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1,829 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 707 increasing their positions, 773 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.92B | Put options by funds: $1.37B

126% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $162B → $180B (+$18B)

8% more funds holding in top 10

Funds holding in top 10: 281304 (+23)

3% more funds holding

Funds holding: 1,7721,829 (+57)

0.02% less ownership

Funds ownership: 93.52%93.5% (-0.02%)

9% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 773

Holders
1,829
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.59%
Holding in Top 10
304
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.19%
% of All Funds
7.58%
New
131
Increased
707
Reduced
773
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
476
Truvvo Partners
New York
$21M
OCAM
477
Onex Canada Asset Management
Ontario, Canada
$21M -$606K -5,971 -3%
MJRIC
478
Mogy Joel R Investment Counsel
California
$21M +$204K +2,010 +1%
PC
479
PM Capital
Australia
$20.9M
AIA
480
Avalon Investment & Advisory
Texas
$20.7M -$646K -6,372 -3%
EAM
481
EULAV Asset Management
Florida
$20.5M -$61.3K -604 -0.3%
NPF
482
Norris Perne & French
Michigan
$20.5M +$596K +5,876 +3%
SYBT
483
Stock Yards Bank & Trust
Kentucky
$20.3M +$927K +9,142 +5%
LRPA
484
L. Roy Papp & Associates
Arizona
$20.3M -$175K -1,727 -0.9%
FWCM
485
Ferguson Wellman Capital Management
Oregon
$20.2M -$337K -3,322 -2%
PHS
486
PFM Health Sciences
California
$20M -$37.7M -371,543 -66%
AG
487
Advisor Group
Arizona
$19.9M +$1.25M +12,350 +7%
NAM
488
North American Management
Massachusetts
$19.9M -$49.2K -485 -0.3%
VCM
489
Violich Capital Management
California
$19.7M +$493K +4,865 +3%
CC
490
Cadinha & Co
Hawaii
$19.6M -$256K -2,520 -1%
SAM
491
Securian Asset Management
Minnesota
$19.6M -$48.3K -476 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
492
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.5M +$18.2M +179,925 +3,427%
KWILP
493
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.5M +$6.52M +64,285 +53%
BPB
494
Badgley, Phelps & Bell
Washington
$19.2M -$246K -2,430 -1%
RE
495
RBC Europe
United Kingdom
$19.1M +$18.4M +181,568 New
TAF
496
Tredje AP-fonden
Sweden
$19.1M -$1.08M -10,683 -6%
CFG
497
Citizens Financial Group
Rhode Island
$18.9M -$351K -3,458 -2%
JMH
498
J.M. Hartwell
New York
$18.9M +$132K +1,300 +0.7%
PWP
499
Private Wealth Partners
California
$18.8M +$13.5K +133 +0.1%
RC
500
Randolph Company
Ohio
$18.8M

V Hedge Fund Activity: Q3 2017 in Review

1,829 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2017, worth a combined $180B — up 11% from $162B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new V positions and 58 closed out — a net gain of 73 holders — while 707 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $439M. The largest seller was Citadel Advisors, cutting an estimated $548M.

  • 1,829 institutional investors held Visa (V) as of Q3 2017, up from 1,772 in Q2 2017.
  • Funds reported $180B of Visa stock for Q3 2017, up 11% quarter-over-quarter.
  • 131 funds opened new Visa positions in Q3 2017 and 58 closed out, a net change of +73 holders.
  • The largest Visa buyer in Q3 2017 was Bank of America, an estimated $439M added.
  • The largest Visa seller in Q3 2017 was Citadel Advisors, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.