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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
GEA
701
Glen Eagle Advisors
New Jersey
$3.97K
OFW
702
Omnia Family Wealth
Florida
$3K -$27.2K -1,305 -87%
LWA
703
Lowe Wealth Advisors
Maryland
$3K -$22.2K -1,065 -88%
DSC
704
Duncker Streett & Co
Missouri
$3K
PK
705
Pflug Koory
Nebraska
$3K
RBC
706
Roble Belko & Company
Pennsylvania
$3K
SHJ
707
Sharkey, Howes & Javer
Colorado
$3K
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$3K +$3.75K +180 New
RWML
709
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.65K
ICM
710
IMS Capital Management
Oregon
$2K -$697K -33,450 -100%
AssetMark Inc
711
AssetMark Inc
California
$2K
CAGAS
712
Capital Advisory Group Advisory Services
Minnesota
$2K
TFO
713
Tarbox Family Office
California
$2K
CGT
714
Capital Guardian Trust
California
$2K +$2.19K +105 New
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$2K +$3.12K +150 New
WCM
716
Whitener Capital Management
North Carolina
$2K +$3.12K +150 New
BCH
717
Berkshire Capital Holdings
California
$1K -$6.91M -331,725 -100%
RCG
718
Ruggie Capital Group
Florida
$1K -$10.9K -525 -88%
DAM
719
Delta Asset Management
Tennessee
$1K -$4.69K -225 -83%
BCMIO
720
Beacon Capital Management Inc (Ohio)
Ohio
$1K
CA
721
Centerpoint Advisors
Massachusetts
$1K
FCT
722
Family Capital Trust
Massachusetts
$1K
FGAM
723
Financial Gravity Asset Management
Texas
$1K
HR
724
Howe & Rusling
New York
$1K
PS
725
Portfolio Strategies
New York
$1K +$937 +45 New

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.