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Visa
V

2,430 hedge funds and large institutions have $278B invested in Visa in 2019 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 971 increasing their positions, 1,059 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

2% more funds holding

Funds holding: 2,385 → 2,430 (+45)

0.02% less ownership

Funds ownership: 93.76% → 93.75% (-0.02%)

1% less capital invested

Capital invested by funds: $282B → $278B (-$4.16B)

8% less repeat investments, than reductions

Existing positions increased: 971 | Existing positions reduced: 1,059

3% less funds holding in top 10

Funds holding in top 10: 571 → 553 (-18)

14% less call options, than puts

Call options by funds: $3.23B | Put options by funds: $3.75B

Holders
2,430
Holders Change
+45
Holders Change %
+1.89%
% of All Funds
53.28%
Holding in Top 10
553
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.15%
% of All Funds
12.12%
New
120
Increased
971
Reduced
1,059
Closed
59
Calls
$3.23B
Puts
$3.75B
Net Calls
-$516M
Net Calls Change
-$514M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$407M
2
Victory Capital Management
Victory Capital Management
Texas
+$404M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$344M
4
Capital International Investors
Capital International Investors
California
+$327M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$252M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$935M
2
USAA
United Services Automobile Association
Texas
-$488M
3
Capital World Investors
Capital World Investors
California
-$482M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$284M
5
Artisan Partners
Artisan Partners
Wisconsin
-$238M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
2476
Round Table Services
New Jersey
– -$213K -1,225 Closed
JPG
2477
Jordan Park Group
California
– -$209K -1,205 Closed
MLFP
2478
MPS Loria Financial Planners
Illinois
– -$208K -1,200 Closed
DDPIC
2479
Deroy & Devereaux Private Investment Counsel
Michigan
– -$207K -1,191 Closed
ANTB
2480
AMG National Trust Bank
Colorado
– -$205K -1,183 Closed
BBA
2481
Braun-Bostich & Associates
Pennsylvania
– -$177K -1,018 Closed
MUS
2482
Mitsubishi UFJ Securities
Japan
– -$170K -980 Closed
LA
2483
Legacy Advisors
Pennsylvania
– -$130K -750 Closed
CFA
2484
Camarda Financial Advisors
Florida
– -$111K -642 Closed
TM
2485
Titan Managers
Arizona
– -$52K -300 Closed
MAU
2486
MRA Associates USA
Arizona
– -$42K -242 Closed
FMP
2487
Financial Management Professionals
Texas
– -$10K -59 Closed
AWM
2488
Arbor Wealth Management
Florida
– -$8K -48 Closed
SHJ
2489
Sharkey, Howes & Javer
Colorado
– -$8K -45 Closed
MWM
2490
Mascoma Wealth Management
New Hampshire
– -$3K -15 Closed
96 97 98 99
100

V Hedge Fund Activity: Q3 2019 in Review

2,430 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2019, worth a combined $278B — down 1.5% from $282B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new V positions and 59 closed out — a net gain of 61 holders — while 971 added to existing stakes and 1,059 trimmed.

The largest buyer was BlackRock, adding an estimated $407M. The largest seller was JP Morgan Chase, cutting an estimated $935M.

  • 2,430 institutional investors held Visa (V) as of Q3 2019, up from 2,385 in Q2 2019.
  • Funds reported $278B of Visa stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 120 funds opened new Visa positions in Q3 2019 and 59 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q3 2019 was BlackRock, an estimated $407M added.
  • The largest Visa seller in Q3 2019 was JP Morgan Chase, an estimated $935M sold.

Based on aggregated 13F filings for Q3 2019.