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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
226
VOYA Investment Management
Georgia
$91.5M -$2.31M -19,026 -2%
MSL
227
Mackay Shields LLC
New York
$91.3M +$92.5M +763,509 New
LPL Financial
228
LPL Financial
California
$91.3M +$11M +90,530 +13%
State of Tennessee, Department of Treasury
229
State of Tennessee, Department of Treasury
Tennessee
$90.1M -$13.5M -111,392 -13%
BPC
230
Banque Pictet & Cie
Switzerland
$90M +$5.73M +47,266 +7%
DLA
231
Douglas Lane & Associates
New York
$89M -$2.01M -16,590 -2%
N
232
Nuveen
North Carolina
$87.4M -$3.33M -27,475 -4%
VMPIC
233
Varma Mutual Pension Insurance Co
Finland
$86.7M +$15.1M +125,000 +21%
Luther King Capital Management (LKCM)
234
Luther King Capital Management (LKCM)
Texas
$86.7M +$52.1K +430 +0.1%
CAM
235
Congress Asset Management
Massachusetts
$84.5M -$3.58M -29,560 -4%
AIG
236
American International Group
New York
$84.4M -$635K -5,237 -0.7%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$84.2M +$317K +2,613 +0.4%
VRS
238
Virginia Retirement Systems
Virginia
$84.1M -$27.1M -223,600 -24%
BA
239
Boston Advisors
Massachusetts
$83.6M +$33.2M +273,563 +64%
NB
240
Norinchukin Bank
Japan
$82.8M +$6.47M +53,370 +8%
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$82.1M -$18.2M -149,832 -18%
DSA
242
Davis Selected Advisers
Arizona
$81.8M -$1.91M -15,754 -2%
AC
243
AKO Capital
United Kingdom
$81.2M +$7.52M +62,068 +10%
Flossbach Von Storch
244
Flossbach Von Storch
Germany
$81M +$3.64M +30,060 +5%
WBC
245
Westpac Banking Corp
Australia
$80.1M +$23.2M +191,083 +40%
MCIM
246
Meadow Creek Investment Management
Georgia
$79.8M -$4.23M -34,918 -5%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$79.5M -$1.13M -9,350 -1%
RJFSA
248
Raymond James Financial Services Advisors
Florida
$79.2M +$3.65M +30,094 +5%
SCA
249
Southpoint Capital Advisors
New York
$77.8M +$15.1M +125,000 +24%
LWCFA
250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77.7M +$1.31M +10,772 +2%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.