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2,290 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 866 increasing their positions, 894 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 120

35% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $1.92B

7% more funds holding

Funds holding: 2,1472,290 (+143)

3% more funds holding in top 10

Funds holding in top 10: 471486 (+15)

0.41% more ownership

Funds ownership: 92.32%92.73% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 894

13% less capital invested

Capital invested by funds: $246B → $213B (-$32.8B)

Holders
2,290
Holders Change
+143
Holders Change %
+6.66%
% of All Funds
51.01%
Holding in Top 10
486
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.18%
% of All Funds
10.83%
New
287
Increased
866
Reduced
894
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$800M +$24.7M +179,129 +3%
Baillie Gifford & Co
52
Baillie Gifford & Co
United Kingdom
$797M -$1.07M -7,774 -0.1%
Winslow Capital Management
53
Winslow Capital Management
Minnesota
$794M -$47.3M -342,635 -5%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$785M -$18.4M -133,543 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$689M -$102M -738,308 -12%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$674M +$6.54M +47,357 +0.9%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$660M -$35.1M -253,783 -5%
ACM
58
AKRE Capital Management
Virginia
$645M
Swedbank
59
Swedbank
Sweden
$640M +$141M +1,019,755 +26%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$632M +$69.7M +504,308 +12%
PI
61
Putnam Investments
Massachusetts
$608M -$25.4M -183,868 -4%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$604M -$40.5M -293,103 -6%
CS
63
Credit Suisse
Switzerland
$595M -$7.69M -55,711 -1%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$582M -$14.9M -108,223 -2%
Ninety One (UK)
65
Ninety One (UK)
United Kingdom
$573M +$4.95M +35,822 +0.8%
Temasek Holdings
66
Temasek Holdings
Singapore
$567M
Principal Financial Group
67
Principal Financial Group
Iowa
$554M -$10.6M -77,065 -2%
Harris Associates
68
Harris Associates
Illinois
$554M -$207M -1,497,102 -26%
Lazard Asset Management
69
Lazard Asset Management
New York
$522M +$23.6M +170,616 +5%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$517M -$2.1M -15,194 -0.4%
JSP
71
Jackson Square Partners
California
$510M -$362M -2,621,354 -40%
Primecap Management
72
Primecap Management
California
$508M -$31.7M -229,400 -6%
WRF
73
Waddell & Reed Financial
Kansas
$498M -$70.4M -509,781 -12%
Prudential Financial
74
Prudential Financial
New Jersey
$498M -$46.6M -337,239 -8%
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
$494M

V Hedge Fund Activity: Q4 2018 in Review

2,290 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2018, worth a combined $213B — down 13% from $246B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new V positions and 120 closed out — a net gain of 167 holders — while 866 added to existing stakes and 894 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $674M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 2,290 institutional investors held Visa (V) as of Q4 2018, up from 2,147 in Q3 2018.
  • Funds reported $213B of Visa stock for Q4 2018, down 13% quarter-over-quarter.
  • 287 funds opened new Visa positions in Q4 2018 and 120 closed out, a net change of +167 holders.
  • The largest Visa buyer in Q4 2018 was Viking Global Investors, an estimated $674M added.
  • The largest Visa seller in Q4 2018 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2018.