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Visa
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Overview Fund Activity

1,768 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 747 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.14%
Holding in Top 10
279
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
6.97%
New
114
Increased
747
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$560M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$338M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
4
Morgan Stanley
Morgan Stanley
New York
+$193M
5
Primecap Management
Primecap Management
California
+$182M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$548M
2
CWM
CIBC World Markets
New York
-$464M
3
Sands Capital Management
Sands Capital Management
Virginia
-$423M
4
ECU
Egerton Capital (UK)
United Kingdom
-$379M
5
State Street
State Street
Massachusetts
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
951
Frontier Wealth Management
Missouri
$3.07M +$771K +8,225 +34%
ECML
952
Eagle Capital Management (Louisiana)
Louisiana
$3.06M -$37.4K -399 -1%
KIA
953
KCM Investment Advisors
California
$3.05M +$3.09K +33 +0.1%
AMM
954
American Money Management
California
$3.04M -$21.9K -233 -0.7%
RAM
955
Redmond Asset Management
Virginia
$3.03M +$4.69K +50 +0.2%
ASN
956
Advisory Services Network
Georgia
$3.03M -$218K -2,328 -7%
KCMRT
957
Kemper Corp Master Retirement Trust
Illinois
$3.01M +$422K +4,500 +16%
EA
958
Edge Advisors
Georgia
$3M +$260K +2,775 +9%
AP
959
Advisor Partners
California
$2.98M +$285K +3,040 +11%
WA1
960
Wimmer Associates 1
California
$2.98M -$20.1K -214 -0.7%
CG
961
Colony Group
Massachusetts
$2.98M +$2.23M +23,820 +301%
BG
962
Bahl & Gaynor
Ohio
$2.97M +$147K +1,564 +5%
MBTD
963
Mechanics Bank - Trust Department
California
$2.96M +$151K +1,613 +5%
TCM
964
Twin Capital Management
Pennsylvania
$2.95M -$14.1K -150 -0.5%
LSCM
965
LaSalle Street Capital Management
Illinois
$2.94M – – –
ACS
966
Archford Capital Strategies
Illinois
$2.94M +$5.63K +60 +0.2%
FNB
967
Farmers National Bank
Kentucky
$2.94M -$115K -1,225 -4%
PG
968
Pendal Group
Australia
$2.91M +$2.91M +31,037 New
YWP
969
YorkBridge Wealth Partners
New York
$2.91M +$9.71K +104 +0.3%
PA
970
Perennial Advisors
New York
$2.88M +$163K +1,737 +6%
SWM
971
Segment Wealth Management
Texas
$2.87M +$197K +2,105 +7%
TCM
972
Texan Capital Management
Texas
$2.85M +$58.8K +627 +2%
TFA
973
Toth Financial Advisory
Virginia
$2.83M +$276K +2,946 +11%
FCBT
974
First Citizens Bank & Trust
North Carolina
$2.83M -$318K -3,392 -10%
SACTSONJ
975
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.81M – – –
37 38
39
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