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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
351
Nomura Asset Management
Japan
$44.4M +$1.13M +8,810 +3%
JAM
352
Jupiter Asset Management
United Kingdom
$44.2M +$5.38M +41,824 +14%
M&T Bank
353
M&T Bank
New York
$44.1M -$341K -2,653 -0.8%
RCAMU
354
Rothschild & Co Asset Management US
Connecticut
$44.1M -$600K -4,660 -1%
URS
355
Utah Retirement Systems
Utah
$43.9M -$1.03M -8,000 -2%
GC
356
Guggenheim Capital
Illinois
$43.8M -$101M -781,458 -70%
ADEF
357
Adams Diversified Equity Fund
Maryland
$43.1M +$1.89M +14,700 +5%
DCM
358
Dupont Capital Management
Delaware
$43M -$2.7M -20,969 -6%
AII
359
AGF Investments Inc
Ontario, Canada
$42.7M +$5.85M +45,437 +16%
PI
360
PineBridge Investments
New York
$42.6M -$1.93M -14,981 -4%
IG
361
Ithaka Group
Virginia
$42.4M -$733K -5,699 -2%
NA
362
Neuburgh Advisers
California
$42.3M +$632K +4,912 +2%
Creative Planning
363
Creative Planning
Kansas
$41.2M +$4.96M +38,518 +14%
CPP
364
Crow Point Partners
Massachusetts
$41.1M +$1.81M +14,062 +5%
LFDLE
365
La Financiere de L'Echiquier
France
$41.1M +$30.9M +239,910 +342%
BTS
366
BB&T Securities
Virginia
$41M +$2M +15,517 +5%
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$41M
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
$40.9M -$130M -1,009,167 -77%
TAM
369
Tiverton Asset Management
Delaware
$40.9M +$1.88M +14,589 +5%
CC
370
Chicago Capital
Illinois
$40.6M +$12M +93,166 +44%
BHC
371
Bowen Hanes & Co
Florida
$40.5M -$552K -4,290 -1%
RMDI
372
R.M. Davis Inc
Maine
$39.7M -$1.15M -8,963 -3%
FIM
373
Frontier Investment Management
Texas
$39.5M +$695K +5,402 +2%
SIA
374
Sit Investment Associates
Minnesota
$39.4M -$537K -4,175 -1%
HCM
375
Howland Capital Management
Massachusetts
$39.3M -$1.4M -10,901 -4%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.