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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
ARTA
601
A.R.T. Advisors
New York
$13.9M +$10.3M +85,062 +272%
SAM
602
Silvercrest Asset Management
New York
$13.9M -$388K -3,200 -3%
CS
603
Credential Securities
$13.9M +$1.79M +14,730 +15%
PP
604
Patten & Patten
Tennessee
$13.9M +$224K +1,850 +2%
RJT
605
Raymond James Trust
Florida
$13.8M +$129K +1,065 +0.9%
MC
606
Middleton & Co
Massachusetts
$13.8M -$1.31M -10,778 -9%
NRS
607
Neville Rodie & Shaw
New York
$13.8M -$338K -2,788 -2%
CGI
608
CI Global Investments
California
$13.8M +$14M +115,465 +79,631%
BPCM
609
Beach Point Capital Management
California
$13.7M +$6.06M +50,000 +78%
SI
610
Stephens Inc
Arkansas
$13.7M +$522K +4,309 +4%
GIM
611
Grassi Investment Management
California
$13.6M +$464K +3,825 +3%
SF
612
Synovus Financial
Georgia
$13.6M +$547K +4,515 +4%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$13.6M -$753K -6,209 -5%
KCM
614
Kornitzer Capital Management
Kansas
$13.5M -$559K -4,610 -4%
TAM
615
Taurus Asset Management
New York
$13.5M +$351K +2,895 +3%
CCM
616
Covington Capital Management
California
$13.3M -$249K -2,052 -2%
CCG
617
Cypress Capital Group
Florida
$13.3M +$442K +3,651 +3%
MML Investors Services
618
MML Investors Services
Massachusetts
$13.2M +$1.23M +10,178 +10%
ACM
619
Azimuth Capital Management
Michigan
$13.2M -$2.41M -19,870 -15%
FBB
620
Fulton Breakefield Broenniman
Maryland
$13.2M +$1.39M +11,469 +12%
LSERS
621
Louisiana State Employees Retirement System
Louisiana
$13.2M +$36.4K +300 +0.3%
OAM
622
Origin Asset Management
United Kingdom
$13M -$1.93M -15,900 -13%
GT
623
Greenleaf Trust
Michigan
$13M +$419K +3,458 +3%
BF
624
BOK Financial
Oklahoma
$12.9M +$1.46M +12,012 +12%
Holocene Advisors
625
Holocene Advisors
New York
$12.9M -$12.7M -104,818 -49%

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.