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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
KAS
576
Kemnay Advisory Services
New York
$40K
AWM
577
Aevitas Wealth Management
Massachusetts
$40K +$8.75K +420 +23%
JG
578
Jefferies Group
New York
$40K +$20K +960 +74%
JCM
579
Jacobi Capital Management
Pennsylvania
$39K -$56.9K -2,730 -55%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$38K -$10.9K -525 -20%
CWA
581
Clarus Wealth Advisors
Arizona
$38K +$13.7K +660 +44%
TCM
582
Tradewinds Capital Management
Washington
$37K
RFM
583
Royal Fund Management
Florida
$37K +$5.94K +285 +16%
CBT
584
Capital Bank & Trust
California
$37K +$31.6K +1,515 +266%
WA
585
WP Advisors
California
$36K
AOWM
586
Alpha Omega Wealth Management
Virginia
$35K
JFA
587
JNBA Financial Advisors
Minnesota
$35K +$26.6K +1,275 +173%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$34K -$31.2K -1,500 -43%
VCM
589
Vigilant Capital Management
Maine
$34K +$625 +30 +2%
LA
590
Legacy Advisors
Pennsylvania
$33K +$14.1K +675 +58%
RFWA
591
RPg Family Wealth Advisory
Massachusetts
$32K
WF
592
WealthTrust Fairport
Ohio
$32K
FPFS
593
First Personal Financial Services
North Carolina
$31K +$13.7K +660 +61%
SIM
594
Sonora Investment Management
Arizona
$30K
SMG
595
Spectrum Management Group
Indiana
$30K
SFSG
596
Stearns Financial Services Group
North Carolina
$30K +$35.9K +1,725 New
PCG
597
Private Capital Group
Connecticut
$27K -$6.25K -300 -16%
NCM
598
Northstar Capital Management
New York
$26K -$27.5K -1,320 -47%
NCM
599
New Capital Management
Texas
$26K -$3.44K -165 -10%
LNB
600
Ledyard National Bank
$26K

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.