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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
KWMG
626
King Wealth Management Group
Florida
$12.9M -$57K -470 -0.4%
H
627
HoyleCohen
California
$12.8M -$460K -3,795 -3%
CIA
628
CCM Investment Advisers
South Carolina
$12.7M -$402K -3,315 -3%
WCA
629
Waratah Capital Advisors
Ontario, Canada
$12.7M +$6.72M +55,425 +109%
WC
630
Westwind Capital
New Mexico
$12.7M +$190K +1,569 +2%
SC
631
Skylands Capital
Wisconsin
$12.6M -$97K -800 -0.8%
TAM
632
Troy Asset Management
United Kingdom
$12.6M +$1.06M +8,727 +9%
IIM
633
Ivory Investment Management
New York
$12.6M +$12.7M +105,138 New
Walleye Trading
634
Walleye Trading
New York
$12.5M +$11.3M +93,249 +805%
CIS
635
Capital International Sarl
California
$12.5M -$848K -7,000 -6%
CA
636
Cornerstone Advisors
North Carolina
$12.5M +$2.42M +20,000 +24%
SSWM
637
Sheets Smith Wealth Management
North Carolina
$12.3M -$300K -2,474 -2%
TSS
638
Thomas Story & Son
Indiana
$12.2M -$121K -1,000 -1%
HTI
639
Hikari Tsushin Inc
Japan
$12.2M
AP
640
Archon Partners
New Jersey
$12.1M
QIM
641
Quantitative Investment Management
Virginia
$12.1M +$2.69M +22,200 +28%
Public Sector Pension Investment Board (PSP Investments)
642
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M -$12.6M -104,100 -51%
TA
643
TRB Advisors
New York
$12M -$27.3M -225,000 -69%
DG
644
Delek Group
Israel
$11.9M -$8.85K -73 -0.1%
CTA
645
Colonial Trust Advisors
South Carolina
$11.9M -$3.31M -27,336 -22%
CI
646
Capital International
California
$11.8M -$390K -3,221 -3%
QIM
647
Quest Investment Management
Oregon
$11.8M -$2.54M -20,972 -18%
MLL
648
Moody Lynn & Lieberson
Massachusetts
$11.8M -$29K -239 -0.2%
JMFC
649
J.M. Forbes & Co
Massachusetts
$11.8M -$9.21K -76 -0.1%
OCM
650
Osterweis Capital Management
California
$11.7M +$11.8M +97,470 New

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.