We are live on ! Find out more

729 hedge funds and large institutions have $27.3B invested in Tesla in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 273 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 782729 (-53)

12% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 273

26% less capital invested

Capital invested by funds: $36.6B → $27.3B (-$9.35B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

37% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 134

39.42% less ownership

Funds ownership: 944.51%905.09% (-39%)

46% less call options, than puts

Call options by funds: $9.28B | Put options by funds: $17.3B

Holders
729
Holders Change
-53
Holders Change %
-6.78%
% of All Funds
16.66%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.41%
New
85
Increased
239
Reduced
273
Closed
134
Calls
$9.28B
Puts
$17.3B
Net Calls
-$8.04B
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
776
Ellington Management Group
Connecticut
-$412K -18,000 Closed
BPC
777
Banque Pictet & Cie
Switzerland
-$409K -17,895 Closed
IAA
778
Independent Advisor Alliance
North Carolina
-$368K -17,655 Closed
Calamos Advisors
779
Calamos Advisors
Illinois
-$400K -17,490 Closed
BCWM
780
Blue Chip Wealth Management
Florida
-$377K -16,485 Closed
HA
781
Harfst & Associates
Wyoming
-$359K -15,720 Closed
ACM
782
Alpha Capital Management
Texas
-$332K -14,535 Closed
Cetera Investment Advisers
783
Cetera Investment Advisers
Illinois
-$324K -14,310 Closed
PC
784
Periscope Capital
Ontario, Canada
-$326K -14,265 Closed
HPC
785
HM Payson & Co
Maine
-$313K -13,650 Closed
GG
786
Gofen & Glossberg
Illinois
-$311K -13,590 Closed
ZCA
787
Zeke Capital Advisors
Pennsylvania
-$308K -13,485 Closed
PWLP
788
Prio Wealth Limited Partnership
Massachusetts
-$305K -13,350 Closed
Truist Financial
789
Truist Financial
North Carolina
-$304K -13,275 Closed
Fisher Asset Management
790
Fisher Asset Management
Washington
-$298K -13,035 Closed
W
791
Wealthfront
California
-$296K -12,960 Closed
CWS
792
Cypress Wealth Services
California
-$293K -12,810 Closed
SP
793
SWS Partners
Ohio
-$293K -12,810 Closed
SMC
794
Smith, Moore & Co
Missouri
-$278K -12,180 Closed
DAS
795
Dynamic Advisor Solutions
Arizona
-$277K -12,105 Closed
SBH
796
Segall Bryant & Hamill
Illinois
-$274K -12,000 Closed
RG
797
Rikoon Group
New Mexico
-$273K -11,955 Closed
MWM
798
Merriman Wealth Management
Washington
-$272K -11,880 Closed
BS
799
Banco Santander
Spain
-$268K -11,700 Closed
SCA
800
Snowden Capital Advisors
New York
-$262K -11,460 Closed

TSLA Hedge Fund Activity: Q3 2018 in Review

729 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2018, worth a combined $27.3B — down 26% from $36.6B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TSLA and 85 opened new positions — a net loss of 49 holders — while 273 trimmed existing stakes and 239 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.7B. The largest seller was Fidelity Investments, cutting an estimated $3.74B.

  • 729 institutional investors held Tesla (TSLA) as of Q3 2018, down from 782 in Q2 2018.
  • Funds reported $27.3B of Tesla stock for Q3 2018, down 26% quarter-over-quarter.
  • 85 funds opened new Tesla positions in Q3 2018 and 134 closed out, a net change of -49 holders.
  • The largest Tesla buyer in Q3 2018 was T. Rowe Price Associates, an estimated $1.7B added.
  • The largest Tesla seller in Q3 2018 was Fidelity Investments, an estimated $3.74B sold.

Based on aggregated 13F filings for Q3 2018.