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Visa
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1,728 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 679 increasing their positions, 715 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $846M

138% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 238 → 284 (+46)

13% more capital invested

Capital invested by funds: $137B → $155B (+$18.1B)

4% more funds holding

Funds holding: 1,664 → 1,728 (+64)

0.75% less ownership

Funds ownership: 94.58% → 93.83% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 715

Holders
1,728
Holders Change
+64
Holders Change %
+3.85%
% of All Funds
43.01%
Holding in Top 10
284
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.33%
% of All Funds
7.07%
New
145
Increased
679
Reduced
715
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.38B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
4
ClearBridge Investments
ClearBridge Investments
New York
+$230M
5
ECU
Egerton Capital (UK)
United Kingdom
+$221M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$554M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$324M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$285M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$262M
5
Renaissance Technologies
Renaissance Technologies
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
Edgewood Management
26
Edgewood Management
Connecticut
$1.1B +$40.3M +468,790 +4%
MSE
27
MUFG Securities EMEA
United Kingdom
$1.05B +$66.7M +775,000 +7%
Capital International Investors
28
Capital International Investors
California
$988M +$1.24M +14,373 +0.1%
American Century Companies
29
American Century Companies
Missouri
$987M -$31.4M -364,700 -3%
Deutsche Bank
30
Deutsche Bank
Germany
$984M +$101M +1,168,757 +12%
Brown Advisory
31
Brown Advisory
Maryland
$957M -$55.8M -648,697 -6%
Berkshire Hathaway
32
Berkshire Hathaway
Nebraska
$939M – – –
JSP
33
Jackson Square Partners
California
$938M -$73.8M -858,053 -8%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$872M -$128M -1,484,894 -13%
Polen Capital Management
35
Polen Capital Management
Florida
$860M +$60.9M +707,827 +8%
Capital Research Global Investors
36
Capital Research Global Investors
California
$842M -$62.8M -730,195 -7%
Citadel Advisors
37
Citadel Advisors
Florida
$831M +$124M +1,436,838 +18%
ClearBridge Investments
38
ClearBridge Investments
New York
$813M +$230M +2,677,533 +41%
Legal & General Group
39
Legal & General Group
United Kingdom
$777M +$24.5M +284,412 +3%
UBS AM
40
UBS AM
Illinois
$745M +$14.2M +164,971 +2%
CWG
41
C WorldWide Group
Denmark
$745M +$66.6M +773,707 +10%
Harris Associates
42
Harris Associates
Illinois
$698M +$285K +3,311 +0%
Franklin Resources
43
Franklin Resources
California
$692M -$47.6M -553,280 -7%
FAM
44
Fred Alger Management
New York
$686M -$1.48M -17,263 -0.2%
Artisan Partners
45
Artisan Partners
Wisconsin
$654M +$21.1M +245,237 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$654M +$119M +1,388,200 +23%
Invesco
47
Invesco
Georgia
$645M -$25.7M -298,623 -4%
UBS Group
48
UBS Group
Switzerland
$640M +$97.4M +1,131,943 +19%
Allianz Asset Management
49
Allianz Asset Management
Germany
$640M +$71.1M +826,686 +13%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$613M +$50.2M +583,729 +9%
1
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V Hedge Fund Activity: Q1 2017 in Review

1,728 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2017, worth a combined $155B — up 13% from $137B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new V positions and 61 closed out — a net gain of 84 holders — while 679 added to existing stakes and 715 trimmed.

The largest buyer was BlackRock, adding an estimated $9.38B. The largest seller was 1832 Asset Management, cutting an estimated $554M.

  • 1,728 institutional investors held Visa (V) as of Q1 2017, up from 1,664 in Q4 2016.
  • Funds reported $155B of Visa stock for Q1 2017, up 13% quarter-over-quarter.
  • 145 funds opened new Visa positions in Q1 2017 and 61 closed out, a net change of +84 holders.
  • The largest Visa buyer in Q1 2017 was BlackRock, an estimated $9.38B added.
  • The largest Visa seller in Q1 2017 was 1832 Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2017.