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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
ECM
876
Everence Capital Management
Indiana
$3.22M +$251K +3,120 +8%
PA
877
Parallel Advisors
California
$3.19M +$3.29M +40,880 New
MMG
878
Monetary Management Group
Missouri
$3.18M +$108K +1,340 +3%
TIM
879
Thompson Investment Management
Wisconsin
$3.17M -$245K -3,044 -7%
CCM
880
CrestPoint Capital Management
Missouri
$3.15M -$56.3K -700 -2%
SM
881
Selkirk Management
New Jersey
$3.12M
KFBMI
882
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.12M -$482K -6,000 -13%
PFM
883
Premier Fund Managers
United Kingdom
$3.11M
WIM
884
Waverton Investment Management
United Kingdom
$3.1M +$758K +9,429 +31%
FIM
885
FourPoints Investment Managers
France
$3.1M -$1.13M -14,091 -26%
QCM
886
Quadrant Capital Management
New Jersey
$3.08M +$15.3K +190 +0.5%
VSI
887
Verde Servicos Internacionais
Brazil
$3.04M -$2.75M -34,197 -47%
MM
888
Meridian Management
Arkansas
$3.01M -$405K -5,040 -12%
BGC
889
Blue Granite Capital
South Carolina
$3M +$3.09M +38,410 New
PCM
890
Penserra Capital Management
California
$2.99M +$2.58M +32,046 +508%
HWA
891
HCR Wealth Advisors
California
$2.99M +$3.08M +38,341 New
OA
892
Oxbow Advisors
Texas
$2.98M -$149K -1,850 -5%
WA
893
Wasatch Advisors
Utah
$2.98M +$249K +3,100 +9%
DI
894
Diligent Investors
California
$2.98M -$20.1K -250 -0.7%
FNBOMD
895
First National Bank of Mount Dora
Florida
$2.96M -$159K -1,975 -5%
SFP
896
Shepherd Financial Partners
Massachusetts
$2.94M +$2.98M +37,046 New
SCM
897
Snyder Capital Management
California
$2.93M +$714K +8,887 +31%
GIM
898
Goelzer Investment Management
Indiana
$2.92M -$813K -10,118 -21%
WA
899
Winfield Associates
Ohio
$2.9M -$148K -1,835 -5%
UOC
900
UBS O'Connor
Illinois
$2.86M +$2.95M +36,699 New

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.