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1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
O
226
OppenheimerFunds
New York
$72.9M -$17.1M -212,952 -19%
VRS
227
Virginia Retirement Systems
Virginia
$72.4M +$48.2K +600 +0.1%
MCIM
228
Meadow Creek Investment Management
Georgia
$71.1M +$73.3M +911,302 New
DLA
229
Douglas Lane & Associates
New York
$70.3M -$2.27M -28,290 -3%
PC
230
Polar Capital
United Kingdom
$70.2M -$5.56M -69,114 -7%
AWM
231
Ashmore Wealth Management
Delaware
$69.2M -$1.84M -22,937 -3%
MG
232
Markel Group
Virginia
$68.8M +$925K +11,500 +1%
DC
233
Davenport & Co
Virginia
$67.2M -$208K -2,589 -0.3%
WIM
234
Weitz Investment Management
Nebraska
$67.1M +$68.7M +855,077 +16,444%
Comerica Bank
235
Comerica Bank
Texas
$66.8M -$911K -11,331 -1%
JMPWA
236
JP Morgan Private Wealth Advisors
California
$65.7M +$695K +8,645 +1%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$65.6M -$942K -11,714 -1%
Federated Hermes
238
Federated Hermes
Pennsylvania
$65.4M +$2.18M +27,129 +3%
OCBV
239
Ownership Capital B.V.
Netherlands
$64.8M -$30.5K -379 -0%
CCMH
240
Cornerstone Capital Management Holdings
New York
$64.3M -$2.35M -29,280 -3%
RG
241
Rathbones Group
United Kingdom
$63.5M +$2.59M +32,221 +4%
FMI
242
Factory Mutual Insurance
Massachusetts
$62.5M
MMH
243
Menora Mivtachim Holdings
Israel
$62.3M
KBC Group
244
KBC Group
Belgium
$62.3M +$12.9M +159,932 +25%
NIPH
245
NN Investment Partners Holdings
Netherlands
$61.9M -$114M -1,422,323 -64%
CC
246
Capital Counsel
New York
$61.2M -$483K -6,014 -0.8%
MIFH
247
Migdal Insurance & Financial Holdings
Israel
$61.2M +$31.3M +389,572 +79%
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$60.9M -$15.5M -192,471 -20%
PPC
249
Park Presidio Capital
California
$60.5M +$22.1M +275,000 +55%
WF
250
Welch & Forbes
Massachusetts
$59.9M +$1.1M +13,690 +2%

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.