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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
TFS
701
TrustCore Financial Services
Tennessee
$21K +$21.5K +990 New
ME
702
McIlrath & Eck
Washington
$21K +$21.9K +1,005 New
SC
703
Sawyer & Company
Massachusetts
$21K +$21.9K +1,005 New
BWP
704
Baldwin Wealth Partners
Massachusetts
$20K
GWA
705
Guidant Wealth Advisors
Illinois
$20K
PRS
706
Pinkerton Retirement Specialists
Idaho
$20K
AIL
707
AGF Investments LLC
Ontario, Canada
$20K +$11.1K +510 +113%
WB
708
Webster Bank
Connecticut
$20K +$20.6K +945 New
JWA
709
JFS Wealth Advisors
Pennsylvania
$19K -$326 -15 -2%
BBA
710
Braun-Bostich & Associates
Pennsylvania
$19K +$20.2K +930 New
EARNEST Partners
711
EARNEST Partners
Georgia
$18K +$18.6K +855 New
MWM
712
Mascoma Wealth Management
New Hampshire
$17K
CAC
713
Certified Advisory Corp
Florida
$17K +$17.9K +825 New
BAM
714
Barrett Asset Management
New York
$16K
CCMW
715
Cypress Capital Management (Wyoming)
Wyoming
$16K
FIB
716
First Interstate Bank
Montana
$16K
PCFFS
717
Pacific Center for Financial Services
California
$16K
SNT
718
Security National Trust
West Virginia
$16K
CBT
719
Capital Bank & Trust
California
$16K +$8.16K +375 +100%
JFA
720
JNBA Financial Advisors
Minnesota
$15K
LC
721
Landaas & Company
Wisconsin
$15K
MWM
722
MinichMacGregor Wealth Management
New York
$15K
OC
723
Oakworth Capital
Alabama
$15K
AWMS
724
Advocacy Wealth Management Services
Georgia
$14K -$24.5K -1,125 -63%
KPCM
725
Kings Point Capital Management
New York
$14K

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.