We are live on ! Find out more

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
PG
601
Patten Group
Tennessee
$106K -$81.6K -3,750 -42%
PAI
602
Pittenger & Anderson Inc
Nebraska
$106K +$13.1K +600 +13%
GWS
603
Glassman Wealth Services
Virginia
$104K +$979 +45 +0.9%
PWM
604
Perigon Wealth Management
California
$103K -$840K -38,640 -89%
WA
605
Winfield Associates
Ohio
$102K
TL
606
TrueWealth LLC
Georgia
$102K +$106K +4,890 New
PS
607
Portfolio Solutions
Michigan
$98K +$103K +4,740 New
MCM
608
McKinley Capital Management
Alaska
$97K
CA
609
Calton & Associates
Florida
$96K +$89.7K +4,125 New
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$94K +$3.26K +150 +3%
CT
611
CPF Texas
Texas
$93K +$97.9K +4,500 New
SBL
612
Sargent Bickham Lagudis
Colorado
$92K
FANJ
613
Financial Architects (New Jersey)
New Jersey
$86K -$59.4K -2,730 -40%
VNA
614
Valley National Advisers
Pennsylvania
$83K
AWM
615
Aevitas Wealth Management
Massachusetts
$82K +$86.1K +3,960 New
CLM
616
ClearBridge LLC (Maryland)
Maryland
$81K
PFO
617
Pathstone Family Office
New Jersey
$78K -$65.3K -3,000 -44%
QCG
618
Quadrant Capital Group
Ohio
$78K -$10.4K -480 -10%
PAM
619
Paradigm Asset Management
New York
$77.8K -$97.9K -4,500 -55%
PA
620
Perennial Advisors
New York
$77K +$37.5K +1,725 +86%
FMP
621
Financial Management Professionals
Texas
$76K -$111K -5,100 -58%
WA
622
WealthTrust-Arizona
Arizona
$73K -$4.57K -210 -6%
GRP
623
Global Retirement Partners
California
$73K
FAM
624
Formidable Asset Management
Ohio
$72K -$379K -17,415 -99%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$72K -$32.6K -1,500 -30%

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.