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Visa
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Overview Fund Activity

2,071 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, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
676
SVA Wealth Management
Wisconsin
$10.8M +$116K +1,102 +1%
OWD
677
Osborn Williams & Donohoe
Ohio
$10.8M -$111K -929 -1%
TTWM
678
TCV Trust & Wealth Management
Virginia
$10.8M +$318K +2,656 +3%
GEM
679
Global Endowment Management
North Carolina
$10.7M +$658K +5,500 +7%
Cerity Partners
680
Cerity Partners
New York
$10.7M -$384K -3,212 -3%
CWM
681
Catamount Wealth Management
Connecticut
$10.7M +$180K +1,505 +2%
YIA
682
YHB Investment Advisors
Connecticut
$10.5M +$120K +1,005 +1%
DKCM
683
Davidson Kempner Capital Management
New York
$10.5M +$10.5M +87,500 New
VCP
684
Vernier Capital Partners
New York
$10.4M +$3.48M +29,090 +50%
RCYC
685
Richard C. Young & Co
Rhode Island
$10.4M +$174K +1,458 +2%
TSS
686
Two Sigma Securities
New York
$10.3M +$9.26M +77,433 +857%
AF
687
Arrow Financial
New York
$10.3M -$701K -5,863 -6%
BC
688
Breakline Capital
New York
$10.3M +$1.27M +10,654 +14%
CCT
689
Chemung Canal Trust
New York
$10.2M -$151K -1,262 -1%
TCM
690
Thames Capital Management
New Jersey
$10.2M +$781K +6,530 +8%
BWFA
691
Baltimore-Washington Financial Advisors
Maryland
$10M +$32.3K +270 +0.3%
BWP
692
Baldwin Wealth Partners
Massachusetts
$10M -$231K -1,927 -2%
GJIC
693
Gamble Jones Investment Counsel
California
$10M +$840K +7,025 +9%
LG
694
Leuthold Group
Minnesota
$9.97M -$1.71M -14,317 -15%
SC
695
SouthState Corp
Florida
$9.94M +$174K +1,453 +2%
BMC
696
Benin Management Corp
Connecticut
$9.92M -$5.33M -44,540 -35%
W
697
Wealthfront
California
$9.85M +$462K +3,859 +5%
MIAN
698
Mariner Independent Advisor Network
Kansas
$9.83M +$6.17M +51,562 +169%
VFCM
699
Valley Forge Capital Management
Florida
$9.81M – – –
SCM
700
Stevens Capital Management
Pennsylvania
$9.8M +$8.74M +73,069 +825%
26 27
28
29 30