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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
CG
101
Cutler Group
California
$15.1M +$8.55M +392,985 +118%
CS
102
Candriam SCA
Luxembourg
$14.6M +$1.12M +51,285 +8%
FAF
103
Fjarde Ap-fonden
Sweden
$14.1M +$2.18M +100,380 +17%
GC
104
Guggenheim Capital
Illinois
$13.8M +$2.51M +115,230 +21%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$13.8M -$7.36M -338,220 -34%
USAA
106
United Services Automobile Association
Texas
$13.3M -$3.94M -181,350 -22%
LPL Financial
107
LPL Financial
California
$13.1M +$606K +27,840 +5%
GIBU
108
Gulf International Bank (UK)
United Kingdom
$13M +$24.5K +1,125 +0.2%
HighTower Advisors
109
HighTower Advisors
Illinois
$12.2M +$673K +30,960 +6%
LIM
110
Lagoda Investment Management
New York
$12.1M +$6.32M +290,700 +99%
CM
111
Castleark Management
Illinois
$12M -$1.76M -80,775 -12%
PC
112
Polar Capital
United Kingdom
$11.4M +$5.56M +255,435 +87%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$11.4M +$2.06M +94,845 +21%
Macquarie Group
114
Macquarie Group
Australia
$11M +$2.94M +135,105 +34%
Wolverine Trading
115
Wolverine Trading
Illinois
$10.7M -$56.1M -2,577,405 -83%
CTC (Chicago Trading Company)
116
CTC (Chicago Trading Company)
Illinois
$10.3M -$12.5M -576,210 -54%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$10.3M +$191K +8,790 +2%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$10.2M +$2.85M +130,830 +36%
AG
119
Aperio Group
California
$9.76M -$225K -10,350 -2%
GKWIM
120
Gerber Kawasaki Wealth & Investment Management
California
$9.74M +$950K +43,680 +10%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.73M +$1.75M +80,325 +21%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$9.64M +$375K +17,250 +4%
FAM
123
Fred Alger Management
New York
$9.54M -$3.11M -142,890 -24%
EAM
124
Eventide Asset Management
Massachusetts
$9.34M
RCIM
125
Russell Clark Investment Management
United Kingdom
$9.34M +$4.24M +195,000 +76%

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.