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1,682 hedge funds and large institutions have $172B invested in Tesla in 2020 Q3 according to their latest regulatory filings, with 433 funds opening new positions, 573 increasing their positions, 584 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 99

74% more capital invested

Capital invested by funds: $98.7B → $172B (+$73.1B)

57% more funds holding in top 10

Funds holding in top 10: 65102 (+37)

24% more funds holding

Funds holding: 1,3611,682 (+321)

2% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 584

27% less call options, than puts

Call options by funds: $82B | Put options by funds: $112B

658.61% less ownership

Funds ownership: 787.92%129.32% (-659%)

Holders
1,682
Holders Change
+321
Holders Change %
+23.59%
% of All Funds
33.93%
Holding in Top 10
102
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+56.92%
% of All Funds
2.06%
New
433
Increased
573
Reduced
584
Closed
99
Calls
$82B
Puts
$112B
Net Calls
-$30.1B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$38.2M -$10.3M -87,549 -27%
WBC
177
Westpac Banking Corp
Australia
$37.5M -$7.45M -63,135 -19%
William Blair & Company
178
William Blair & Company
Illinois
$37.4M +$1.82M +15,450 +6%
VRS
179
Virginia Retirement Systems
Virginia
$37.2M +$14.6M +123,900 +91%
EWA
180
Exencial Wealth Advisors
Oklahoma
$37M +$14.7M +124,608 +93%
BCH
181
Berkshire Capital Holdings
California
$36.9M -$24.9M -210,780 -45%
MCM
182
Marsico Capital Management
Colorado
$36.7M -$60.8M -515,289 -67%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$36.6M -$11.6M -98,646 -28%
TAMH
184
Taikang Asset Management (HK)
Hong Kong
$36.5M
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$35.9M -$1.2M -10,125 -4%
SCM
186
Shelton Capital Management
Colorado
$35.8M -$1.13M -9,531 -4%
Aberdeen Group
187
Aberdeen Group
United Kingdom
$35.1M -$7.45M -63,129 -20%
Stifel Financial
188
Stifel Financial
Missouri
$34.1M -$219K -1,851 -0.8%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$34M -$4.46M -37,803 -14%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$33.9M -$271K -2,298 -1%
ACM
191
Axel Capital Management
New York
$33.8M -$3.98M -33,750 -13%
X
192
Xponance
Pennsylvania
$33.2M +$126K +1,068 +0.5%
NAM
193
Nissay Asset Management
Japan
$33.1M -$3.47M -29,349 -11%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$32.8M +$4.52M +38,316 +20%
CL
195
CSS LLC
Illinois
$32.7M +$25.2M +213,132 +1,368%
MWNA
196
Marshall Wace North America
New York
$32.5M +$26.8M +227,115 New
JMPWA
197
JP Morgan Private Wealth Advisors
California
$32M +$2.76M +23,346 +12%
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
$31.9M -$130M -1,102,497 -83%
Truist Financial
199
Truist Financial
North Carolina
$31.9M +$708K +6,000 +3%
Principal Financial Group
200
Principal Financial Group
Iowa
$31.5M -$7.52M -63,711 -22%

TSLA Hedge Fund Activity: Q3 2020 in Review

1,682 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q3 2020, worth a combined $172B — up 74% from $98.7B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new TSLA positions and 99 closed out — a net gain of 334 holders — while 573 added to existing stakes and 584 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $653M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $10.7B sold.

  • 1,682 institutional investors held Tesla (TSLA) as of Q3 2020, up from 1,361 in Q2 2020.
  • Funds reported $172B of Tesla stock for Q3 2020, up 74% quarter-over-quarter.
  • 433 funds opened new Tesla positions in Q3 2020 and 99 closed out, a net change of +334 holders.
  • The largest Tesla buyer in Q3 2020 was Goldman Sachs, an estimated $653M added.
  • The largest Tesla seller in Q3 2020 was Boothbay Fund Management, an estimated $10.7B sold.

Based on aggregated 13F filings for Q3 2020.