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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
FCI
576
Financial Counselors Inc
Kansas
$17.3M +$171K +1,332 +1%
GT
577
Greenleaf Trust
Michigan
$17.2M +$2.69M +20,887 +19%
CEP
578
Chicago Equity Partners
Illinois
$17.1M +$1.03M +8,005 +7%
ZAM
579
Zevin Asset Management
Massachusetts
$17.1M -$1.67M -13,012 -9%
OCM
580
Osterweis Capital Management
California
$16.9M +$3.87M +30,080 +31%
BC
581
Brinker Capital
Pennsylvania
$16.8M +$566K +4,398 +4%
RBA
582
Richard Bernstein Advisors
New York
$16.7M +$681K +5,291 +4%
DSAM
583
Dock Street Asset Management
Florida
$16.6M +$241K +1,872 +2%
PAM
584
Private Asset Management
California
$16.5M -$39.9K -310 -0.2%
CS
585
Credential Securities
$16.4M +$992K +7,704 +7%
WAM
586
World Asset Management
Michigan
$16.4M +$158K +1,229 +1%
JAFL
587
Jay A. Fishman Ltd
Michigan
$16.3M -$41.2K -320 -0.3%
SSA
588
Schonfeld Strategic Advisors
New York
$16.3M +$7.39M +57,399 +88%
CONA
589
Capital One National Association
New York
$16.2M -$670K -5,209 -4%
CCM
590
Chilton Capital Management
Texas
$16.2M -$575K -4,470 -4%
MME
591
Meag Munich Ergo
Germany
$16.2M -$13.7M -106,526 -47%
CIC
592
Carnegie Investment Counsel
Ohio
$16.2M +$181K +1,405 +1%
DAM
593
Deltec Asset Management
New York
$16M -$374K -2,903 -2%
SIM
594
Sentry Investment Management
Wisconsin
$15.9M -$88.8K -690 -0.6%
KB
595
Kimelman & Baird
New York
$15.9M +$15.5M +120,261 New
MRCP
596
Manor Road Capital Partners
New York
$15.9M +$15.4M +120,000 New
CCA
597
Cobblestone Capital Advisors
New York
$15.9M +$25.6K +199 +0.2%
SSA
598
South Street Advisors
New York
$15.9M -$403K -3,130 -3%
NRS
599
Neville Rodie & Shaw
New York
$15.8M +$521K +4,046 +3%
MSR
600
Main Street Research
Connecticut
$15.8M -$161K -1,252 -1%

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.