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2,290 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 866 increasing their positions, 894 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 120

35% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $1.92B

7% more funds holding

Funds holding: 2,1472,290 (+143)

3% more funds holding in top 10

Funds holding in top 10: 471486 (+15)

0.41% more ownership

Funds ownership: 92.32%92.73% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 894

13% less capital invested

Capital invested by funds: $246B → $213B (-$32.8B)

Holders
2,290
Holders Change
+143
Holders Change %
+6.66%
% of All Funds
51.01%
Holding in Top 10
486
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.18%
% of All Funds
10.83%
New
287
Increased
866
Reduced
894
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
226
Luther King Capital Management (LKCM)
Texas
$97.8M +$2.93M +21,184 +3%
DC
227
Davenport & Co
Virginia
$97.2M -$15.9M -115,082 -14%
WIM
228
Waverton Investment Management
United Kingdom
$94.6M -$5.95M -43,062 -6%
RCW
229
Rheos Capital Works
Japan
$92.4M
AIG
230
American International Group
New York
$92.3M -$4.6M -33,306 -5%
SCM
231
Steadfast Capital Management
New York
$91.8M -$35.2M -254,788 -27%
MSL
232
Mackay Shields LLC
New York
$91.4M -$10.6M -76,861 -10%
SDJVC
233
St. Denis J. Villere & Co
Louisiana
$91.3M +$212K +1,535 +0.2%
Lord, Abbett & Co
234
Lord, Abbett & Co
New Jersey
$90M +$14.5M +104,934 +18%
DLA
235
Douglas Lane & Associates
New York
$89.8M -$2.06M -14,918 -2%
NSLI
236
Nan Shan Life Insurance
Taiwan
$87M -$20.2M -146,143 -18%
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86.7M +$1.24M +8,942 +1%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$86.6M -$14.1M -101,941 -13%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$85.5M -$2.42M -17,526 -3%
ProShare Advisors
240
ProShare Advisors
Maryland
$84.3M +$12.7M +92,088 +17%
CAM
241
Congress Asset Management
Massachusetts
$84.2M -$2.57M -18,615 -3%
MIS
242
Morningstar Investment Services
Illinois
$83.8M -$9.01M -65,242 -9%
VMPIC
243
Varma Mutual Pension Insurance Co
Finland
$83.8M -$3.45M -25,000 -4%
WIM
244
Weitz Investment Management
Nebraska
$83.7M -$1.43M -10,366 -2%
ASC
245
Atalanta Sosnoff Capital
New York
$83.3M -$17.8M -128,746 -17%
MMH
246
Menora Mivtachim Holdings
Israel
$82.9M
OCBV
247
Ownership Capital B.V.
Netherlands
$82.9M -$1.05M -7,616 -1%
CGI
248
Comgest Global Investors
France
$82.4M -$42M -304,100 -33%
AAMU
249
AEGON Asset Management (UK)
United Kingdom
$82.1M -$2.38M -17,249 -3%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$80.7M -$2.21M -15,980 -3%

V Hedge Fund Activity: Q4 2018 in Review

2,290 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2018, worth a combined $213B — down 13% from $246B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new V positions and 120 closed out — a net gain of 167 holders — while 866 added to existing stakes and 894 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $674M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 2,290 institutional investors held Visa (V) as of Q4 2018, up from 2,147 in Q3 2018.
  • Funds reported $213B of Visa stock for Q4 2018, down 13% quarter-over-quarter.
  • 287 funds opened new Visa positions in Q4 2018 and 120 closed out, a net change of +167 holders.
  • The largest Visa buyer in Q4 2018 was Viking Global Investors, an estimated $674M added.
  • The largest Visa seller in Q4 2018 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2018.