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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
ADL
726
Asset Dedication LLC
California
$12K -$2.28K -105 -16%
TCA
727
Tortoise Capital Advisors
Kansas
$12K +$7.83K +360 +160%
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$12K +$9.79K +450 +300%
RCC
729
Red Cedar Capital
Nebraska
$12K +$13.1K +600 New
BCI
730
Brinker Capital Investments
Pennsylvania
$11K
NC
731
NewSquare Capital
Pennsylvania
$11K
CFG
732
CKW Financial Group
Hawaii
$10K
HWM
733
Holloway Wealth Management
Florida
$10K
AIS
734
Accurate Investment Solutions
Pennsylvania
$10K +$979 +45 +10%
DAM
735
Delta Asset Management
Tennessee
$10K +$4.89K +225 +83%
DOA
736
D'Orazio & Associates
Virginia
$9K
IF
737
Ironwood Financial
Arizona
$9K
MCA
738
Mercer Capital Advisers
New Jersey
$9K
FFW
739
Fusion Family Wealth
New York
$9K +$9.79K +450 New
AWM
740
AllSquare Wealth Management
New York
$8K
CPIG
741
Chicago Partners Investment Group
Illinois
$8K
TIM
742
Tortoise Investment Management
New York
$8K
IWP
743
Icon Wealth Partners
Texas
$8K +$8.16K +375 New
WA
744
Waverly Advisors
Alabama
$8K +$8.16K +375 New
TWMP
745
Taylor Wealth Management Partners
Massachusetts
$7K
AssetMark Inc
746
AssetMark Inc
California
$7K +$4.57K +210 +140%
LF
747
Lee Financial
Texas
$7K +$7.18K +330 New
SIS
748
Sound Income Strategies
Florida
$7K +$7.18K +330 New
WPA
749
West Paces Advisors
Georgia
$6.54K
SHJ
750
Sharkey, Howes & Javer
Colorado
$6K

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.