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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
BCM
851
BlueMar Capital Management
Florida
$7.01M -$491K -3,812 -7%
BOH
852
Bank of Hawaii
Hawaii
$6.96M +$15.6K +121 +0.2%
MAI
853
Marble Arch Investments
New York
$6.95M -$102M -794,600 -94%
BA
854
BKS Advisors
Michigan
$6.93M -$470K -3,650 -7%
TAM
855
Trillium Asset Management
Massachusetts
$6.92M -$24.6K -191 -0.4%
FAAS
856
First Allied Advisory Services
California
$6.85M -$160K -1,240 -2%
CCM
857
Chickasaw Capital Management
Tennessee
$6.82M -$95.9K -745 -1%
JWM
858
Jackson Wealth Management
Florida
$6.8M +$245K +1,900 +4%
SBL
859
Sargent Bickham Lagudis
Colorado
$6.75M -$228K -1,773 -3%
PP
860
Professional Planning
California
$6.74M +$85.5K +664 +1%
ZIM
861
Zacks Investment Management
Illinois
$6.74M +$56.1K +436 +0.9%
CM
862
Churchill Management
California
$6.73M +$343K +2,666 +6%
PA
863
Parallel Advisors
California
$6.71M +$519K +4,030 +9%
PA
864
Profund Advisors
Maryland
$6.69M -$1.63M -12,668 -20%
Hudson Bay Capital Management
865
Hudson Bay Capital Management
Connecticut
$6.67M -$4.02M -31,269 -38%
Caisse de Depot et Placement du Quebec (CDPQ)
866
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.61M +$1.62M +12,600 +34%
UFF
867
USA Financial Formulas
Michigan
$6.57M -$39.5K -307 -0.6%
SCM
868
Sitrin Capital Management
California
$6.56M +$388K +3,011 +6%
Acadian Asset Management
869
Acadian Asset Management
Massachusetts
$6.55M -$2.92M -22,716 -31%
FA
870
Fagan Associates
New York
$6.54M -$24.5K -190 -0.4%
BAM
871
Bell Asset Management
Australia
$6.54M +$56.8K +441 +0.9%
PBT
872
Pictet Bank & Trust
Bahamas
$6.53M +$443K +3,440 +8%
FCBT
873
First Citizens Bank & Trust
North Carolina
$6.52M +$2.78M +21,612 +78%
TSS
874
Two Sigma Securities
New York
$6.5M -$4.81M -37,362 -43%
RIL
875
Rothschild Investment LLC
Illinois
$6.5M -$197K -1,529 -3%

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.