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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
PIA
626
Piedmont Investment Advisors
North Carolina
$14.3M -$24.8M -192,402 -64%
KCM
627
Kornitzer Capital Management
Kansas
$14.1M -$817K -6,350 -6%
NWM
628
Nicola Wealth Management
British Columbia, Canada
$14M
LSERS
629
Louisiana State Employees Retirement System
Louisiana
$13.9M -$644K -5,000 -5%
H
630
HoyleCohen
California
$13.9M -$257K -1,993 -2%
WC
631
Westwind Capital
New Mexico
$13.9M -$131K -1,019 -1%
SWM
632
SVA Wealth Management
Wisconsin
$13.9M +$285K +2,217 +2%
QIM
633
Quest Investment Management
Oregon
$13.8M +$745K +5,790 +6%
OCM
634
Oribel Capital Management
New York
$13.8M -$17.3M -134,400 -56%
CA
635
Cornerstone Advisors
North Carolina
$13.8M
CIS
636
Capital International Sarl
California
$13.7M -$57.9K -450 -0.4%
CIA
637
CCM Investment Advisers
South Carolina
$13.7M -$405K -3,143 -3%
TSS
638
Thomas Story & Son
Indiana
$13.5M -$6.43K -50 -0%
HTI
639
Hikari Tsushin Inc
Japan
$13.5M
AP
640
Archon Partners
New Jersey
$13.5M
DG
641
Delek Group
Israel
$13.4M +$172K +1,340 +1%
TNB
642
Thomasville National Bank
Georgia
$13.3M -$6.52M -50,690 -33%
SC
643
Skylands Capital
Wisconsin
$13.3M -$611K -4,750 -5%
Public Sector Pension Investment Board (PSP Investments)
644
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.3M
VSI
645
Verde Servicos Internacionais
Brazil
$13.3M -$2.21M -17,167 -15%
GLA
646
Great Lakes Advisors
Illinois
$13.3M +$4.94M +38,408 +62%
SSWM
647
Sheets Smith Wealth Management
North Carolina
$13.3M -$363K -2,818 -3%
CWM
648
Catamount Wealth Management
Connecticut
$13.2M +$728K +5,657 +6%
MLL
649
Moody Lynn & Lieberson
Massachusetts
$13.2M +$197K +1,534 +2%
CTA
650
Colonial Trust Advisors
South Carolina
$13.1M -$41.2K -320 -0.3%

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.