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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
851
Jupiter Investment Management
United Kingdom
$6.34M -$1.12M -9,248 -15%
SBL
852
Sargent Bickham Lagudis
Colorado
$6.31M -$199K -1,646 -3%
JG
853
Jefferies Group
New York
$6.3M -$682K -5,628 -10%
LS
854
Livforsakringsbolaget Skandia
Sweden
$6.29M
TAM
855
Trillium Asset Management
Massachusetts
$6.27M +$23.1K +191 +0.4%
BOH
856
Bank of Hawaii
Hawaii
$6.27M +$146K +1,208 +2%
CCM
857
Chickasaw Capital Management
Tennessee
$6.25M +$60K +495 +1%
CIC
858
Chase Investment Counsel
Virginia
$6.17M -$103K -848 -2%
RIL
859
Rothschild Investment LLC
Illinois
$6.06M -$4.77M -39,362 -44%
ZIM
860
Zacks Investment Management
Illinois
$6.03M -$4.78M -39,455 -44%
PP
861
Professional Planning
California
$6.01M +$120K +989 +2%
IWA
862
IBEX Wealth Advisors
New Jersey
$6.01M -$238K -1,960 -4%
FCT
863
Family Capital Trust
Massachusetts
$5.98M -$507K -4,184 -8%
SC
864
Shellback Capital
Massachusetts
$5.98M -$30.3M -250,000 -83%
VHAM
865
Van Hulzen Asset Management
California
$5.98M +$4.78M +39,443 +374%
CI
866
Conning Inc
Connecticut
$5.94M +$507K +4,187 +9%
FPTW
867
Franklin, Parlapiano, Turner & Welch
Texas
$5.93M -$264K -2,178 -4%
WB
868
Webster Bank
Connecticut
$5.88M +$131K +1,083 +2%
FB
869
Fulton Bank
Pennsylvania
$5.83M +$155K +1,279 +3%
MYLI
870
Meiji Yasuda Life Insurance
Japan
$5.8M -$1.17M -9,690 -17%
TCM
871
Twin Capital Management
Pennsylvania
$5.77M +$3.07M +25,350 +111%
CM
872
Churchill Management
California
$5.76M +$307K +2,535 +6%
BFM
873
Boothbay Fund Management
New York
$5.7M +$4.2M +34,673 +267%
NMIFOAC
874
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.69M
HCM
875
Highbridge Capital Management
New York
$5.69M -$799K -6,594 -12%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.