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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
MCM
651
MV Capital Management
Maryland
$67K
IC
652
Inscription Capital
Texas
$67K +$64.5K +3,000 New
OIA
653
OneDigital Investment Advisors
Kansas
$66K +$63.9K +2,970 New
AA
654
AlphaMark Advisors
Kentucky
$65K -$9.68K -450 -13%
PCP
655
Proficio Capital Partners
Massachusetts
$65K +$1.29K +60 +2%
VNA
656
Valley National Advisers
Pennsylvania
$63K
CB
657
CNB Bank
Pennsylvania
$63K +$61K +2,835 New
MIM
658
MetLife Investment Management
New Jersey
$62.6K +$323 +15 +0.5%
GSC
659
G&S Capital
Colorado
$62K +$60.3K +2,805 New
WAS
660
Winch Advisory Services
Wisconsin
$60K -$49.4K -2,295 -46%
RFA
661
Reilly Financial Advisors
California
$59K +$4.84K +225 +9%
Bessemer Group
662
Bessemer Group
New Jersey
$58K +$56.8K +2,640 New
1832 Asset Management
663
1832 Asset Management
Ontario, Canada
$55K
AWM
664
Avior Wealth Management
Nebraska
$55K
ARMC
665
American Research & Management Company
Massachusetts
$54K
ClearBridge Investments
666
ClearBridge Investments
New York
$54K +$38.7K +1,800 +279%
RWG
667
Regal Wealth Group
California
$53K
LWM
668
Lenox Wealth Management
Ohio
$53K +$20.3K +945 +66%
PFO
669
Pathstone Family Office
New Jersey
$52K -$4.84K -225 -9%
IF
670
Ironwood Financial
Arizona
$52K
KAS
671
Kemnay Advisory Services
New York
$50K
PAM
672
Paradigm Asset Management
New York
$49.9K -$129K -6,000 -73%
PFGIA
673
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$32.3K -1,500 -40%
WCM
674
WealthBridge Capital Management
Ohio
$49K +$47.4K +2,205 New
CCMW
675
Cypress Capital Management (Wyoming)
Wyoming
$47K +$29.7K +1,380 +184%

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.