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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
PG
726
Pendal Group
Australia
$10.2M +$831K +6,460 +9%
BPCE
727
Bank Pictet & Cie (Europe)
Germany
$10.2M -$81.6K -634 -0.8%
SCP
728
Steamboat Capital Partners
New York
$10.2M +$190K +1,478 +2%
MCM
729
Murphy Capital Management
New Jersey
$10.1M -$19.9K -155 -0.2%
BFO
730
Boston Family Office
Massachusetts
$10.1M +$1.47M +11,401 +18%
W
731
Wealthfront
California
$10.1M -$796K -6,185 -8%
CI
732
Cigna Investments
Connecticut
$10.1M +$446K +3,467 +5%
PAG
733
Private Advisor Group
New Jersey
$10M +$2.22M +17,230 +29%
KRS
734
Kentucky Retirement Systems
Kentucky
$10M -$2.35M -18,240 -19%
MCM
735
Mitchell Capital Management
Kansas
$10M -$261K -2,025 -3%
ANI
736
American National Insurance
Texas
$10M
PC
737
Port Capital
Illinois
$9.99M +$124K +962 +1%
IAA
738
Independent Advisor Alliance
North Carolina
$9.81M +$245K +1,902 +3%
PAM
739
Peak Asset Management
Colorado
$9.8M -$39.3K -305 -0.4%
AIP
740
Ameritas Investment Partners
Nebraska
$9.78M -$531K -4,127 -5%
LMGAM
741
Liberty Mutual Group Asset Management
Massachusetts
$9.77M -$195K -1,516 -2%
WAM
742
Wallington Asset Management
Indiana
$9.75M +$450K +3,500 +5%
DIA
743
Dana Investment Advisors
Wisconsin
$9.75M -$198K -1,539 -2%
AC
744
Abbrea Capital
California
$9.72M +$41.1K +319 +0.4%
MERSOM
745
Municipal Employees' Retirement System of Michigan
Michigan
$9.67M -$263K -2,040 -3%
SSWM
746
Smith Salley Wealth Management
North Carolina
$9.64M +$527K +4,092 +6%
RW
747
Rand Wealth
Maryland
$9.63M -$327K -2,539 -3%
SHGA
748
Sand Hill Global Advisors
California
$9.61M +$8.73M +67,837 +1,429%
SCA
749
Stonebridge Capital Advisors
Minnesota
$9.59M -$61.8K -480 -0.7%
JCM
750
Jag Capital Management
Missouri
$9.59M +$9.32M +72,423 New

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.