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929 hedge funds and large institutions have $40.8B invested in Tesla in 2019 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 253 increasing their positions, 250 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 73

121% more funds holding in top 10

Funds holding in top 10: 1942 (+23)

76% more capital invested

Capital invested by funds: $23.1B → $40.8B (+$17.7B)

28% more funds holding

Funds holding: 725929 (+204)

9.3% more ownership

Funds ownership: 803.64%812.94% (+9.3%)

1% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 250

57% less call options, than puts

Call options by funds: $15B | Put options by funds: $35.3B

Holders
929
Holders Change
+204
Holders Change %
+28.14%
% of All Funds
18.3%
Holding in Top 10
42
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+121.05%
% of All Funds
0.83%
New
288
Increased
253
Reduced
250
Closed
73
Calls
$15B
Puts
$35.3B
Net Calls
-$20.3B
Net Calls Change
-$6.81B
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Personal Wealth Partners
Minnesota
$43K
CB
802
CNB Bank
Pennsylvania
$42K -$3.58K -165 -10%
FANJ
803
Financial Architects (New Jersey)
New Jersey
$42K
TCM
804
TD Capital Management
Tennessee
$42K
WC
805
Whitnell & Co
Illinois
$42K
EWM
806
EPG Wealth Management
Georgia
$42K +$32.5K +1,500 New
MWA
807
Moser Wealth Advisors
Washington
$42K +$32.5K +1,500 New
CCA
808
Column Capital Advisors
Indiana
$42K +$33.2K +1,530 New
SFSG
809
Stearns Financial Services Group
North Carolina
$40K -$6.51K -300 -17%
KPCM
810
Kings Point Capital Management
New York
$39K +$9.76K +450 +48%
HPC
811
HM Payson & Co
Maine
$38K
CHA
812
Carmichael Hill & Associates
Maryland
$38K +$29.3K +1,350 New
CT
813
Caldwell Trust
Florida
$37.6K +$29.3K +1,350 New
WAS
814
Winch Advisory Services
Wisconsin
$36K -$67.4K -3,105 -70%
AW
815
Alpha Windward
Massachusetts
$36K +$27.7K +1,275 New
PCA
816
Peddock Capital Advisors
Massachusetts
$34K +$26.7K +1,230 New
GEA
817
Glen Eagle Advisors
New Jersey
$33.5K +$26K +1,200 New
FMP
818
Financial Management Professionals
Texas
$33K
BBA
819
Braun-Bostich & Associates
Pennsylvania
$33K +$25.1K +1,155 New
PFBT
820
Parkside Financial Bank & Trust
Missouri
$32K +$7.81K +360 +46%
KWM
821
Keebeck Wealth Management
Illinois
$32K +$25.4K +1,170 New
AFIA
822
America First Investment Advisors
Nebraska
$31K
AssetMark Inc
823
AssetMark Inc
California
$30K +$21.5K +990 +1,100%
BDWM
824
Brewin Dolphin Wealth Management
Ireland
$29.3K
AP
825
Atwood & Palmer
Missouri
$29K

TSLA Hedge Fund Activity: Q4 2019 in Review

929 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q4 2019, worth a combined $40.8B — up 76% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new TSLA positions and 73 closed out — a net gain of 215 holders — while 253 added to existing stakes and 250 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.06B. The largest seller was Public Investment Fund, cutting an estimated $2.68B.

  • 929 institutional investors held Tesla (TSLA) as of Q4 2019, up from 725 in Q3 2019.
  • Funds reported $40.8B of Tesla stock for Q4 2019, up 76% quarter-over-quarter.
  • 288 funds opened new Tesla positions in Q4 2019 and 73 closed out, a net change of +215 holders.
  • The largest Tesla buyer in Q4 2019 was Renaissance Technologies, an estimated $1.06B added.
  • The largest Tesla seller in Q4 2019 was Public Investment Fund, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2019.