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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
MI
751
Markston International
New York
$5.21M +$5.36M +66,714 New
PWM
752
Patriot Wealth Management
Texas
$5.2M +$39.7K +494 +0.7%
LIM
753
Leavell Investment Management
Alabama
$5.2M -$1.11M -13,775 -17%
TCCM
754
Timber Creek Capital Management
Massachusetts
$5.13M +$188K +2,340 +4%
BAS
755
Brown Advisory Securities
Maryland
$5.12M +$367K +4,565 +7%
VIA
756
Virtus Investment Advisers
Connecticut
$5.1M +$259K +3,217 +5%
BCMO
757
Buckingham Capital Management (Ohio)
Ohio
$5.09M -$15K -186 -0.3%
TMAM
758
Tokio Marine Asset Management
Japan
$5.07M +$1.21M +15,039 +30%
BHTS
759
Bar Harbor Trust Services
Maine
$5.07M +$5.22M +64,915 New
RJA
760
Robshaw & Julian Associates
New York
$5.04M +$195K +2,425 +4%
BCM
761
BTR Capital Management
California
$5.03M
HCMT
762
Highland Capital Management (Tennessee)
Tennessee
$5M -$1.6M -19,847 -24%
FNBT
763
FineMark National Bank & Trust
Florida
$5M +$175K +2,182 +4%
TAM
764
Trillium Asset Management
Massachusetts
$5M -$589K -7,330 -10%
FA
765
Fagan Associates
New York
$4.97M +$2.49K +31 +0%
SFS
766
Strategic Financial Services
New York
$4.96M -$21.3K -265 -0.4%
SSWM
767
Smith Salley Wealth Management
North Carolina
$4.95M +$67K +833 +1%
PAAMCP
768
Pacific Alternative Asset Management Company (PAAMCO)
California
$4.92M +$994K +12,370 +24%
SBL
769
Sargent Bickham Lagudis
Colorado
$4.91M +$4.96M +61,753 +5,021%
UB
770
UMB Bank
Missouri
$4.88M +$2.51M +31,191 +99%
PA
771
Profund Advisors
Maryland
$4.86M +$628K +7,806 +14%
VCM
772
Vision Capital Management
Oregon
$4.84M -$49.7K -618 -1%
SAM
773
Symphony Asset Management
California
$4.82M -$1.54M -19,144 -24%
BA
774
BKS Advisors
Michigan
$4.74M -$96.5K -1,200 -2%
KRSITF
775
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.72M -$46.8K -582 -1%

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.