We are live on ! Find out more

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
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$40.2M +$6.27M +51,729 +18%
M&T Bank
352
M&T Bank
New York
$40.2M -$462K -3,814 -1%
Skandinaviska Enskilda Banken (SEB)
353
Skandinaviska Enskilda Banken (SEB)
Sweden
$40.1M +$1.76M +14,522 +5%
SLAM
354
Swiss Life Asset Management
$40M -$538K -4,443 -1%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$39.3M -$9.88M -81,497 -20%
AAM
356
Ardevora Asset Management
United Kingdom
$39M -$230K -1,900 -0.6%
Nomura Asset Management
357
Nomura Asset Management
Japan
$39M +$4.35M +35,928 +12%
IG
358
Ithaka Group
Virginia
$38.9M -$838K -6,917 -2%
CIC
359
Chilton Investment Company
Connecticut
$38.9M -$3.96M -32,676 -9%
Fiera Capital (Canada)
360
Fiera Capital (Canada)
Quebec, Canada
$38.6M -$431K -3,553 -1%
HighTower Advisors
361
HighTower Advisors
Illinois
$38M -$677K -5,585 -2%
NA
362
Neuburgh Advisers
California
$37.6M -$1.99M -16,432 -5%
ADEF
363
Adams Diversified Equity Fund
Maryland
$37.2M
Two Sigma Advisers
364
Two Sigma Advisers
New York
$37.1M -$30.1M -248,014 -44%
BHC
365
Bowen Hanes & Co
Florida
$37.1M -$99.4K -820 -0.3%
FWCM
366
Ferguson Wellman Capital Management
Oregon
$37M +$14.5M +119,654 +63%
RMDI
367
R.M. Davis Inc
Maine
$36.9M -$1.02M -8,444 -3%
HCM
368
Howland Capital Management
Massachusetts
$36.8M -$549K -4,527 -1%
SL
369
Summitry LLC
California
$36.8M -$2.76M -22,782 -7%
DILIC
370
Dai-ichi Life Insurance Company
Japan
$36.5M -$3.8M -31,383 -9%
BCM
371
Barometer Capital Management
Ontario, Canada
$36.5M +$7.21M +59,450 +24%
Man Group
372
Man Group
United Kingdom
$36.4M +$36.9M +304,466 New
HIM
373
HughesLittle Investment Management
$36.2M -$69.1K -570 -0.2%
SIA
374
Sit Investment Associates
Minnesota
$36.1M -$2.68M -22,075 -7%
PIA
375
Piedmont Investment Advisors
North Carolina
$35.9M -$14.3M -118,059 -28%

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.