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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 %
FG
951
Fiduciary Group
Georgia
$4.43M -$31.8K -266 -0.7%
RSVP
952
Ramsay Stattman Vela & Price
Colorado
$4.42M +$169K +1,415 +4%
SCM
953
Sterling Capital Management
North Carolina
$4.4M -$33.4K -279 -0.8%
RCP
954
Rothschild Capital Partners
New York
$4.32M -$14.4K -120 -0.3%
CPA
955
Capital Planning Advisors
California
$4.28M -$152K -1,270 -3%
CAL
956
Capital Analysts LLC
Pennsylvania
$4.24M +$48.4K +405 +1%
TIM
957
Thompson Investment Management
Wisconsin
$4.23M -$219K -1,828 -5%
APA
958
American Portfolios Advisors
New York
$4.2M +$1.67M +14,001 +66%
LCM
959
Lee Capital Management
New York
$4.19M +$1.32M +11,000 +46%
SWM
960
Segment Wealth Management
Texas
$4.18M +$261K +2,186 +7%
GH
961
GAM Holding
Switzerland
$4.18M -$4.23M -35,386 -50%
AIM
962
Arcadia Investment Management
Michigan
$4.18M -$115K -960 -3%
UB
963
UMB Bank
Missouri
$4.17M -$272K -2,275 -6%
WA
964
Winfield Associates
Ohio
$4.14M -$162K -1,356 -4%
FWM
965
Frontier Wealth Management
Missouri
$4.11M -$2.15K -18 -0.1%
AT
966
Argent Trust
Texas
$4.1M -$50.2K -420 -1%
CT
967
Clearstead Trust
Maine
$4.09M +$92.8K +776 +2%
FMBTD
968
First Midwest Bank Trust Division
Illinois
$4.08M -$497K -4,154 -11%
ICP
969
Ironvine Capital Partners
Nebraska
$4.07M +$270K +2,258 +7%
DCM
970
Donaldson Capital Management
Indiana
$4.07M +$185K +1,547 +5%
FM
971
Family Management
New York
$4.04M -$357K -2,982 -8%
PFM
972
Premier Fund Managers
United Kingdom
$4.03M – – –
MM
973
Meridian Management
Arkansas
$4.01M +$359 +3 +0%
BRWA
974
B. Riley Wealth Advisors
Florida
$3.96M +$153K +1,282 +4%
SGAM
975
Steinberg Global Asset Management
Florida
$3.94M -$15.2K -127 -0.4%
37 38
39
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