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775 hedge funds and large institutions have $27.5B invested in Tesla in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 274 increasing their positions, 234 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40.71% more ownership

Funds ownership: 878.28%918.99% (+41%)

17% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 234

1% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 96

1% less funds holding

Funds holding: 779775 (-4)

10% less capital invested

Capital invested by funds: $30.6B → $27.5B (-$3.12B)

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

52% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $9.12B

Holders
775
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
17.76%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.41%
New
97
Increased
274
Reduced
234
Closed
96
Calls
$4.39B
Puts
$9.12B
Net Calls
-$4.73B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.16B +$1.59B +72,514,590 +45%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.78B -$819M -37,256,940 -15%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$3.4B -$41.7M -1,895,010 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.9B +$57.7M +2,622,870 +3%
BlackRock
5
BlackRock
New York
$1.61B +$144M +6,531,615 +8%
Capital World Investors
6
Capital World Investors
California
$1.18B +$468M +21,291,195 +47%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$910M +$14.4M +656,310 +1%
Jennison Associates
8
Jennison Associates
New York
$863M -$46.1M -2,096,145 -4%
State Street
9
State Street
Massachusetts
$662M -$14.8M -673,605 -2%
BAMCO Inc
10
BAMCO Inc
New York
$441M +$15M +681,555 +3%
Invesco
11
Invesco
Georgia
$380M +$1.68M +76,425 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$371M +$122M +5,551,935 +36%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$340M +$201M +9,151,230 +91%
Primecap Management
14
Primecap Management
California
$292M +$3.71M +168,750 +1%
Goldman Sachs
15
Goldman Sachs
New York
$281M -$10.4M -471,795 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$274M +$5.95M +270,645 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$263M +$10.8M +491,355 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$259M +$28.6M +1,298,190 +10%
Northern Trust
19
Northern Trust
Illinois
$222M -$2.71M -123,360 -1%
Allianz Asset Management
20
Allianz Asset Management
Germany
$213M +$13.6M +616,950 +5%
JP Morgan Chase
21
JP Morgan Chase
New York
$205M +$13.9M +631,395 +6%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$189M +$216K +9,825 +0.1%
SMDAM
23
Sumitomo Mitsui DS Asset Management
Japan
$185M +$19.9M +906,495 +10%
Norges Bank
24
Norges Bank
Norway
$180M -$36.7M -1,667,610 -14%
GGHC
25
Gilder Gagnon Howe & Co
New York
$176M -$9.79M -445,065 -4%

TSLA Hedge Fund Activity: Q1 2018 in Review

775 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q1 2018, worth a combined $27.5B — down 10% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TSLA positions and 96 closed out — a net gain of 1 holder — while 274 added to existing stakes and 234 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.59B. The largest seller was Fidelity Investments, cutting an estimated $819M.

  • 775 institutional investors held Tesla (TSLA) as of Q1 2018, down from 779 in Q4 2017.
  • Funds reported $27.5B of Tesla stock for Q1 2018, down 10% quarter-over-quarter.
  • 97 funds opened new Tesla positions in Q1 2018 and 96 closed out, a net change of +1 holder.
  • The largest Tesla buyer in Q1 2018 was T. Rowe Price Associates, an estimated $1.59B added.
  • The largest Tesla seller in Q1 2018 was Fidelity Investments, an estimated $819M sold.

Based on aggregated 13F filings for Q1 2018.