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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.2B -$920M -42,309,420 -14%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$4.02B -$63.2M -2,906,250 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.36B +$1.86B +85,704,030 +113%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16B +$53.5M +2,460,240 +2%
BlackRock
5
BlackRock
New York
$1.75B +$48.3M +2,219,100 +3%
Jennison Associates
6
Jennison Associates
New York
$1.05B +$161M +7,421,415 +17%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.05B +$17.5M +804,690 +2%
Capital World Investors
8
Capital World Investors
California
$943M +$2.35M +107,865 +0.2%
State Street
9
State Street
Massachusetts
$789M +$24.7M +1,136,865 +3%
BAMCO Inc
10
BAMCO Inc
New York
$502M +$3.28M +150,600 +0.6%
Invesco
11
Invesco
Georgia
$443M +$20.2M +927,075 +5%
Goldman Sachs
12
Goldman Sachs
New York
$338M +$155M +7,145,010 +78%
Primecap Management
13
Primecap Management
California
$338M -$1.81M -83,250 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$319M +$62.5M +2,872,815 +23%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$316M +$3.82M +175,590 +1%
Deutsche Bank
16
Deutsche Bank
Germany
$297M +$106M +4,851,825 +51%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$276M +$10.6M +486,780 +4%
CS
18
Credit Suisse
Switzerland
$272M +$71.1M +3,266,640 +33%
Northern Trust
19
Northern Trust
Illinois
$263M +$5.96M +274,005 +2%
Norges Bank
20
Norges Bank
Norway
$245M +$21.1M +968,235 +9%
Allianz Asset Management
21
Allianz Asset Management
Germany
$236M +$53.2M +2,443,755 +27%
Barclays
22
Barclays
United Kingdom
$229M +$106M +4,862,625 +79%
JP Morgan Chase
23
JP Morgan Chase
New York
$227M -$6.07M -279,060 -2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$222M +$54M +2,480,565 +30%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$220M -$1.56M -71,550 -0.7%

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.