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929 hedge funds and large institutions have $40.8B invested in Tesla in 2019 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 253 increasing their positions, 250 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 73

121% more funds holding in top 10

Funds holding in top 10: 1942 (+23)

76% more capital invested

Capital invested by funds: $23.1B → $40.8B (+$17.7B)

28% more funds holding

Funds holding: 725929 (+204)

9.3% more ownership

Funds ownership: 803.64%812.94% (+9.3%)

1% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 250

57% less call options, than puts

Call options by funds: $15B | Put options by funds: $35.3B

Holders
929
Holders Change
+204
Holders Change %
+28.14%
% of All Funds
18.3%
Holding in Top 10
42
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+121.05%
% of All Funds
0.83%
New
288
Increased
253
Reduced
250
Closed
73
Calls
$15B
Puts
$35.3B
Net Calls
-$20.3B
Net Calls Change
-$6.81B
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
601
Ameritas Investment Company
Nebraska
$284K -$265K -12,210 -54%
PFG
602
PAX Financial Group
Texas
$280K +$106K +4,890 New
SMC
603
Smith, Moore & Co
Missouri
$279K +$217K +9,990 New
CWM
604
Concentric Wealth Management
California
$279K +$217K +10,005 New
BF
605
BOK Financial
Oklahoma
$279K +$217K +10,020 New
ACA
606
Affinity Capital Advisors
California
$278K +$216K +9,960 New
LOAMS
607
Lombard Odier Asset Management (Switzerland)
Switzerland
$277K +$215K +9,915 New
WSFS
608
Wilmington Savings Fund Society
Delaware
$277K +$216K +9,945 New
FI
609
FormulaFolio Investments
Michigan
$276K +$214K +9,885 New
PCMC
610
Private Capital Management (Colorado)
Colorado
$274K
SMFS
611
Squar Milner Financial Services
California
$271K -$1.47M -67,875 -87%
WP
612
WealthPLAN Partners
Nebraska
$269K +$114K +5,250 New
CA
613
Calton & Associates
Florida
$269K +$209K +9,630 New
WTB
614
Washington Trust Bank
Washington
$269K +$209K +9,630 New
FFG
615
Frisch Financial Group
New York
$269K +$210K +9,660 New
LWA
616
Lineweaver Wealth Advisors
Ohio
$268K +$209K +9,615 New
Chevy Chase Trust
617
Chevy Chase Trust
Maryland
$267K +$208K +9,585 New
RJT
618
Raymond James Trust
Florida
$265K +$207K +9,525 New
PSUF
619
People's United Financial
Connecticut
$260K +$202K +9,330 New
KPW
620
Kore Private Wealth
New York
$258K +$201K +9,255 New
Fisher Asset Management
621
Fisher Asset Management
Washington
$257K +$200K +9,210 New
CWM
622
Concentrum Wealth Management
California
$256K +$199K +9,195 New
CA
623
Claro Advisors
Massachusetts
$255K +$198K +9,150 New
Acadian Asset Management
624
Acadian Asset Management
Massachusetts
$254K +$198K +9,120 New
NFG
625
Nadler Financial Group
Illinois
$252K +$196K +9,045 New

TSLA Hedge Fund Activity: Q4 2019 in Review

929 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2019, worth a combined $40.8B — up 76% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new TSLA positions and 73 closed out — a net gain of 215 holders — while 253 added to existing stakes and 250 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.06B. The largest seller was Public Investment Fund, cutting an estimated $2.68B.

  • 929 institutional investors held Tesla (TSLA) as of Q4 2019, up from 725 in Q3 2019.
  • Funds reported $40.8B of Tesla stock for Q4 2019, up 76% quarter-over-quarter.
  • 288 funds opened new Tesla positions in Q4 2019 and 73 closed out, a net change of +215 holders.
  • The largest Tesla buyer in Q4 2019 was Renaissance Technologies, an estimated $1.06B added.
  • The largest Tesla seller in Q4 2019 was Public Investment Fund, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2019.