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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
CCFCSB
926
Cape Cod Five Cents Savings Bank
Massachusetts
$5.47M +$19.2K +149 +0.4%
MC
927
Moors & Cabot
Massachusetts
$5.46M +$321K +2,492 +6%
PWM
928
Patriot Wealth Management
Texas
$5.46M +$114K +886 +2%
KC
929
Kepos Capital
New York
$5.44M -$125K -972 -2%
CG
930
CFO4Life Group
Texas
$5.43M +$5.28M +41,011 New
GI
931
GAMCO Investors
Connecticut
$5.42M -$111K -860 -2%
SWP
932
Stratos Wealth Partners
Ohio
$5.41M -$228K -1,774 -4%
BDWM
933
Brewin Dolphin Wealth Management
Ireland
$5.4M +$103K +800 +2%
DBT
934
Dubuque Bank & Trust
Iowa
$5.39M -$336K -2,614 -6%
ECM
935
ETrade Capital Management
Virginia
$5.36M +$1.36M +10,597 +35%
SFM
936
Sphera Funds Management
Israel
$5.35M
HWA
937
HCR Wealth Advisors
California
$5.31M +$14.8K +115 +0.3%
B
938
Bellecapital
Switzerland
$5.3M +$989K +7,685 +24%
SM
939
Selkirk Management
New Jersey
$5.3M
AIC
940
Argus Investors Counsel
New York
$5.29M -$325K -2,522 -6%
SCI
941
Stableford Capital II
Arizona
$5.29M -$305K -2,373 -6%
SFSIG
942
San Francisco Sentry Investment Group
California
$5.24M -$1.94M -15,094 -28%
BBHC
943
Brown Brothers Harriman & Co
New York
$5.22M +$27.3K +212 +0.5%
TCM
944
Twin Capital Management
Pennsylvania
$5.21M -$1.15M -8,960 -19%
UF
945
Univest Financial
Pennsylvania
$5.13M -$269K -2,087 -5%
MCG
946
McCollum Christoferson Group
New York
$5.09M +$23K +179 +0.5%
QSS
947
Quantitative Systematic Strategies
Florida
$5.09M +$1.71M +13,255 +53%
HAG
948
HighPoint Advisor Group
Illinois
$5.08M -$28.4K -221 -0.2%
APA
949
American Portfolios Advisors
New York
$5.08M +$417K +3,242 +9%
CWM
950
Cornerstone Wealth Management
Missouri
$5.07M +$85.8M +666,378 +13,446%

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.