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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
SI
651
Sensato Investors
California
$13.1M +$12.8M +99,200 New
VIA
652
Vantage Investment Advisors
Pennsylvania
$13M +$203K +1,579 +2%
JMFC
653
J.M. Forbes & Co
Massachusetts
$13M +$1.93K +15 +0%
AFG
654
Albion Financial Group
Utah
$12.8M +$696K +5,409 +6%
ZCA
655
Zeke Capital Advisors
Pennsylvania
$12.8M +$7.11M +55,256 +134%
MCM
656
MAI Capital Management
Ohio
$12.8M +$101K +787 +0.8%
Capital Fund Management (CFM)
657
Capital Fund Management (CFM)
France
$12.7M +$5.5M +42,746 +80%
PAI
658
Pittenger & Anderson Inc
Nebraska
$12.6M -$223K -1,730 -2%
BWP
659
Baldwin Wealth Partners
Massachusetts
$12.6M +$1.47M +11,418 +14%
CMI
660
Cider Mill Investments
Connecticut
$12.6M
RC
661
RBF Capital
California
$12.6M
OMCS
662
Old Mutual Customised Solutions
South Africa
$12.5M +$9.09M +70,600 +298%
CI
663
Capital International
California
$12.4M -$609K -4,735 -5%
BC
664
Burney Company
Virginia
$12.4M +$1.7M +13,227 +16%
TCM
665
TimesSquare Capital Management
New York
$12.4M -$93.3K -725 -0.8%
FDCC
666
Foster Dykema Cabot & Co
Massachusetts
$12.3M -$8.37K -65 -0.1%
OAM
667
Origin Asset Management
United Kingdom
$12.3M -$2.09M -16,200 -15%
HFS
668
HL Financial Services
Kentucky
$12.3M +$195K +1,513 +2%
FA
669
FDx Advisors
Illinois
$12.2M -$5.27M -40,980 -31%
MRCM
670
M&R Capital Management
New Jersey
$12.2M -$362K -2,815 -3%
TRCT
671
Tower Research Capital (TRC)
New York
$12.2M +$11.5M +89,602 +3,584%
MAM
672
Mastrapasqua Asset Management
Tennessee
$12.2M -$377K -2,930 -3%
ERIM
673
Eagle Ridge Investment Management
Connecticut
$12.2M -$130K -1,012 -1%
PCM
674
Palisade Capital Management
New Jersey
$12.1M -$36.4K -283 -0.3%
RMSCM
675
R.M. Sincerbeaux Capital Management
New York
$12.1M +$154K +1,200 +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.