jersey
$49.5K +$58.4K +2,805 New
PFO
567
Pathstone Family Office
New Jersey
$45K -$25K -1,200 -32%
1832 Asset Management
568
1832 Asset Management
Ontario, Canada
$44K
AWM
569
Avior Wealth Management
Nebraska
$44K
RFA
570
Reilly Financial Advisors
California
$43K -$5.94K -285 -11%
ARMC
571
American Research & Management Company
Massachusetts
$43K
RWG
572
Regal Wealth Group
California
$42K
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$41K
IF
574
Ironwood Financial
Arizona
$41K +$31.2K +1,500 +179%
BAM
575
Bruderman Asset Management
New York
$40K

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.