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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
LWA
601
Lenox Wealth Advisors
New York
$26K
PG
602
Patten Group
Tennessee
$26K
Rockefeller Capital Management
603
Rockefeller Capital Management
New York
$26K
TCM
604
TD Capital Management
Tennessee
$26K
TC
605
Trust Company
Kansas
$26K
WC
606
Whitnell & Co
Illinois
$26K
FHB
607
First Hawaiian Bank
Hawaii
$26K +$31.2K +1,500 New
LWM
608
Lenox Wealth Management
Ohio
$25K -$93.4K -4,485 -76%
MFW
609
Mosaic Family Wealth
Missouri
$25K
MA
610
MUFG Americas
New York
$24K +$27.8K +1,335 New
TC
611
Truvestments Capital
Florida
$24K +$28.1K +1,350 New
BC
612
Bartlett & Co
Ohio
$23K
LFA
613
Legacy Financial Advisors
Kentucky
$23K
BCWM
614
Bartlett & Co Wealth Management
Ohio
$22.5K
PCA
615
Peddock Capital Advisors
Massachusetts
$22K
SMFS
616
Squar Milner Financial Services
California
$21K -$375K -18,000 -94%
FCB
617
First Command Bank
Texas
$21K -$51.2K -2,460 -67%
FCFS
618
First Command Financial Services
Texas
$21K -$51.2K -2,460 -67%
PA
619
Perennial Advisors
New York
$21K -$29.1K -1,395 -54%
ZB
620
Zions Bancorporation
Utah
$21K -$312 -15 -1%
FPS
621
Fieldpoint Private Securities
Connecticut
$21K
HS
622
Horan Securities
United States
$21K
NCM
623
Nelson Capital Management
California
$21K +$3.12K +150 +14%
CLM
624
ClearBridge LLC (Maryland)
Maryland
$20K -$5.94K -285 -20%
MMG
625
Monetary Management Group
Missouri
$20K

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.