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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
SICM
501
Sustainable Insight Capital Management
New York
$14.5M +$15M +186,500 New
KWILP
502
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.4M +$14.9M +184,872 New
AAM
503
Aureus Asset Management
Massachusetts
$14.4M +$1.21M +14,996 +9%
JMH
504
J.M. Hartwell
New York
$14.3M -$251K -3,120 -2%
CAG
505
Crestwood Advisors Group
Massachusetts
$14.3M +$2.47M +30,688 +20%
CCP
506
Cryder Capital Partners
United Kingdom
$14.2M +$1.4M +17,357 +11%
BUB
507
BBVA USA Bancshares
Texas
$14.2M -$333K -4,143 -2%
AJ
508
Ashburton (Jersey)
Jersey
$14.1M +$1.38M +17,175 +10%
RIG
509
Roosevelt Investment Group
New York
$14.1M -$6.99M -86,990 -33%
CP
510
Cumberland Partners
Ontario, Canada
$14M -$461K -5,735 -3%
CFG
511
Citizens Financial Group
Rhode Island
$14M -$649K -8,076 -4%
WP
512
WMS Partners
Maryland
$13.9M -$17.3K -215 -0.1%
PL
513
Perpetual Ltd
Australia
$13.8M +$514K +6,392 +4%
PWP
514
Private Wealth Partners
California
$13.8M +$4.19M +52,165 +42%
EB
515
Eastern Bank
Massachusetts
$13.7M -$181K -2,256 -1%
Hudson Bay Capital Management
516
Hudson Bay Capital Management
Connecticut
$13.7M +$14.1M +175,801 New
KLWA
517
Kelly Lawrence W & Associates
California
$13.5M +$2.03M +25,310 +17%
WAM
518
World Asset Management
Michigan
$13.4M -$1.29M -16,060 -9%
HP
519
Hikari Power
Japan
$13.4M
LOAMU
520
Lombard Odier Asset Management (USA)
New York
$13.3M +$3.48M +43,250 +34%
GGI
521
Godsey & Gibb Inc
Virginia
$13.3M +$6.19K +77 +0%
SMI
522
Shelter Mutual Insurance
Missouri
$13.2M
BRC
523
Bishop Rock Capital
New York
$13.1M +$13.5M +167,592 New
NIMI
524
Natixis Investment Managers International
France
$13.1M +$1.22M +15,170 +10%
Cambridge Investment Research Advisors
525
Cambridge Investment Research Advisors
Iowa
$13M +$988K +12,287 +8%

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.