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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
CCM
1001
Coldstream Capital Management
Washington
$1.92M +$1.75M +21,829 +790%
LOAME
1002
Lombard Odier Asset Management (Europe)
United Kingdom
$1.92M
CA
1003
Corrado Advisors
New Jersey
$1.92M +$16.3K +203 +0.8%
AWP
1004
Ascent Wealth Partners
New York
$1.92M -$4.1K -51 -0.2%
EA
1005
Edge Advisors
Georgia
$1.91M +$1.97M +24,540 New
II
1006
IFM Investors
Australia
$1.89M +$1.95M +24,244 New
HW
1007
Hedeker Wealth
Illinois
$1.89M +$1.16M +14,441 +148%
BIM
1008
Baldwin Investment Management
Pennsylvania
$1.88M -$72.4K -900 -4%
WPC
1009
White Pine Capital
Minnesota
$1.88M -$88.8K -1,104 -4%
PCMI
1010
Princeton Capital Management Inc
New Jersey
$1.87M +$1.93M +24,003 New
FHA
1011
Flagship Harbor Advisors
Massachusetts
$1.87M +$1.84M +22,878 New
BRWA
1012
B. Riley Wealth Advisors
Florida
$1.86M +$68.2K +848 +4%
PCM
1013
Parsons Capital Management
Rhode Island
$1.86M +$12.1K +150 +0.6%
ICRM
1014
Insight Capital Research & Management
California
$1.84M -$28.5K -354 -1%
TFA
1015
Toth Financial Advisory
Virginia
$1.84M +$259K +3,225 +16%
SBA
1016
Seven Bridges Advisors
New York
$1.84M -$66.6K -828 -3%
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$1.84M -$121K -1,509 -6%
SNT
1018
Security National Trust
West Virginia
$1.84M +$90K +1,120 +5%
BFG
1019
Beacon Financial Group
Texas
$1.83M +$132K +1,639 +7%
WAM
1020
Wealthspire Advisors (Maryland)
Maryland
$1.83M +$25.2K +314 +1%
HB
1021
Homrich & Berg
Georgia
$1.82M -$69.1K -859 -4%
CWM
1022
Concentric Wealth Management
California
$1.82M +$1.88M +23,338 New
ISL
1023
Ingalls & Snyder LLC
New York
$1.82M -$965 -12 -0.1%
DPIM
1024
Duff & Phelps Investment Management
Illinois
$1.82M -$69.9K -870 -4%
CA
1025
Cetera Advisors
Colorado
$1.81M +$649K +8,073 +54%

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.