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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
WWM
751
Willingdon Wealth Management
North Carolina
$6K
HI
752
Hudock Inc
Pennsylvania
$6K +$2.28K +105 +50%
ACM
753
Armbruster Capital Management
New York
$6K +$6.53K +300 New
APSP
754
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
BL
755
Balentine LLC
Georgia
$5K
CCM
756
Cribstone Capital Management
Maine
$4K
DSC
757
Duncker Streett & Co
Missouri
$4K
PK
758
Pflug Koory
Nebraska
$4K
RBC
759
Roble Belko & Company
Pennsylvania
$4K
EA
760
Edge Advisors
Georgia
$4K +$4.57K +210 New
CC
761
Carve Capital
Sweden
$4K +$163K +7,500 New
CFD
762
Creative Financial Designs
Indiana
$3K -$16.3K -750 -83%
ANBT
763
American National Bank & Trust
Texas
$3K
FA
764
Fortis Advisors
Pennsylvania
$3K
TFO
765
Tarbox Family Office
California
$3K
WAM
766
Watermark Asset Management
California
$3K
PFA
767
Pathway Financial Advisors
Vermont
$3K +$2.94K +135 New
GI
768
Gradient Investments
Minnesota
$3K +$3.26K +150 New
WCM
769
Whitener Capital Management
North Carolina
$3K +$3.26K +150 New
PWM
770
Paulson Wealth Management
Illinois
$3K +$3.59K +165 New
FCT
771
Family Capital Trust
Massachusetts
$2K
RCG
772
Ruggie Capital Group
Florida
$2K
BCMIO
773
Beacon Capital Management Inc (Ohio)
Ohio
$1K
HDIM
774
Hanson & Doremus Investment Management
Vermont
$1K
PMFA
775
Plante Moran Financial Advisors
Michigan
$1K

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.