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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
FFG
676
Ford Financial Group
California
$31K +$30.3K +1,395 New
WAS
677
WESPAC Advisors SoCal
California
$31K +$32.6K +1,500 New
WCAMG
678
Woodard & Company Asset Management Group
North Carolina
$31K +$32.6K +1,500 New
NCM
679
New Capital Management
Texas
$29K
AW
680
Alpha Windward
Massachusetts
$29K +$2.94K +135 +11%
BCM
681
Blume Capital Management
California
$28K +$3.26K +150 +12%
JFGIW
682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
HS
683
Horan Securities
United States
$27K +$17.6K +810 +208%
HFP
684
Holistic Financial Partners
Indiana
$27K +$28.1K +1,290 New
LFA
685
Legacy Financial Advisors
Kentucky
$27K +$28.4K +1,305 New
ZB
686
Zions Bancorporation
Utah
$26K -$1.63K -75 -6%
BC
687
Bartlett & Co
Ohio
$26K
PCA
688
Peddock Capital Advisors
Massachusetts
$26K
LA
689
Legacy Advisors
Pennsylvania
$26K +$1.96K +90 +8%
JG
690
Jefferies Group
New York
$25K -$800K -36,780 -97%
LWA
691
Lowe Wealth Advisors
Maryland
$25K
NPP
692
New Potomac Partners
Maryland
$25K +$26.1K +1,200 New
MMG
693
Monetary Management Group
Missouri
$23K
MFW
694
Mosaic Family Wealth
Missouri
$23K
AP
695
Atwood & Palmer
Missouri
$22K
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$22K
BDWM
697
Brewin Dolphin Wealth Management
Ireland
$21.8K
FPFS
698
First Personal Financial Services
North Carolina
$21K -$120K -5,505 -84%
NCM
699
Nelson Capital Management
California
$21K -$17.3K -795 -44%
CAL
700
Capital Advisors Ltd
Ohio
$21K

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.