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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
ECAM
876
East Coast Asset Management
Massachusetts
$5.69M -$630K -5,202 -10%
PGFC
877
Peapack-Gladstone Financial Corp
New Jersey
$5.67M +$1.05M +8,663 +22%
CAM
878
Columbia Asset Management
Michigan
$5.66M -$66.3K -547 -1%
SPIA
879
Steward Partners Investment Advisory
New York
$5.59M +$1.06M +8,720 +23%
PA
880
Parallel Advisors
California
$5.58M +$113K +930 +2%
AI
881
Atria Investments
North Carolina
$5.57M +$888K +7,325 +19%
SCM
882
Sitrin Capital Management
California
$5.56M +$18.4K +152 +0.3%
PIM
883
Progressive Investment Management
Oregon
$5.52M +$95.6K +789 +2%
JWM
884
Jackson Wealth Management
Florida
$5.49M +$372K +3,071 +7%
PBT
885
Pictet Bank & Trust
Bahamas
$5.48M -$21.8K -180 -0.4%
LCM
886
Liberty Capital Management
Michigan
$5.48M -$79.9K -659 -1%
FTC
887
Farmers Trust Company
Ohio
$5.44M -$959K -7,913 -15%
FMT
888
First Mercantile Trust
Tennessee
$5.44M +$2.16M +17,792 +64%
SA
889
Strategic Advisors
New York
$5.42M +$331K +2,731 +6%
DAM
890
Diamant Asset Management
Connecticut
$5.41M +$24.2K +200 +0.4%
BCM
891
Bourgeon Capital Management
Connecticut
$5.39M -$70.2K -579 -1%
UR
892
USCA RIA
Texas
$5.39M +$233K +1,920 +4%
PPSG
893
Princeton Portfolio Strategies Group
New Jersey
$5.38M -$35.8K -295 -0.7%
FNBOMD
894
First National Bank of Mount Dora
Florida
$5.34M -$453K -3,735 -8%
WS
895
Wedbush Securities
California
$5.34M +$213K +1,754 +4%
ECM
896
Everence Capital Management
Indiana
$5.33M
AAM
897
Auxier Asset Management
Oregon
$5.29M
RWP
898
RWA Wealth Partners
Massachusetts
$5.27M -$222K -1,833 -4%
PWW
899
Pettyjohn Wood & White
Virginia
$5.26M +$219K +1,803 +4%
BSPF
900
British Steel Pension Fund
United Kingdom
$5.25M

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.