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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
TCM
676
Tradewinds Capital Management
Washington
$46K +$323 +15 +0.7%
KPCM
677
Kings Point Capital Management
New York
$46K +$26.8K +1,245 +151%
CA
678
Claro Advisors
Massachusetts
$44K +$53.9K +2,505 New
FANJ
679
Financial Architects (New Jersey)
New Jersey
$43K -$3.23K -150 -7%
RFM
680
Royal Fund Management
Florida
$43K -$2.58K -120 -6%
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$43K
FPFS
682
First Personal Financial Services
North Carolina
$43K +$3.87K +180 +10%
JFGIW
683
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$32.3K +1,500 +333%
LGWM
684
Litman Gregory Wealth Management
California
$43K +$41.9K +1,950 New
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$42.3K -$9.03K -420 -18%
MMG
686
Monetary Management Group
Missouri
$42K +$16.1K +750 +67%
TIM
687
Tortoise Investment Management
New York
$42K +$32.3K +1,500 +400%
KPW
688
Kore Private Wealth
New York
$41K +$40K +1,860 New
WF
689
WealthTrust Fairport
Ohio
$40K
LNB
690
Ledyard National Bank
$40K +$6.13K +285 +19%
RFWA
691
RPg Family Wealth Advisory
Massachusetts
$39.3K -$968 -45 -2%
CIAS
692
Capital Investment Advisory Services
North Carolina
$39K +$37.4K +1,740 New
SMG
693
Spectrum Management Group
Indiana
$38K
SFSG
694
Stearns Financial Services Group
North Carolina
$38K
PRC
695
Pearl River Capital
Michigan
$38K +$36.5K +1,695 New
DWM
696
Destination Wealth Management
California
$37K -$130K -6,030 -79%
CAGAS
697
Capital Advisory Group Advisory Services
Minnesota
$36K +$33.6K +1,560 +2,080%
CYG
698
Clean Yield Group
Vermont
$36K +$34.5K +1,605 New
CLM
699
ClearBridge LLC (Maryland)
Maryland
$35K +$9.68K +450 +41%
DBT
700
Dubuque Bank & Trust
Iowa
$33K -$323K -15,000 -91%

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.