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Visa
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Overview Fund Activity

2,071 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, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
601
Credential Securities
$13.9M +$1.76M +14,730 +15%
PP
602
Patten & Patten
Tennessee
$13.9M +$221K +1,850 +2%
RJT
603
Raymond James Trust
Florida
$13.9M +$127K +1,065 +0.9%
MC
604
Middleton & Co
Massachusetts
$13.8M -$1.29M -10,778 -9%
NRS
605
Neville Rodie & Shaw
New York
$13.8M -$334K -2,788 -2%
CGI
606
CI Global Investments
California
$13.8M +$13.8M +115,465 +79,631%
BPCM
607
Beach Point Capital Management
California
$13.7M +$5.98M +50,000 +78%
SI
608
Stephens Inc
Arkansas
$13.7M +$515K +4,309 +4%
GIM
609
Grassi Investment Management
California
$13.6M +$458K +3,825 +3%
SF
610
Synovus Financial
Georgia
$13.6M +$540K +4,515 +4%
Jones Financial Companies
611
Jones Financial Companies
Missouri
$13.6M -$743K -6,209 -5%
KCM
612
Kornitzer Capital Management
Kansas
$13.5M -$551K -4,610 -4%
TAM
613
Taurus Asset Management
New York
$13.5M +$346K +2,895 +3%
CCM
614
Covington Capital Management
California
$13.3M -$245K -2,052 -2%
CCG
615
Cypress Capital Group
Florida
$13.3M +$437K +3,651 +3%
MML Investors Services
616
MML Investors Services
Massachusetts
$13.2M +$1.22M +10,178 +10%
ACM
617
Azimuth Capital Management
Michigan
$13.2M -$2.38M -19,870 -15%
FBB
618
Fulton Breakefield Broenniman
Maryland
$13.2M +$1.37M +11,469 +12%
LSERS
619
Louisiana State Employees Retirement System
Louisiana
$13.2M +$35.9K +300 +0.3%
OAM
620
Origin Asset Management
United Kingdom
$13M -$1.9M -15,900 -13%
GT
621
Greenleaf Trust
Michigan
$13M +$414K +3,458 +3%
BF
622
BOK Financial
Oklahoma
$12.9M +$1.44M +12,012 +12%
Holocene Advisors
623
Holocene Advisors
New York
$12.9M -$12.5M -104,818 -49%
KWMG
624
King Wealth Management Group
Florida
$12.9M -$56.2K -470 -0.4%
H
625
HoyleCohen
California
$12.8M -$454K -3,795 -3%
23 24
25
26 27