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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WMS Partners
Maryland
$22.4M -$159K -1,232 -0.7%
CC
502
Caldera Capital
Texas
$22.4M +$6.47M +50,288 +42%
BAMF
503
BI Asset Management Fondsmaeglerselskab
Denmark
$22.1M -$7.66M -59,526 -26%
CFG
504
Citizens Financial Group
Rhode Island
$22.1M -$582K -4,522 -3%
Jane Street
505
Jane Street
New York
$22M +$12.7M +98,422 +145%
NMERB
506
New Mexico Educational Retirement Board
New Mexico
$22M -$849K -6,600 -4%
QIM
507
Quantitative Investment Management
Virginia
$21.9M +$8.29M +64,400 +64%
NONA
508
Ninety One North America
New York
$21.9M +$206K +1,601 +1%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$21.4M -$3.25M -25,225 -13%
FLII
510
First Long Island Investors
New York
$21.4M -$671K -5,215 -3%
Nomura Holdings
511
Nomura Holdings
Japan
$21.3M -$6.03M -46,841 -23%
PVH
512
Psagot Value Holdings
Israel
$21.3M +$630K +4,892 +3%
CAI
513
Capital Advisors Inc
Oklahoma
$21.2M -$527K -4,096 -2%
KLWA
514
Kelly Lawrence W & Associates
California
$21.2M +$51.5K +400 +0.3%
TBA
515
Tower Bridge Advisors
Pennsylvania
$21.1M -$727K -5,646 -3%
NAM
516
North American Management
Massachusetts
$21M -$206K -1,598 -1%
PCA
517
Personal Capital Advisors
California
$21M +$3.22M +25,002 +19%
BAMCO Inc
518
BAMCO Inc
New York
$20.9M +$1.06M +8,246 +6%
IAM
519
Impax Asset Management
New Hampshire
$20.8M -$1.17M -9,082 -5%
GJCM
520
Grand Jean Capital Management
California
$20.7M -$288K -2,241 -1%
SIC
521
Schwartz Investment Counsel
Michigan
$20.6M +$3.19M +24,800 +19%
BUB
522
BBVA USA Bancshares
Texas
$20.6M +$54.8K +426 +0.3%
FA
523
Friess Associates
Delaware
$20.5M
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$1.23M +9,522 +7%
PNAA
525
Pictet North America Advisors
Switzerland
$20.4M +$3.45M +26,826 +21%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.