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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
CCM
776
Copeland Capital Management
Pennsylvania
$8.85M -$248K -1,925 -3%
IA
777
IFP Advisors
Florida
$8.84M +$88.3K +686 +1%
UONDDL
778
University of Notre Dame du Lac
Indiana
$8.81M -$698K -5,421 -8%
MAM
779
Martingale Asset Management
Massachusetts
$8.79M +$413K +3,205 +5%
LS
780
Livforsakringsbolaget Skandia
Sweden
$8.75M +$1.74M +13,500 +26%
B
781
Brightworth
Georgia
$8.72M -$685K -5,320 -7%
SPIA
782
Steward Partners Investment Advisory
New York
$8.72M +$2.46M +19,092 +41%
CC
783
Courier Capital
New York
$8.69M -$136K -1,054 -2%
FPCM
784
Financial Partners Capital Management
New York
$8.68M -$47.6K -370 -0.6%
ANBT
785
American National Bank & Trust
Texas
$8.66M -$255K -1,980 -3%
WMC
786
Westwood Management Corporation
Illinois
$8.64M
PCA
787
Private Capital Advisors
Connecticut
$8.63M +$239K +1,858 +3%
PFPT
788
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.61M +$687K +5,338 +9%
MPWT
789
MassMutual Private Wealth & Trust
Connecticut
$8.58M +$414K +3,216 +5%
PG
790
Patten Group
Tennessee
$8.56M -$75.2K -584 -0.9%
AAF
791
Andra AP-fonden
Sweden
$8.52M +$438K +3,400 +6%
CCM
792
Consolidated Capital Management
California
$8.49M +$267K +2,077 +3%
AW
793
ACG Wealth
Georgia
$8.49M +$110K +857 +1%
CIP
794
Chartwell Investment Partners
Pennsylvania
$8.44M +$8.2M +63,738 New
CAM
795
Centre Asset Management
New York
$8.42M -$557K -4,330 -6%
NCM
796
Northstar Capital Management
New York
$8.4M -$392K -3,044 -5%
SGK
797
Steigerwald Gordon & Koch
Virginia
$8.33M +$7.67M +59,566 +1,771%
MAM
798
Mark Asset Management
New York
$8.26M -$514K -3,995 -6%
BHB
799
Bank Hapoalim BM
Israel
$8.08M +$225K +1,749 +3%
ZCI
800
Zevenbergen Capital Investments
Washington
$8.03M -$1.18M -9,143 -13%

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.