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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
W
751
WealthOne
New York
$19K +$18.7K +870 New
CQS
752
Credential Qtrade Securities
$18.3K +$17.7K +825 New
TFS
753
TrustCore Financial Services
Tennessee
$18K
ADL
754
Asset Dedication LLC
California
$17K -$4.2K -195 -21%
BAM
755
Barrett Asset Management
New York
$17K
MSA
756
Marino Stram & Associates
Massachusetts
$17K
PCFFS
757
Pacific Center for Financial Services
California
$17K
SNT
758
Security National Trust
West Virginia
$17K
1IA
759
1834 Investment Advisors
Wisconsin
$17K +$16.1K +750 New
AIC
760
Archer Investment Corporation
Indiana
$17K +$16.1K +750 New
BTNA
761
Bremer Trust National Association
Minnesota
$17K +$16.5K +765 New
WPA
762
West Paces Advisors
Georgia
$17K +$9.68K +450 +143%
AWM
763
Aevitas Wealth Management
Massachusetts
$16K -$32.3K -1,500 -67%
JFA
764
JNBA Financial Advisors
Minnesota
$16K -$27.4K -1,275 -63%
OC
765
Oakworth Capital
Alabama
$16K
BWA
766
BDO Wealth Advisors
Florida
$16K +$15.2K +705 New
AWMS
767
Advocacy Wealth Management Services
Georgia
$15K
SFPIA
768
Stevens First Principles Investment Advisors
California
$15K
BFC
769
Bedel Financial Consulting
Indiana
$14K
FFW
770
Fusion Family Wealth
New York
$14K
HI
771
Hudock Inc
Pennsylvania
$14K +$645 +30 +5%
Simplex Trading
772
Simplex Trading
Illinois
$14K +$14.5K +675 New
CBT
773
Capital Bank & Trust
California
$13K -$32.6K -1,515 -73%
ME
774
McIlrath & Eck
Washington
$13K -$4.2K -195 -25%
KTC
775
Kistler-Tiffany Companies
Pennsylvania
$13K -$645 -30 -5%

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.