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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
WJA
576
Williams Jones & Associates
New York
$221K +$214K +9,945 New
FFG
577
Frisch Financial Group
New York
$220K +$213K +9,915 New
ET
578
Equitable Trust
Tennessee
$219K +$212K +9,870 New
OC
579
Oarsman Capital
Wisconsin
$217K +$211K +9,795 New
WTB
580
Washington Trust Bank
Washington
$214K
Los Angeles Capital Management
581
Los Angeles Capital Management
California
$214K +$207K +9,645 New
TCOV
582
Trust Company of Vermont
Vermont
$213K -$347K -16,140 -63%
BFG
583
Barber Financial Group
Kansas
$209K +$202K +9,405 New
APA
584
American Portfolios Advisors
New York
$207K +$98.4K +4,575 +96%
OAM
585
Occidental Asset Management
California
$207K +$200K +9,315 New
PWP
586
Principle Wealth Partners
Connecticut
$207K +$200K +9,315 New
MWM
587
Meridian Wealth Management
Kentucky
$206K +$200K +9,300 New
MA
588
Mutual Advisors
Nebraska
$204K +$198K +9,195 New
CANY
589
Caxton Associates (New York)
New York
$203K -$1.09M -50,835 -85%
CWM
590
Concentrum Wealth Management
California
$203K +$197K +9,165 New
SCG
591
Sonata Capital Group
Washington
$202K -$64.5K -3,000 -25%
FMLI
592
Fukoku Mutual Life Insurance
Japan
$200K
EMG
593
Ellington Management Group
Connecticut
$200K +$194K +9,000 New
AWM
594
Avondale Wealth Management
Texas
$186K
PG
595
Proffitt & Goodson
Tennessee
$184K
BFEC
596
Benjamin F. Edwards & Company
Missouri
$182K -$93.6K -4,350 -35%
SFSIG
597
San Francisco Sentry Investment Group
California
$178K -$2.26K -105 -1%
HNB
598
Huntington National Bank
Ohio
$171K +$5.81K +270 +4%
AIA
599
Arcadia Investment Advisors
Idaho
$169K
IAS
600
IMA Advisory Services
Colorado
$169K

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.