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1,829 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 707 increasing their positions, 773 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.92B | Put options by funds: $1.37B

126% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $162B → $180B (+$18B)

8% more funds holding in top 10

Funds holding in top 10: 281304 (+23)

3% more funds holding

Funds holding: 1,7721,829 (+57)

0.02% less ownership

Funds ownership: 93.52%93.5% (-0.02%)

9% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 773

Holders
1,829
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.59%
Holding in Top 10
304
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.19%
% of All Funds
7.58%
New
131
Increased
707
Reduced
773
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$6.98M +$154K +1,521 +2%
AW
752
ACG Wealth
Georgia
$6.9M -$904K -8,910 -12%
WPP
753
Whalerock Point Partners
Rhode Island
$6.89M +$791K +7,795 +14%
EI
754
EDMP Inc
Florida
$6.88M -$46.6K -459 -0.7%
TCCM
755
Timber Creek Capital Management
Massachusetts
$6.87M -$21K -207 -0.3%
LFDLE
756
La Financiere de L'Echiquier
France
$6.85M -$1.52M -14,952 -19%
EIA
757
Edgemoor Investment Advisors
Maryland
$6.82M +$331K +3,266 +5%
IH
758
IFC Holdings
Florida
$6.81M +$40.7K +401 +0.6%
ZIC
759
ZWJ Investment Counsel
Georgia
$6.8M -$310K -3,060 -5%
SFS
760
Strategic Financial Services
New York
$6.79M +$39K +385 +0.6%
TAM
761
Trillium Asset Management
Massachusetts
$6.68M
MI
762
Markston International
New York
$6.67M -$382K -3,766 -6%
CAPTRUST Financial Advisors
763
CAPTRUST Financial Advisors
North Carolina
$6.59M +$5.65M +55,722 New
SC
764
Saybrook Capital
North Carolina
$6.58M +$60.9K +600 +1%
SAM
765
Symphony Asset Management
California
$6.55M +$117K +1,149 +2%
LS
766
Livforsakringsbolaget Skandia
Sweden
$6.54M
SFSIG
767
San Francisco Sentry Investment Group
California
$6.53M +$47.5K +468 +0.8%
WMC
768
Westwood Management Corporation
Illinois
$6.49M -$20.3K -200 -0.3%
BCMO
769
Buckingham Capital Management (Ohio)
Ohio
$6.45M -$133K -1,311 -2%
WAM
770
Wallington Asset Management
Indiana
$6.45M +$355K +3,500 +6%
HIC
771
Hartline Investment Corp
Illinois
$6.35M +$20.2K +199 +0.3%
MCM
772
Maltese Capital Management
New York
$6.35M -$1.64M -16,200 -21%
BA
773
BKS Advisors
Michigan
$6.32M -$17.2K -170 -0.3%
AHC
774
Anderson Hoagland & Co
Missouri
$6.32M
PCC
775
Park Circle Company
Maryland
$6.31M +$6.09M +60,000 New

V Hedge Fund Activity: Q3 2017 in Review

1,829 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2017, worth a combined $180B — up 11% from $162B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new V positions and 58 closed out — a net gain of 73 holders — while 707 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $439M. The largest seller was Citadel Advisors, cutting an estimated $548M.

  • 1,829 institutional investors held Visa (V) as of Q3 2017, up from 1,772 in Q2 2017.
  • Funds reported $180B of Visa stock for Q3 2017, up 11% quarter-over-quarter.
  • 131 funds opened new Visa positions in Q3 2017 and 58 closed out, a net change of +73 holders.
  • The largest Visa buyer in Q3 2017 was Bank of America, an estimated $439M added.
  • The largest Visa seller in Q3 2017 was Citadel Advisors, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.