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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
QCIG
676
Quad-Cities Investment Group
Iowa
$9K +$10.3K +495 New
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$18.7K -900 -67%
TCA
678
Tortoise Capital Advisors
Kansas
$8K -$2.19K -105 -19%
BCM
679
Blume Capital Management
California
$8K
CPIG
680
Chicago Partners Investment Group
Illinois
$8K
DOA
681
D'Orazio & Associates
Virginia
$8K
MCA
682
Mercer Capital Advisers
New Jersey
$8K
CWSR
683
Chessman Wealth Strategies RIA
Texas
$8K +$9.37K +450 New
TIM
684
Tortoise Investment Management
New York
$7K
BRC
685
Bell Rock Capital
Delaware
$7K +$7.81K +375 New
AIM
686
Anchor Investment Management
South Carolina
$6.62K -$187K -9,000 -96%
LF
687
Lee Financial
Texas
$6K -$46.2K -2,220 -87%
AIS
688
Accurate Investment Solutions
Pennsylvania
$6K
TWMP
689
Taylor Wealth Management Partners
Massachusetts
$6K
WPA
690
West Paces Advisors
Georgia
$5.56K
CFD
691
Creative Financial Designs
Indiana
$5K -$7.81K -375 -56%
CCM
692
Cribstone Capital Management
Maine
$5K
SJIM
693
St. Johns Investment Management
Florida
$5K
WAM
694
Watermark Asset Management
California
$5K
WWM
695
Willingdon Wealth Management
North Carolina
$5K
CHP
696
Cable Hill Partners
Oregon
$4K -$5.62K -270 -56%
BWP
697
Baldwin Wealth Partners
Massachusetts
$4K
OWA
698
One Wealth Advisors
California
$4K
PO
699
Private Ocean
California
$4K
HDIM
700
Hanson & Doremus Investment Management
Vermont
$4K +$3.75K +180 +600%

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.