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Visa
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Overview Fund Activity

2,071 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, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
876
Columbia Asset Management
Michigan
$5.66M -$65.4K -547 -1%
SPIA
877
Steward Partners Investment Advisory
New York
$5.59M +$1.04M +8,720 +23%
PA
878
Parallel Advisors
California
$5.58M +$111K +930 +2%
AI
879
Atria Investments
North Carolina
$5.57M +$876K +7,325 +19%
SCM
880
Sitrin Capital Management
California
$5.56M +$18.2K +152 +0.3%
PIM
881
Progressive Investment Management
Oregon
$5.52M +$94.4K +789 +2%
JWM
882
Jackson Wealth Management
Florida
$5.49M +$368K +3,071 +7%
PBT
883
Pictet Bank & Trust
Bahamas
$5.48M -$21.5K -180 -0.4%
LCM
884
Liberty Capital Management
Michigan
$5.48M -$78.8K -659 -1%
FTC
885
Farmers Trust Company
Ohio
$5.44M -$947K -7,913 -15%
FMT
886
First Mercantile Trust
Tennessee
$5.44M +$2.13M +17,792 +64%
SA
887
Strategic Advisors
New York
$5.42M +$327K +2,731 +6%
DAM
888
Diamant Asset Management
Connecticut
$5.41M +$23.9K +200 +0.4%
BCM
889
Bourgeon Capital Management
Connecticut
$5.4M -$69.3K -579 -1%
UR
890
USCA RIA
Texas
$5.39M +$230K +1,920 +4%
PPSG
891
Princeton Portfolio Strategies Group
New Jersey
$5.38M -$35.3K -295 -0.7%
FNBOMD
892
First National Bank of Mount Dora
Florida
$5.34M -$447K -3,735 -8%
WS
893
Wedbush Securities
California
$5.34M +$210K +1,754 +4%
ECM
894
Everence Capital Management
Indiana
$5.33M – – –
AAM
895
Auxier Asset Management
Oregon
$5.29M – – –
RWP
896
RWA Wealth Partners
Massachusetts
$5.27M -$219K -1,833 -4%
PWW
897
Pettyjohn Wood & White
Virginia
$5.26M +$216K +1,803 +4%
BSPF
898
British Steel Pension Fund
United Kingdom
$5.25M – – –
SIMM
899
Stillwater Investment Management (Minnesota)
Minnesota
$5.25M +$5.25M +43,900 New
MMA
900
Miracle Mile Advisors
California
$5.24M +$4.01M +33,500 +326%
34 35
36
37 38