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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
951
Homrich & Berg
Georgia
$958K +$205K +3,134 +27%
CCA
952
Cobblestone Capital Advisors
New York
$953K -$11.8K -180 -1%
B
953
BancorpSouth
Mississippi
$948K -$174K -2,656 -15%
Twin Tree Management
954
Twin Tree Management
Texas
$933K +$933K +14,269 New
IP
955
Investment Partners
Ohio
$931K +$4.97K +76 +0.5%
FFC
956
First Financial Corp
Indiana
$927K – – –
HC
957
HHG & Company
Connecticut
$922K -$262 -4 -0%
BCM
958
Brookstone Capital Management
Illinois
$920K +$334K +5,101 +57%
RCAG
959
Rehmann Capital Advisory Group
Michigan
$909K -$77.3K -1,182 -8%
SWP
960
Stratos Wealth Partners
Ohio
$909K +$150K +2,292 +20%
HH
961
Hilltop Holdings
Texas
$906K +$212K +3,234 +30%
SFM
962
Systematic Financial Management
New Jersey
$889K – – –
MAM
963
Mizuho Asset Management
Japan
$882K +$309K +4,729 +54%
GIS
964
Guardian Investor Services
New York
$876K -$8.04K -123 -0.9%
SOAMC
965
Spirit of America Management Corp
New York
$876K – – –
ARMT
966
Amica Retiree Medical Trust
Rhode Island
$873K – – –
I
967
IberiaBank
Louisiana
$872K -$87.8K -1,343 -9%
WSTAM
968
Wilbanks Smith & Thomas Asset Management
Virginia
$867K -$71.5K -1,093 -8%
NPA
969
Nichols & Pratt Advisers
Massachusetts
$867K – – –
WA
970
WFG Advisors
Texas
$862K -$96.5K -1,476 -10%
HEIP
971
Hudson Edge Investment Partners
New Jersey
$862K -$61.2K -936 -7%
MIAN
972
Mariner Independent Advisor Network
Kansas
$855K +$855K +13,071 New
LPC
973
Loeb Partners Corp
New York
$850K – – –
CK
974
Cohen Klingenstein
New York
$837K – – –
TH
975
TCTC Holdings
Texas
$837K – – –
37 38
39
40 41