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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
SDJVC
276
St. Denis J. Villere & Co
Louisiana
$80.5M -$5.65K -30 -0%
MSL
277
Mackay Shields LLC
New York
$79.6M -$5.91M -31,347 -6%
HNB
278
Huntington National Bank
Ohio
$78.7M +$5.45M +28,914 +6%
HighTower Advisors
279
HighTower Advisors
Illinois
$78.7M +$1.09M +5,800 +1%
BAM
280
Barrett Asset Management
New York
$78.6M -$3.05M -16,196 -3%
VFCM
281
Valley Forge Capital Management
Florida
$77.8M
AAM
282
Advisors Asset Management
Colorado
$77.7M +$4.06M +21,548 +5%
CWM
283
CIBC World Markets
New York
$77.2M -$26.3M -139,635 -23%
WIM
284
Weitz Investment Management
Nebraska
$77.1M -$1.88M -10,000 -2%
WT
285
Washington Trust
Rhode Island
$76.9M -$1.06M -5,612 -1%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$76.5M +$1.51M +8,000 +2%
FAF
287
Fjarde Ap-fonden
Sweden
$76.1M -$6.43M -34,155 -7%
AIM
288
Allen Investment Management
New York
$74.6M +$81.7M +433,778 +1,475%
LCOV
289
London Company of Virginia
Virginia
$73.4M -$8.28M -43,978 -9%
SIG
290
Senator Investment Group
New York
$72.5M -$9.42M -50,000 -10%
PCM
291
PAR Capital Management
Massachusetts
$72.5M
OTPPB
292
Ontario Teachers' Pension Plan Board
Ontario, Canada
$71.9M +$6.45M +34,239 +8%
CWP
293
Capital Wealth Planning
Florida
$71.8M +$2.68M +14,241 +3%
MIM
294
MetLife Investment Management
New Jersey
$71.1M -$2.54M -13,501 -3%
CS
295
Candriam SCA
Luxembourg
$70.7M +$6.22K +33 +0%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$70.1M +$1.87M +9,931 +2%
ProShare Advisors
297
ProShare Advisors
Maryland
$70M -$39.9M -211,758 -33%
CFB
298
Cullen/Frost Bankers
Texas
$69.7M -$392K -2,080 -0.5%
WIM
299
Waverton Investment Management
United Kingdom
$69.3M -$3.67M -19,485 -4%
Viking Global Investors
300
Viking Global Investors
Connecticut
$69.3M +$17.8M +94,562 +28%

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.