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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
SCI
851
Stableford Capital II
Arizona
$3.56M +$3.67M +45,599 New
PS
852
Pensionfund Sabic
Netherlands
$3.55M
FAT
853
First American Trust
California
$3.54M -$1.11M -13,827 -23%
B
854
Barings
North Carolina
$3.54M -$780K -9,700 -18%
SIMM
855
Stillwater Investment Management (Minnesota)
Minnesota
$3.52M -$43.4K -540 -1%
MAM
856
Martingale Asset Management
Massachusetts
$3.51M -$96.7K -1,203 -3%
MLL
857
Moody Lynn & Lieberson
Massachusetts
$3.51M -$5.77M -71,725 -61%
CAM
858
Columbia Asset Management
Michigan
$3.48M +$36.2K +450 +1%
NCGI
859
Next Century Growth Investors
Minnesota
$3.45M -$3.15M -39,178 -47%
AAM
860
Auxier Asset Management
Oregon
$3.45M
WS
861
Wedbush Securities
California
$3.45M +$196K +2,444 +6%
GLA
862
Great Lakes Advisors
Illinois
$3.45M -$223K -2,774 -6%
WB
863
Webster Bank
Connecticut
$3.43M -$11.3K -140 -0.3%
ZIM
864
Zacks Investment Management
Illinois
$3.42M +$568K +7,067 +19%
KAS
865
Kemnay Advisory Services
New York
$3.39M +$3.49M +43,408 New
VHAM
866
Van Hulzen Asset Management
California
$3.37M -$83.6K -1,040 -2%
BBHC
867
Brown Brothers Harriman & Co
New York
$3.34M -$1.75M -21,812 -34%
ATC
868
Argent Trust Co
Tennessee
$3.33M -$145K -1,803 -4%
PPSG
869
Princeton Portfolio Strategies Group
New Jersey
$3.31M +$2.18M +27,086 +177%
PWW
870
Pettyjohn Wood & White
Virginia
$3.28M +$2.63M +32,700 +350%
NMIFOAC
871
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.28M
HFS
872
HL Financial Services
Kentucky
$3.25M -$50.1K -623 -1%
FPA
873
Fieldpoint Private Advisors
New York
$3.24M +$622K +7,740 +23%
CIC
874
Chase Investment Counsel
Virginia
$3.23M -$2.48M -30,828 -43%
BA
875
Bristlecone Advisors
Washington
$3.23M -$70K -871 -2%

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.