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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
ME
651
McIlrath & Eck
Washington
$14K +$625 +30 +4%
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$1.25K +60 +9%
CCMW
653
Cypress Capital Management (Wyoming)
Wyoming
$13K -$62.5K -3,000 -80%
MSA
654
Marino Stram & Associates
Massachusetts
$13K -$31.2K -1,500 -67%
BAM
655
Barrett Asset Management
New York
$13K
OC
656
Oakworth Capital
Alabama
$13K
PCFFS
657
Pacific Center for Financial Services
California
$13K
SNT
658
Security National Trust
West Virginia
$13K
PRS
659
Pinkerton Retirement Specialists
Idaho
$12K -$5.94K -285 -30%
AWMS
660
Advocacy Wealth Management Services
Georgia
$12K
SFPIA
661
Stevens First Principles Investment Advisors
California
$12K
PAI
662
Pittenger & Anderson Inc
Nebraska
$11K -$87.5K -4,200 -88%
TVWM
663
Tower View Wealth Management
Wisconsin
$11K -$53.7K -2,580 -81%
BFC
664
Bedel Financial Consulting
Indiana
$11K -$18.4K -885 -58%
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$11K -$17.5K -840 -58%
HI
666
Hudock Inc
Pennsylvania
$11K
PFBT
667
Parkside Financial Bank & Trust
Missouri
$11K
RCC
668
Red Cedar Capital
Nebraska
$11K
FFW
669
Fusion Family Wealth
New York
$11K +$3.44K +165 +37%
ClearBridge Investments
670
ClearBridge Investments
New York
$11K +$5.94K +285 +79%
SWMG
671
Signature Wealth Management Group
Georgia
$11K +$6.56K +315 +162%
CFG
672
CKW Financial Group
Hawaii
$10K
BCI
673
Brinker Capital Investments
Pennsylvania
$9K
NC
674
NewSquare Capital
Pennsylvania
$9K
APSP
675
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$3.12K +150 +67%

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.