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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
CCM
801
Chickasaw Capital Management
Tennessee
$5.83M -$103K -1,020 -2%
CIC
802
Chase Investment Counsel
Virginia
$5.8M -$885K -8,730 -14%
FCT
803
Family Capital Trust
Massachusetts
$5.79M -$21.5K -212 -0.4%
HHMI
804
Howard Hughes Medical Institute
Maryland
$5.79M -$10.1M -99,813 -64%
CMI
805
Cider Mill Investments
Connecticut
$5.79M -$396K -3,900 -7%
BPCM
806
Beach Point Capital Management
California
$5.74M +$5.53M +54,500 New
HFS
807
HL Financial Services
Kentucky
$5.72M +$168K +1,656 +3%
FPTW
808
Franklin, Parlapiano, Turner & Welch
Texas
$5.69M +$163K +1,604 +3%
IWA
809
IBEX Wealth Advisors
New Jersey
$5.69M -$58.1K -573 -1%
SBL
810
Sargent Bickham Lagudis
Colorado
$5.65M -$274K -2,701 -5%
RHFI
811
Reilly Herbert Faulkner III
$5.6M +$27.1K +267 +0.5%
BOH
812
Bank of Hawaii
Hawaii
$5.59M +$28.8K +284 +0.5%
SFM
813
Sphera Funds Management
Israel
$5.57M
PWM
814
Perigon Wealth Management
California
$5.57M -$691K -6,817 -11%
PA
815
Profund Advisors
Maryland
$5.57M -$42.1K -415 -0.8%
CCM
816
Crossvault Capital Management
Texas
$5.54M +$903K +8,900 +20%
SCI
817
Stableford Capital II
Arizona
$5.5M +$152K +1,496 +3%
FNT
818
First National Trust
Pennsylvania
$5.5M -$17.9K -176 -0.3%
PBT
819
Pictet Bank & Trust
Bahamas
$5.49M +$3.35M +33,020 +172%
II
820
IFM Investors
Australia
$5.44M +$107K +1,056 +2%
BRWA
821
B. Riley Wealth Advisors
Florida
$5.41M +$2.86M +28,235 +109%
BBA
822
BLB&B Advisors
Pennsylvania
$5.41M -$48.2K -475 -0.9%
MIM
823
Midwest Investment Management
Ohio
$5.35M -$142K -1,400 -3%
IAA
824
Independent Advisor Alliance
North Carolina
$5.35M +$692K +6,827 +16%
DT
825
Diversified Trust
Tennessee
$5.35M -$1.11M -10,930 -18%

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.