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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
WPC
326
Waters Parkerson & Co
Louisiana
$47.4M -$4M -28,945 -7%
WT
327
Washington Trust
Rhode Island
$47M -$1.17M -8,472 -2%
NIM
328
Northeast Investment Management
Massachusetts
$46.9M -$2.04M -14,794 -4%
PIM
329
Provident Investment Management
Michigan
$46.9M -$4.06M -29,377 -8%
RFC
330
Regions Financial Corp
Alabama
$46.7M +$15.5M +112,050 +46%
TPSF
331
Texas Permanent School Fund
Texas
$46.6M -$6.27M -45,391 -11%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$46.5M -$515K -3,730 -1%
Nomura Asset Management
333
Nomura Asset Management
Japan
$46.1M +$1.13M +8,169 +2%
DCM
334
Dupont Capital Management
Delaware
$46M +$4.4M +31,842 +10%
DMIC
335
Dixon Mitchell Investment Counsel
British Columbia, Canada
$45.5M -$174K -1,261 -0.4%
SW
336
SVB Wealth
Massachusetts
$45.5M +$330K +2,389 +0.7%
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$45.4M -$10.7M -77,139 -18%
MLICM
338
Metropolitan Life Insurance Company (MetLife)
New York
$45.3M -$817K -5,916 -2%
M&T Bank
339
M&T Bank
New York
$44.6M +$447K +3,238 +1%
PI
340
PineBridge Investments
New York
$44.2M -$3.63M -26,301 -7%
ERSOT
341
Employees Retirement System of Texas
Texas
$44.1M -$3.74M -27,100 -8%
LTFS
342
Ladenburg Thalmann Financial Services
Florida
$43.9M -$2.01M -14,568 -4%
URS
343
Utah Retirement Systems
Utah
$43.8M -$41.4K -300 -0.1%
CC
344
Chicago Capital
Illinois
$43.4M +$749K +5,421 +2%
Creative Planning
345
Creative Planning
Kansas
$43.3M +$1.33M +9,638 +3%
XK
346
Xact Kapitalforvaltning
Sweden
$43.2M -$2.97M -21,498 -6%
SAM
347
Scopus Asset Management
New York
$43.1M -$69.6M -504,182 -61%
MIH
348
Madison Investment Holdings
Wisconsin
$43M -$3.43M -24,837 -7%
ZDA
349
Zweig-DiMenna Associates
New York
$42.7M +$12.5M +90,554 +39%
SDIC
350
South Dakota Investment Council
South Dakota
$41.8M -$1.84M -13,300 -4%

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.