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3,022 hedge funds and large institutions have $339B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,446 increasing their positions, 1,106 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.88B | Put options by funds: $4.7B

31% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,106

27% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 127

0.85% more ownership

Funds ownership: 93.68%94.53% (+0.85%)

0% less funds holding

Funds holding: 3,0253,022 (-3)

3% less capital invested

Capital invested by funds: $348B → $339B (-$9.81B)

20% less funds holding in top 10

Funds holding in top 10: 559446 (-113)

Holders
3,022
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
53.05%
Holding in Top 10
446
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-20.21%
% of All Funds
7.83%
New
161
Increased
1,446
Reduced
1,106
Closed
127
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
726
Northwestern Mutual Investment Management Company
Wisconsin
$16.3M -$3.4M -16,164 -17%
QIM
727
Quest Investment Management
Oregon
$16.2M -$952K -4,522 -6%
BRWA
728
B. Riley Wealth Advisors
Florida
$16.2M +$4.44M +21,079 +38%
ERIM
729
Eagle Ridge Investment Management
Connecticut
$16.2M -$64.4K -306 -0.4%
BBA
730
BLB&B Advisors
Pennsylvania
$16.1M -$2.05M -9,727 -11%
TGCMU
731
Titan Global Capital Management USA
New York
$16M +$4.64M +22,021 +41%
BCM
732
Bridgeway Capital Management
Texas
$16M -$1.83M -8,700 -10%
BFA
733
Beaumont Financial Advisors
Massachusetts
$16M -$6.1K -29 -0%
DWM
734
Dakota Wealth Management
Florida
$16M +$1.24M +5,894 +8%
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$16M -$1.05K -5 -0%
NWM
736
Nicola Wealth Management
British Columbia, Canada
$16M -$969K -4,605 -6%
First Eagle Investment Management
737
First Eagle Investment Management
New York
$15.9M
BAIA
738
Bel Air Investment Advisors
California
$15.8M +$15.7M +74,526 New
CAN
739
Cetera Advisor Networks
California
$15.8M -$14.1K -67 -0.1%
KCM
740
Kornitzer Capital Management
Kansas
$15.7M -$35.8K -170 -0.2%
DBG
741
De Burlo Group
Massachusetts
$15.6M -$2.44M -11,600 -14%
HC
742
Henshaw Capital
Massachusetts
$15.6M +$14.8M +70,429 +2,304%
KLWA
743
Kelly Lawrence W & Associates
California
$15.5M +$5.95M +28,265 +63%
HC
744
Hendley & Co
Ohio
$15.5M -$318K -1,512 -2%
RMSCM
745
R.M. Sincerbeaux Capital Management
New York
$15.5M -$126K -600 -0.8%
CIA
746
CCM Investment Advisers
South Carolina
$15.3M -$106K -503 -0.7%
Cetera Investment Advisers
747
Cetera Investment Advisers
Illinois
$15.3M -$1.9M -9,015 -11%
Baillie Gifford & Co
748
Baillie Gifford & Co
United Kingdom
$15.3M
ACM
749
Azimuth Capital Management
Michigan
$15.3M +$164K +778 +1%
LS
750
Livforsakringsbolaget Skandia
Sweden
$15.3M +$1.58M +7,500 +12%

V Hedge Fund Activity: Q1 2021 in Review

3,022 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2021, worth a combined $339B — down 2.8% from $348B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new V positions and 127 closed out — a net gain of 34 holders — while 1,446 added to existing stakes and 1,106 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 3,022 institutional investors held Visa (V) as of Q1 2021, down from 3,025 in Q4 2020.
  • Funds reported $339B of Visa stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 161 funds opened new Visa positions in Q1 2021 and 127 closed out, a net change of +34 holders.
  • The largest Visa buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.27B added.
  • The largest Visa seller in Q1 2021 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.