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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
PCG
701
Private Capital Group
Connecticut
$33K -$968 -45 -3%
LWA
702
Lenox Wealth Advisors
New York
$33K
NCM
703
New Capital Management
Texas
$33K
NCM
704
Northstar Capital Management
New York
$33K
PG
705
Patten Group
Tennessee
$33K
Rockefeller Capital Management
706
Rockefeller Capital Management
New York
$33K
TCM
707
TD Capital Management
Tennessee
$33K
TC
708
Trust Company
Kansas
$33K
WC
709
Whitnell & Co
Illinois
$33K
ZB
710
Zions Bancorporation
Utah
$33K +$6.13K +285 +23%
AOWM
711
Alpha Omega Wealth Management
Virginia
$32K -$12.3K -570 -28%
FGC
712
Financial Gravity Companies
Texas
$32K +$32.9K +1,530 New
MA
713
MUFG Americas
New York
$30K
IWA
714
Intercontinental Wealth Advisors
Texas
$30K +$28.7K +1,335 New
LFA
715
Legacy Financial Advisors
Kentucky
$29K
GI
716
Gradient Investments
Minnesota
$29K +$26.8K +1,245 +1,660%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$28.3K
BC
718
Bartlett & Co
Ohio
$28K
FPS
719
Fieldpoint Private Securities
Connecticut
$27K
FCB
720
First Command Bank
Texas
$27K
FCFS
721
First Command Financial Services
Texas
$27K
HS
722
Horan Securities
United States
$27K
NCM
723
Nelson Capital Management
California
$27K
PCA
724
Peddock Capital Advisors
Massachusetts
$27K
OIA
725
Optimum Investment Advisors
Illinois
$27K +$4.84K +225 +22%

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.