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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
TCM
351
Tran Capital Management
California
$41.4M -$2.31M -16,690 -5%
AII
352
AGF Investments Inc
Ontario, Canada
$41.2M +$10.1K +73 +0%
FIM
353
Frontier Investment Management
Texas
$41.2M +$1.99M +14,395 +5%
CC
354
Carlson Capital
Texas
$41.1M -$60M -434,339 -58%
TAM
355
Tiverton Asset Management
Delaware
$40.7M +$1.17M +8,474 +3%
CPP
356
Crow Point Partners
Massachusetts
$40.7M +$67.7K +490 +0.2%
Rafferty Asset Management
357
Rafferty Asset Management
New York
$40.4M -$15.9M -115,121 -27%
BTS
358
BB&T Securities
Virginia
$40.3M +$180K +1,302 +0.4%
SIC
359
Schwartz Investment Counsel
Michigan
$40.1M +$18.1M +131,000 +76%
H
360
Hexavest
Quebec, Canada
$40.1M -$1.99M -14,430 -5%
BIM
361
Bridges Investment Management
Nebraska
$40M +$13.6M +98,686 +48%
ADEF
362
Adams Diversified Equity Fund
Maryland
$39.8M -$3.36M -24,300 -7%
GC
363
Giverny Capital
Quebec, Canada
$39.3M -$668K -4,836 -2%
RMDI
364
R.M. Davis Inc
Maine
$39.1M +$240K +1,735 +0.6%
BNP Paribas Financial Markets
365
BNP Paribas Financial Markets
France
$39M -$252M -1,827,833 -86%
BCIM
366
British Columbia Investment Management
British Columbia, Canada
$38.9M +$4.49M +32,477 +12%
IG
367
Ithaka Group
Virginia
$38.7M -$904K -6,544 -2%
AIMCA
368
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.4M -$6.6M -47,800 -14%
SL
369
Summitry LLC
California
$38.3M +$1.65M +11,933 +4%
HIM
370
HughesLittle Investment Management
$38.1M -$202K -1,460 -0.5%
IGM
371
Incline Global Management
New York
$38M -$3.79M -27,477 -9%
CRC
372
Curi RMB Capital
Illinois
$38M +$3.47M +25,108 +10%
BCF
373
BLS Capital Fondsmaeglerselskab
Denmark
$37.7M +$6.01M +43,500 +18%
TAM
374
Tocqueville Asset Management
New York
$37.5M +$885K +6,408 +2%
DILIC
375
Dai-ichi Life Insurance Company
Japan
$37.4M -$1.37M -9,887 -3%

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.