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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
BBA
826
BLB&B Advisors
Pennsylvania
$3.87M +$82.4K +1,025 +2%
UF
827
Univest Financial
Pennsylvania
$3.86M -$303K -3,764 -7%
BC
828
Burney Company
Virginia
$3.83M +$570K +7,084 +17%
HC
829
Hillman Company
Pennsylvania
$3.82M
CCM
830
Chickasaw Capital Management
Tennessee
$3.82M -$93.3K -1,160 -2%
BFO
831
Boston Family Office
Massachusetts
$3.8M +$10.9K +135 +0.3%
PAM
832
Paradigm Asset Management
New York
$3.78M +$3.9M +48,450 New
CL
833
Croft-Leominster
Maryland
$3.78M
TBA
834
Train Babcock Advisors
New York
$3.74M +$332K +4,135 +9%
TA
835
Tiedemann Advisors
New York
$3.74M +$3.57M +44,395 +1,265%
FNT
836
First National Trust
Pennsylvania
$3.73M -$53.8K -669 -1%
CM
837
Capital Management
Virginia
$3.69M -$1.44M -17,855 -27%
AC
838
Abbrea Capital
California
$3.68M +$3.79M +47,177 New
BHB
839
Bank Hapoalim BM
Israel
$3.68M +$2.28M +28,345 +151%
MA
840
Montag & Associates
Georgia
$3.68M -$103K -1,286 -3%
DT
841
Diversified Trust
Tennessee
$3.66M +$3.77M +46,917 New
TCOO
842
Trust Company of Oklahoma
Oklahoma
$3.63M +$16K +199 +0.4%
MSV
843
MN Services Vermogensbeheer
Netherlands
$3.63M -$18.8K -234 -0.5%
SC
844
SouthState Corp
Florida
$3.62M +$243K +3,022 +7%
LCM
845
Lee Capital Management
New York
$3.6M +$3.72M +46,210 New
CTC
846
Central Trust Company
Missouri
$3.6M +$1.08M +13,494 +41%
CC
847
ClearArc Capital
Ohio
$3.6M -$49.8K -620 -1%
SCM
848
Sterling Capital Management
North Carolina
$3.59M -$426K -5,299 -10%
CPA
849
Capital Planning Advisors
California
$3.58M +$1.2M +14,870 +48%
IIM
850
Ipswich Investment Management
Massachusetts
$3.58M +$37.8K +470 +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.