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2,638 hedge funds and large institutions have $258B invested in Visa in 2020 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,126 increasing their positions, 1,135 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 570617 (+47)

6% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 163

0.32% less ownership

Funds ownership: 94.67%94.34% (-0.32%)

1% less repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,135

8% less call options, than puts

Call options by funds: $3.41B | Put options by funds: $3.72B

1% less funds holding

Funds holding: 2,6662,638 (-28)

15% less capital invested

Capital invested by funds: $304B → $258B (-$45.1B)

Holders
2,638
Holders Change
-28
Holders Change %
-1.05%
% of All Funds
58.12%
Holding in Top 10
617
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+8.25%
% of All Funds
13.59%
New
172
Increased
1,126
Reduced
1,135
Closed
163
Calls
$3.41B
Puts
$3.72B
Net Calls
-$313M
Net Calls Change
+$709M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
226
Banque Pictet & Cie
Switzerland
$115M +$2.55M +13,514 +2%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$112M +$2.3M +12,200 +2%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$111M +$4.27M +22,689 +3%
Lord, Abbett & Co
229
Lord, Abbett & Co
New Jersey
$111M -$10.7M -56,645 -8%
CII
230
Capital International Inc
California
$111M +$4.15M +22,011 +3%
CB
231
Commerce Bank
Missouri
$110M +$4.49M +23,832 +4%
PGEBT
232
Pactiv General Employee Benefit Trust
Illinois
$108M +$11.7M +62,251 +10%
OCBV
233
Ownership Capital B.V.
Netherlands
$108M -$20.1M -106,457 -14%
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107M -$579K -3,071 -0.5%
FMI
235
Factory Mutual Insurance
Massachusetts
$106M -$1.51M -8,000 -1%
PI
236
PGGM Investments
Netherlands
$106M +$4.32M +22,944 +4%
SAM
237
Storebrand Asset Management
Norway
$106M +$124M +656,057 New
AIG
238
American International Group
New York
$105M -$1.09M -5,788 -0.9%
TFP
239
Triple Frond Partners
California
$105M +$18.8M +100,000 +18%
BTW
240
Boston Trust Walden
Massachusetts
$104M -$9.84M -52,226 -7%
FAM
241
Foxhaven Asset Management
Virginia
$104M +$122M +645,857 New
Osaic Holdings
242
Osaic Holdings
Arizona
$103M +$1.19B +6,325,185 New
JIM
243
Jupiter Investment Management
United Kingdom
$102M +$12.7M +67,552 +12%
WBC
244
Westpac Banking Corp
Australia
$101M -$2.6M -13,797 -2%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$98M +$880K +4,670 +0.8%
ASC
246
Atalanta Sosnoff Capital
New York
$97.3M +$2.78M +14,757 +3%
SCA
247
Southpoint Capital Advisors
New York
$96.7M +$47.1M +250,000 +71%
KFM
248
KG Funds Management
New York
$96.2M +$1.37M +7,250 +1%
Marshall Wace
249
Marshall Wace
United Kingdom
$95.8M +$108M +572,187 +2,552%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$92.7M -$948K -5,033 -0.9%

V Hedge Fund Activity: Q1 2020 in Review

2,638 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2020, worth a combined $258B — down 15% from $304B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new V positions and 163 closed out — a net gain of 9 holders — while 1,126 added to existing stakes and 1,135 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $1.16B. The largest seller was Capital World Investors, cutting an estimated $1.19B.

  • 2,638 institutional investors held Visa (V) as of Q1 2020, down from 2,666 in Q4 2019.
  • Funds reported $258B of Visa stock for Q1 2020, down 15% quarter-over-quarter.
  • 172 funds opened new Visa positions in Q1 2020 and 163 closed out, a net change of +9 holders.
  • The largest Visa buyer in Q1 2020 was TCI Fund Management, an estimated $1.16B added.
  • The largest Visa seller in Q1 2020 was Capital World Investors, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2020.