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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
KAS
651
Kemnay Advisory Services
New York
$47K
MSA
652
Marino Stram & Associates
Massachusetts
$47K +$48.9K +2,250 New
GFP
653
Gryphon Financial Partners
Ohio
$47K +$49.3K +2,265 New
POIA
654
Pin Oak Investment Advisors
Texas
$46K +$48.6K +2,235 New
TCM
655
Tradewinds Capital Management
Washington
$43K
RFM
656
Royal Fund Management
Florida
$41K +$4.89K +225 +13%
FGC
657
Financial Gravity Companies
Texas
$41K +$37.5K +1,725 New
SJIM
658
St. Johns Investment Management
Florida
$40K
BWM
659
Baystate Wealth Management
Massachusetts
$39K +$35.9K +1,650 New
RFWA
660
RPg Family Wealth Advisory
Massachusetts
$37.7K
1832 Asset Management
661
1832 Asset Management
Ontario, Canada
$36K +$37.5K +1,725 New
CAPTRUST Financial Advisors
662
CAPTRUST Financial Advisors
North Carolina
$36K +$37.5K +1,725 New
MGIA
663
Moneta Group Investment Advisors
Missouri
$36K +$37.5K +1,725 New
SMG
664
Spectrum Management Group
Indiana
$35K
GSC
665
G&S Capital
Colorado
$35K +$37.2K +1,710 New
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$31.1K
TI
667
Turner Investments
Pennsylvania
$31K -$427K -19,650 -93%
OFW
668
Omnia Family Wealth
Florida
$31K -$9.13K -420 -22%
LNB
669
Ledyard National Bank
$31K
LWA
670
Lenox Wealth Advisors
New York
$31K
RFS
671
Rockefeller Financial Services
New York
$31K
TCM
672
TD Capital Management
Tennessee
$31K
TC
673
Trust Company
Kansas
$31K
WC
674
Whitnell & Co
Illinois
$31K
PSC
675
Prentiss Smith & Co
Vermont
$31K +$21.2K +975 +186%

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.