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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
MA
701
Montag & Associates
Georgia
$11.1M +$1.34M +10,385 +14%
CCT
702
Chemung Canal Trust
New York
$11M -$279K -2,169 -3%
Pacer Advisors
703
Pacer Advisors
Pennsylvania
$11M +$1.23M +9,566 +13%
TEE
704
Tibra Equities Europe
United Kingdom
$11M +$10.7M +82,767 New
LG
705
Leuthold Group
Minnesota
$10.9M -$117K -910 -1%
GMI
706
Greystone Managed Investments
Saskatchewan, Canada
$10.9M +$204K +1,586 +2%
VFCM
707
Valley Forge Capital Management
Florida
$10.9M
ATC
708
Argent Trust Co
Tennessee
$10.8M +$5.07M +39,413 +93%
II
709
IFM Investors
Australia
$10.8M +$3.24M +25,137 +44%
BII
710
Bainco International Investors
Massachusetts
$10.8M -$75.7K -588 -0.7%
CCM
711
Crestwood Capital Management
New York
$10.7M +$1.95M +15,147 +23%
BMC
712
Benin Management Corp
Connecticut
$10.7M -$270K -2,100 -3%
HC
713
Hendley & Co
Ohio
$10.7M -$148K -1,152 -1%
CAPTRUST Financial Advisors
714
CAPTRUST Financial Advisors
North Carolina
$10.6M -$201K -1,561 -2%
BOTW
715
Bank of the West
California
$10.6M -$181K -1,406 -2%
CSS
716
Cubist Systematic Strategies
Connecticut
$10.6M +$8.03M +62,374 +358%
WHG
717
Westwood Holdings Group
Texas
$10.5M -$296K -2,301 -3%
LNB
718
Ledyard National Bank
$10.5M -$181K -1,408 -2%
B
719
Bailard
California
$10.5M +$37.5K +291 +0.4%
KCP
720
KDI Capital Partners
North Carolina
$10.5M +$17.1K +133 +0.2%
V
721
Veritable
Delaware
$10.5M -$215K -1,669 -2%
PNC
722
Park National Corp
Ohio
$10.5M +$9.37M +72,808 +1,156%
WI
723
Wafra Inc
New York
$10.4M +$8.29M +64,390 +446%
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$10.4M +$90.1K +700 +0.9%
VW
725
Vantage Wealth
California
$10.4M -$321K -2,493 -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.