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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
SAM
976
Security Asset Management
New York
$2.13M +$43.7K +543 +2%
AP
977
Advisor Partners
California
$2.12M -$36.3K -451 -2%
AIA
978
Armor Investment Advisors
North Carolina
$2.12M +$2.19M +27,181 New
BSB
979
Bangor Savings Bank
Maine
$2.11M +$13.2K +164 +0.6%
SRP
980
Saddle Road Partners
Nebraska
$2.11M +$2.26M +28,167 +247%
NJBEST
981
New Jersey Better Educational Savings Trust
New Jersey
$2.11M +$402K +5,000 +23%
SWM
982
Segment Wealth Management
Texas
$2.1M +$105K +1,309 +5%
LFAS
983
Level Four Advisory Services
Texas
$2.1M +$2.16M +26,901 New
NAM
984
NTV Asset Management
West Virginia
$2.09M
BFS
985
Bradley Foster & Sargent
Connecticut
$2.06M +$90.4K +1,124 +4%
IMOV
986
Investment Management of Virginia
Virginia
$2.06M +$4.02K +50 +0.2%
CWM
987
Calamos Wealth Management
Illinois
$2.05M -$14.9K -185 -0.7%
BIM
988
Beach Investment Management
Pennsylvania
$2.02M +$1.4M +17,360 +203%
CAM
989
Carret Asset Management
New York
$2.02M -$48.4K -602 -2%
EHWM
990
Eads & Heald Wealth Management
Georgia
$2M -$9.33K -116 -0.5%
HKIM
991
Hayek Kallen Investment Management
Alabama
$1.99M +$182K +2,267 +10%
MSU
992
Mizuho Securities USA
New York
$1.99M -$432K -5,375 -17%
PCTC
993
Perkins Coie Trust Company
Washington
$1.98M +$731K +9,088 +56%
AT
994
Arden Trust
Delaware
$1.98M -$36.8K -458 -2%
SCM
995
Shelton Capital Management
Colorado
$1.97M -$7.16K -89 -0.4%
BCFS
996
Butensky & Cohen Financial Security
Florida
$1.96M +$44.5K +554 +2%
TWA
997
Tillar-Wenstrup Advisors
Ohio
$1.95M -$36.8K -458 -2%
IB
998
Intrust Bank
Kansas
$1.94M +$46K +572 +2%
SI
999
Sprott Inc
Ontario, Canada
$1.94M +$884K +11,000 +80%
KFC
1000
Klingenstein Fields & Co
New York
$1.93M +$876K +10,894 +79%

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.