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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
PAMU
626
Pictet Asset Management (UK)
United Kingdom
$107K +$15.2M +708,315 +17%
QCG
627
Quadrant Capital Group
Ohio
$105K +$27.7K +1,290 +30%
CMBA
628
C.M. Bidwell & Associates
Hawaii
$105K +$102K +4,725 New
EWM
629
Executive Wealth Management
Michigan
$103K +$99.4K +4,620 New
FHB
630
First Hawaiian Bank
Hawaii
$102K +$66.1K +3,075 +205%
IFAM
631
Institutional & Family Asset Management
Colorado
$101K -$37.4K -1,740 -28%
YWP
632
YorkBridge Wealth Partners
New York
$101K
GRP
633
Global Retirement Partners
California
$96K -$254K -11,805 -73%
FMP
634
Financial Management Professionals
Texas
$95K +$3.23K +150 +4%
BCA
635
Berman Capital Advisors
Georgia
$92K +$90.3K +4,200 New
SFFS
636
Stonehage Fleming Financial Services
Jersey
$90K +$19K +885 +28%
NSIM
637
North Star Investment Management
Illinois
$88K -$32.3K -1,500 -27%
JWM
638
Janiczek Wealth Management
Colorado
$86K
EWM
639
Edge Wealth Management
New York
$84K -$32.6K -1,515 -29%
NL
640
NVWM LLC
Pennsylvania
$84K -$6.45K -300 -7%
BDS
641
Banco de Sabadell
Florida
$82K -$131K -6,075 -62%
BAM
642
Bruderman Asset Management
New York
$82K +$30.7K +1,425 +63%
WA
643
WealthTrust-Arizona
Arizona
$78K
SGS
644
Sterling Global Strategies
California
$77.5K +$75.2K +3,495 New
SBL
645
Sargent Bickham Lagudis
Colorado
$74K -$8.71K -405 -11%
FC
646
Ferris Capital
Massachusetts
$72K
CFA
647
Carroll Financial Associates
North Carolina
$69K -$4.84K -225 -7%
ATC
648
Adirondack Trust Company
New York
$68K -$14.5K -675 -18%
LFG
649
Larson Financial Group
Missouri
$68K +$65.5K +3,045 New
EWM
650
Endurance Wealth Management
Rhode Island
$67K

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.