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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
EMG
626
ETF Managers Group
New Jersey
$70K +$9.79K +450 +16%
TVWM
627
Tower View Wealth Management
Wisconsin
$66K +$69.2K +3,180 New
AIM
628
Advantage Investment Management
Iowa
$64K -$8.81K -405 -12%
PCP
629
Proficio Capital Partners
Massachusetts
$63K -$9.13K -420 -12%
MCM
630
MV Capital Management
Maryland
$62K
Carson Wealth (CWM LLC)
631
Carson Wealth (CWM LLC)
Nebraska
$61K
ATC
632
Adirondack Trust Company
New York
$60K
KF
633
Krilogy Financial
Missouri
$60K
NCM
634
Northstar Capital Management
New York
$59K +$61.3K +2,820 New
PFBT
635
Parkside Financial Bank & Trust
Missouri
$59K +$62K +2,850 New
BCP
636
Blackhawk Capital Partners
Wisconsin
$58K +$61K +2,805 New
JCM
637
Jacobi Capital Management
Pennsylvania
$57K
TWA
638
TCI Wealth Advisors
Arizona
$55K +$326 +15 +0.6%
SIM
639
Sonora Investment Management
Arizona
$54.5K
AA
640
AlphaMark Advisors
Kentucky
$54K
AWM
641
Avior Wealth Management
Nebraska
$52K +$43.1K +1,980 +388%
ARMC
642
American Research & Management Company
Massachusetts
$51K -$326 -15 -0.6%
AOWM
643
Alpha Omega Wealth Management
Virginia
$51K
EFSCE
644
Enterprise Financial Services Corp (EFSC)
Missouri
$50K
FRA
645
Front Row Advisors
California
$50K +$52.2K +2,400 New
GBBWRPM
646
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$49K -$9.79K -450 -18%
CHP
647
Cable Hill Partners
Oregon
$49K
RWG
648
Regal Wealth Group
California
$49K
WEC
649
Winslow Evans & Crocker
Massachusetts
$48.3K +$34.6K +1,590 +212%
CFA
650
Camarda Financial Advisors
Florida
$47K

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.