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1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
676
YHB Investment Advisors
Connecticut
$6.83M +$437K +5,434 +7%
DBG
677
De Burlo Group
Massachusetts
$6.82M +$1.03M +12,800 +17%
MCM
678
Mitchell Capital Management
Kansas
$6.81M -$401K -4,982 -5%
CGI
679
CI Global Investments
California
$6.77M -$5.3M -65,925 -43%
Acadian Asset Management
680
Acadian Asset Management
Massachusetts
$6.72M +$2.49M +30,957 +56%
SIRP
681
Shelter Insurance Retirement Plan
Missouri
$6.66M
LNB
682
Ledyard National Bank
$6.65M -$94.1K -1,170 -1%
AC
683
Avenir Corporation
Virginia
$6.63M -$1.53K -19 -0%
CCM
684
Consolidated Capital Management
California
$6.63M +$6.84M +85,021 New
FCM
685
Force Capital Management
New York
$6.62M -$1.38M -17,207 -17%
VC
686
Vestor Capital
Illinois
$6.61M -$39.4K -490 -0.6%
PMG
687
ProVise Management Group
Florida
$6.61M +$7.48K +93 +0.1%
PAM
688
Peak Asset Management
Colorado
$6.59M +$298K +3,709 +5%
APFBOT
689
Amica Pension Fund Board of Trustees
Rhode Island
$6.58M
BIM
690
Bridges Investment Management
Nebraska
$6.54M +$763K +9,491 +13%
BF
691
BOK Financial
Oklahoma
$6.51M +$425K +5,290 +7%
SLI
692
Sumitomo Life Insurance
Japan
$6.51M +$28.1K +350 +0.4%
B
693
Bailard
California
$6.5M +$317K +3,947 +5%
CWM
694
Catamount Wealth Management
Connecticut
$6.49M -$365K -4,543 -5%
BOTW
695
Bank of the West
California
$6.48M -$108K -1,347 -2%
RAM
696
Riggs Asset Management
Pennsylvania
$6.46M +$111K +1,379 +2%
BII
697
Bainco International Investors
Massachusetts
$6.45M +$646K +8,039 +11%
PG
698
PEAK6 Group
Illinois
$6.43M +$1.5M +18,708 +29%
PP
699
Patten & Patten
Tennessee
$6.42M -$9.89K -123 -0.1%
VFCM
700
Valley Forge Capital Management
Florida
$6.4M +$6.59M +82,000 New

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.