We are live on ! Find out more

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
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$34.1M +$670K +31,140 +2%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$33.6M -$81.5M -3,787,530 -71%
T
78
TOBAM
France
$33.6M +$27.6M +1,284,690 +561%
Axa
79
Axa
France
$31.1M +$7.63M +354,585 +34%
Treasurer of the State of North Carolina
80
Treasurer of the State of North Carolina
North Carolina
$30M +$1.82M +84,645 +7%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.7M -$922K -42,870 -3%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$28.3M -$14.3M -665,475 -34%
UBS Group
83
UBS Group
Switzerland
$26.8M +$3.58M +166,650 +16%
SPPAM
84
Summit Partners Public Asset Management
Massachusetts
$26.6M
WAM
85
Wolverine Asset Management
Illinois
$26.5M -$1.92M -89,175 -7%
RJA
86
Raymond James & Associates
Florida
$26.4M +$916K +42,585 +4%
MIAN
87
Mariner Independent Advisor Network
Kansas
$24.3M +$10.4M +483,975 +85%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$23.8M +$2.76M +128,265 +14%
Nomura Holdings
89
Nomura Holdings
Japan
$23.6M -$25.6M -1,192,260 -53%
QIM
90
Quantitative Investment Management
Virginia
$23.6M +$22.8M +1,062,000 New
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$22.3M -$66.3M -3,081,630 -75%
SO
92
STRS Ohio
Ohio
$21.2M +$407K +18,915 +2%
ZIG
93
Zurich Insurance Group
Switzerland
$21.1M +$13.6M +630,735 +198%
Franklin Resources
94
Franklin Resources
California
$20.4M +$16.3M +757,350 +472%
PI
95
PEAK6 Investments
Illinois
$19.9M -$8.9M -413,535 -32%
Canada Life
96
Canada Life
Manitoba, Canada
$19.7M -$253K -11,775 -1%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$19M +$900K +41,835 +5%
HCM
98
Highbridge Capital Management
New York
$19M +$15.5M +721,620 +543%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$17.3M +$4.08M +189,495 +32%
Aviva
100
Aviva
United Kingdom
$17.2M -$4.52M -210,345 -21%

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.