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1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
401
Oakbrook Investments
Illinois
$23.1M +$20.9M +260,370 +740%
Select Equity Group
402
Select Equity Group
New York
$22.9M +$36.3K +452 +0.2%
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$22.7M +$1.4M +17,470 +6%
TU
404
TDAM USA
Ontario, Canada
$22.7M -$106K -1,320 -0.5%
DnB Asset Management
405
DnB Asset Management
Norway
$22.5M +$635K +7,900 +3%
VanEck Associates
406
VanEck Associates
New York
$22.3M +$2.04M +25,354 +10%
AP
407
Altarock Partners
Florida
$22M
HIM
408
Hermes Investment Management
United Kingdom
$22M -$29.3M -364,206 -56%
TM
409
Thrax Management
New York
$22M +$6.9M +85,878 +44%
SDIC
410
South Dakota Investment Council
South Dakota
$21.8M +$8.65M +107,560 +63%
AAM
411
Advisors Asset Management
Colorado
$21.6M -$88K -1,095 -0.4%
CS
412
Candriam SCA
Luxembourg
$21.5M -$2.38M -29,603 -10%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$21.5M +$1.61M +20,006 +8%
LTFS
414
Ladenburg Thalmann Financial Services
Florida
$21.5M +$5.09M +63,346 +30%
CT
415
Cambridge Trust
Massachusetts
$21.4M +$2.35M +29,280 +12%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$21.3M +$861K +10,704 +4%
TIP
417
Torray Investment Partners
Maryland
$21.3M -$262K -3,257 -1%
CRC
418
Curi RMB Capital
Illinois
$21.2M -$1.24M -15,483 -5%
CIC
419
Chilton Investment Company
Connecticut
$21.2M +$6.41M +79,736 +42%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$21.1M +$2.54M +31,656 +13%
PSUF
421
People's United Financial
Connecticut
$21.1M +$5.41M +67,239 +33%
CPP
422
Crow Point Partners
Massachusetts
$21.1M
CCM
423
Compass Capital Management
Minnesota
$20.9M +$324K +4,026 +2%
LP
424
LMR Partners
United Kingdom
$20.9M +$21.6M +268,113 New
LCM
425
Lomas Capital Management
New York
$20.8M +$7.95M +98,930 +59%

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.