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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
BAM
251
Barrett Asset Management
New York
$77.6M -$1.74M -14,395 -2%
AWM
252
Ashmore Wealth Management
Delaware
$77.3M -$4.88M -40,300 -6%
OCBV
253
Ownership Capital B.V.
Netherlands
$76.7M -$28.5M -235,552 -27%
TIM
254
Thornburg Investment Management
New Mexico
$76.6M +$5.71M +47,081 +8%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$75.4M +$32.3M +266,509 +73%
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$75.3M +$21.7M +179,219 +40%
BI
257
BlueSpruce Investments
Illinois
$75.2M +$17M +140,075 +29%
MA
258
Marshfield Associates
District of Columbia
$75.1M -$1.29M -10,667 -2%
CAM
259
CGOV Asset Management
Ontario, Canada
$74.4M -$10.6M -87,545 -12%
CI
260
Clal Insurance
Israel
$73.5M -$8.38M -69,162 -10%
CAM
261
ClariVest Asset Management
California
$73.1M -$1.92M -15,870 -3%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$71.5M +$1.7M +14,034 +2%
ASC
263
Atalanta Sosnoff Capital
New York
$70.3M -$270K -2,224 -0.4%
CFM
264
Coronation Fund Managers
South Africa
$70.1M -$63.3M -522,355 -47%
KFM
265
KG Funds Management
New York
$69.7M +$5.09M +42,000 +8%
NSLI
266
Nan Shan Life Insurance
Taiwan
$68.7M -$33.4M -275,943 -32%
GIBU
267
Gulf International Bank (UK)
United Kingdom
$68.7M -$895K -7,382 -1%
GRQ
268
Gardner Russo & Quinn
Pennsylvania
$68.1M -$583K -4,811 -0.8%
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$67.8M +$461K +3,800 +0.7%
UCFA
270
United Capital Financial Advisors
Texas
$67.6M +$1.11M +9,162 +2%
CB
271
Commerce Bank
Missouri
$67M -$806K -6,652 -1%
EP
272
Elkfork Partners
Oregon
$65.8M -$3.49M -28,756 -5%
AAMU
273
AEGON Asset Management (UK)
United Kingdom
$65.1M -$1.85M -15,227 -3%
FWIA
274
Fort Washington Investment Advisors
Ohio
$64.9M +$119K +978 +0.2%
MIM
275
MetLife Investment Management
New Jersey
$64.9M -$2.26M -18,620 -3%

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.