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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
NFGCM
526
Norman Fields Gottscho Capital Management
New York
$12.8M -$1.07M -13,339 -7%
JWBC
527
J.W. Burns & Co
New York
$12.8M -$704K -8,755 -5%
AP
528
Appleton Partners
Massachusetts
$12.7M -$839K -10,435 -6%
MTIP
529
Magee Thomson Investment Partners
California
$12.6M -$523K -6,500 -4%
BFM
530
Boston Financial Management
Massachusetts
$12.6M -$39.6K -492 -0.3%
GIP
531
Granite Investment Partners
California
$12.6M +$363K +4,510 +3%
WSFS
532
Wilmington Savings Fund Society
Delaware
$12.5M -$6.16M -76,670 -32%
NPPM
533
North Point Portfolio Managers
Ohio
$12.4M -$119K -1,478 -0.9%
CII
534
Capital International Inc
California
$12.3M +$3.08M +38,300 +32%
AC
535
Allstate Corporation
Illinois
$12.3M +$1.6M +19,928 +15%
MME
536
Meag Munich Ergo
Germany
$12.2M +$3.66M +45,465 +42%
HHMI
537
Howard Hughes Medical Institute
Maryland
$12M -$486K -6,050 -4%
MFBTD
538
MB Financial Bank - Trust Department
Illinois
$12M +$160K +1,994 +1%
KCP
539
KDI Capital Partners
North Carolina
$12M +$7.04M +87,576 +132%
SIM
540
Sentry Investment Management
Wisconsin
$12M -$120K -1,491 -1%
LPL Financial
541
LPL Financial
California
$11.8M -$173K -2,148 -1%
TA
542
TRB Advisors
New York
$11.7M +$8.84M +110,000 +275%
GHA
543
GW Henssler & Associates
Georgia
$11.7M +$173K +2,158 +1%
BBI
544
Baxter Bros Inc
Connecticut
$11.6M +$483K +6,002 +4%
AG
545
Advisor Group
Arizona
$11.6M -$55.3K -688 -0.5%
BFA
546
Beaumont Financial Advisors
Massachusetts
$11.6M +$463K +5,762 +4%
ZAM
547
Zevin Asset Management
Massachusetts
$11.4M +$6.06M +75,362 +106%
CTA
548
Chesley Taft & Associates
Illinois
$11.4M +$464K +5,775 +4%
TSS
549
Thomas Story & Son
Indiana
$11.2M +$233K +2,895 +2%
FLII
550
First Long Island Investors
New York
$11.2M +$17.9K +223 +0.2%

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.