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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
AIM
951
Arcadia Investment Management
Michigan
$2.37M +$1.89M +23,542 +342%
BG
952
Bahl & Gaynor
Ohio
$2.36M -$63.5K -790 -3%
Capstone Investment Advisors
953
Capstone Investment Advisors
New York
$2.35M +$2.42M +30,106 New
YWP
954
YorkBridge Wealth Partners
New York
$2.35M +$2.35M +29,287 New
TCM
955
Texan Capital Management
Texas
$2.32M -$41.3K -514 -2%
QI
956
Quotient Investors
New York
$2.31M +$8.04K +100 +0.3%
BCM
957
BlueMar Capital Management
Florida
$2.29M -$1.72M -21,436 -42%
ICOA
958
Investment Centers of America
North Dakota
$2.29M +$758K +9,433 +47%
PI
959
PineBridge Investments
New York
$2.26M -$948K -11,787 -29%
KCM
960
Karp Capital Management
California
$2.26M -$149K -1,858 -6%
WG
961
Winton Group
United Kingdom
$2.25M -$14.6M -181,122 -86%
LAIC
962
Lederer & Associates Investment Counsel
California
$2.25M +$2.32M +28,840 New
BPCE
963
Bank Pictet & Cie (Europe)
Germany
$2.24M -$17.8K -222 -0.8%
AI
964
Atria Investments
North Carolina
$2.23M +$264K +3,289 +13%
SWP
965
Stratos Wealth Partners
Ohio
$2.22M +$120K +1,487 +6%
SACTSONJ
966
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.2M
PCA
967
Private Capital Advisors
Connecticut
$2.2M +$2.26M +28,154 New
FAM
968
Foothills Asset Management
Arizona
$2.2M -$18.9K -235 -0.8%
ACS
969
Archford Capital Strategies
Illinois
$2.19M +$14.4K +179 +0.6%
BOS
970
Bank of Stockton
California
$2.17M -$78.3K -974 -3%
SSI
971
Scott & Selber Inc
Texas
$2.17M -$1.52M -18,861 -40%
CB
972
Chemical Bank
Michigan
$2.17M +$604K +7,508 +37%
KCMRT
973
Kemper Corp Master Retirement Trust
Illinois
$2.15M
PA
974
Perennial Advisors
New York
$2.13M +$2.2M +27,369 New
BIM
975
Bridgecreek Investment Management
Oklahoma
$2.13M

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.