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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
AIA
726
Alera Investment Advisors
Illinois
$27K +$26.5K +1,230 New
PA
727
Perennial Advisors
New York
$26K
SMFS
728
Squar Milner Financial Services
California
$26K
BBA
729
Braun-Bostich & Associates
Pennsylvania
$26K +$1.61K +75 +7%
WANY
730
Wealthspire Advisors (New York)
New York
$26K +$24.8K +1,155 New
AW
731
Alpha Windward
Massachusetts
$26K +$25.2K +1,170 New
MFW
732
Mosaic Family Wealth
Missouri
$25K
MWA
733
Meridian Wealth Advisors
Texas
$25K +$24.2K +1,125 New
BDWM
734
Brewin Dolphin Wealth Management
Ireland
$23.3K
WPW
735
Winthrop Partners - WNY
New York
$23.3K
AIM
736
Advantage Investment Management
Iowa
$23K
AP
737
Atwood & Palmer
Missouri
$23K
CAL
738
Capital Advisors Ltd
Ohio
$23K
KL
739
KWMG LLC
Kansas
$23K
SIM
740
Sonora Investment Management
Arizona
$22K -$16.1K -750 -43%
QAM
741
QCI Asset Management
New York
$22K
EWM
742
Elmwood Wealth Management
California
$21K
FA
743
Fortis Advisors
Pennsylvania
$21K
CFA
744
Clarfeld Financial Advisors
New York
$21K +$20.6K +960 New
CWA
745
Clarus Wealth Advisors
Arizona
$20K -$26.8K -1,245 -58%
GWA
746
Guidant Wealth Advisors
Illinois
$20K
JWA
747
JFS Wealth Advisors
Pennsylvania
$20K
HWA
748
Heritage Wealth Advisors
Virginia
$19K -$645 -30 -3%
EARNEST Partners
749
EARNEST Partners
Georgia
$19K
EFSCE
750
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$1.94K +90 +12%

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.