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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
526
BBVA USA Bancshares
Texas
$18.5M -$472K -3,892 -2%
SCA
527
Stillwater Capital Advisors
Pennsylvania
$18.5M -$231K -1,909 -1%
VanEck Associates
528
VanEck Associates
New York
$18.4M -$17.7M -145,652 -49%
SMI
529
Shelter Mutual Insurance
Missouri
$18.2M
TNB
530
Thomasville National Bank
Georgia
$18.1M +$258K +2,127 +1%
NPPM
531
North Point Portfolio Managers
Ohio
$18.1M +$163K +1,347 +0.9%
NP
532
NS Partners
United Kingdom
$18.1M +$619K +5,108 +4%
EB
533
Eastern Bank
Massachusetts
$18M -$1.36M -11,245 -7%
EMG
534
ETF Managers Group
New Jersey
$18M +$1.88M +15,532 +11%
SH
535
Sandia Holdings
Connecticut
$17.9M -$1.98M -16,301 -10%
BBI
536
Baxter Bros Inc
Connecticut
$17.9M +$517K +4,265 +3%
BAMCO Inc
537
BAMCO Inc
New York
$17.9M -$2.04M -16,831 -10%
PFM
538
Parsec Financial Management
North Carolina
$17.8M +$908K +7,494 +5%
GIP
539
Granite Investment Partners
California
$17.8M -$552K -4,557 -3%
SGAM
540
Smith Group Asset Management
Texas
$17.7M -$470K -3,876 -3%
BFS
541
Baskin Financial Services
Ontario, Canada
$17.6M +$62.2K +513 +0.4%
CTA
542
Chesley Taft & Associates
Illinois
$17.6M -$528K -4,360 -3%
EWA
543
EP Wealth Advisors
California
$17.5M -$105K -868 -0.6%
SC
544
Stralem & Co
New York
$17.4M -$3.61M -29,800 -17%
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$780K +6,433 +5%
LCM
546
Laurion Capital Management
New York
$17.3M -$88.3M -728,305 -83%
ACP
547
Ashfield Capital Partners
California
$17.3M -$644K -5,317 -4%
BFA
548
Beaumont Financial Advisors
Massachusetts
$17.2M +$404K +3,333 +2%
Fidelity International
549
Fidelity International
Bermuda
$17.1M -$7.91M -65,275 -31%
AP
550
Appleton Partners
Massachusetts
$17.1M -$34.3K -283 -0.2%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.