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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
ClearBridge Investments
51
ClearBridge Investments
New York
$505M +$44.4M +552,832 +9%
BIM
52
BlackRock Investment Management
Delaware
$504M -$89.6M -1,114,125 -15%
JHIU
53
Janus Henderson Investors US
Colorado
$501M -$52.3M -650,858 -9%
Allianz Asset Management
54
Allianz Asset Management
Germany
$497M -$174M -2,167,711 -25%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$493M +$21.7M +269,671 +4%
WRF
56
Waddell & Reed Financial
Kansas
$486M -$206M -2,561,415 -29%
UBS Group
57
UBS Group
Switzerland
$474M +$54.6M +678,707 +13%
EIP
58
Epoch Investment Partners
New York
$467M -$69.5M -864,504 -13%
Swiss National Bank
59
Swiss National Bank
Switzerland
$466M +$22.4M +278,700 +5%
Primecap Management
60
Primecap Management
California
$456M -$15.4M -191,375 -3%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$444M -$30.9M -384,897 -6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$444M -$26.8M -333,310 -6%
CS
63
Credit Suisse
Switzerland
$431M +$897K +11,153 +0.2%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$429M -$7.07M -87,956 -2%
PPA
65
Parametric Portfolio Associates
Washington
$428M -$53.9M -670,539 -11%
PI
66
Putnam Investments
Massachusetts
$427M +$2.35M +29,207 +0.5%
Charles Schwab
67
Charles Schwab
California
$425M +$13.3M +165,810 +3%
CG
68
Carmignac Gestion
France
$424M +$1.59M +19,800 +0.4%
Lazard Asset Management
69
Lazard Asset Management
New York
$418M -$20.5M -255,278 -5%
CWM
70
CIBC World Markets
New York
$412M +$420M +5,226,357 +8,739%
VAM
71
Vontobel Asset Management
New York
$405M +$37.6M +467,108 +10%
AAM
72
Aberdeen Asset Management
United Kingdom
$404M -$44.6M -554,390 -10%
EVM
73
Eaton Vance Management
Massachusetts
$403M -$51.2M -636,720 -11%
Fundsmith LLP
74
Fundsmith LLP
United Kingdom
$388M +$623K +7,755 +0.2%
Viking Global Investors
75
Viking Global Investors
Connecticut
$378M +$343M +4,268,933 +739%

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.