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Visa
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Overview Fund Activity

1,660 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, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
1001
Ascent Wealth Partners
New York
$1.92M -$3.98K -51 -0.2%
EA
1002
Edge Advisors
Georgia
$1.91M +$1.91M +24,540 New
II
1003
IFM Investors
Australia
$1.89M +$1.89M +24,244 New
HW
1004
Hedeker Wealth
Illinois
$1.89M +$1.13M +14,441 +148%
BIM
1005
Baldwin Investment Management
Pennsylvania
$1.88M -$70.2K -900 -4%
WPC
1006
White Pine Capital
Minnesota
$1.88M -$86.1K -1,104 -4%
PCMI
1007
Princeton Capital Management Inc
New Jersey
$1.87M +$1.87M +24,003 New
FHA
1008
Flagship Harbor Advisors
Massachusetts
$1.87M +$1.87M +22,878 New
BRWA
1009
B. Riley Wealth Advisors
Florida
$1.86M +$66.3K +848 +4%
PCM
1010
Parsons Capital Management
Rhode Island
$1.86M +$11.7K +150 +0.6%
ICRM
1011
Insight Capital Research & Management
California
$1.84M -$27.6K -354 -1%
TFA
1012
Toth Financial Advisory
Virginia
$1.84M +$252K +3,225 +16%
SBA
1013
Seven Bridges Advisors
New York
$1.84M -$64.6K -828 -3%
SBIA
1014
Sheaff Brock Investment Advisors
Indiana
$1.84M -$118K -1,509 -6%
SNT
1015
Security National Trust
West Virginia
$1.84M +$87.4K +1,120 +5%
BFG
1016
Beacon Financial Group
Texas
$1.83M +$128K +1,639 +7%
WAM
1017
Wealthspire Advisors (Maryland)
Maryland
$1.83M +$24.5K +314 +1%
HB
1018
Homrich & Berg
Georgia
$1.82M -$67K -859 -4%
CWM
1019
Concentric Wealth Management
California
$1.82M +$1.82M +23,338 New
ISL
1020
Ingalls & Snyder LLC
New York
$1.82M -$936 -12 -0.1%
DPIM
1021
Duff & Phelps Investment Management
Illinois
$1.82M -$67.9K -870 -4%
CA
1022
Cetera Advisors
Colorado
$1.81M +$632K +8,073 +54%
SGAM
1023
Steinberg Global Asset Management
Florida
$1.81M -$105K -1,351 -6%
FP
1024
Foundry Partners
Minnesota
$1.81M -$2.94M -37,669 -62%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$1.8M +$5.07K +65 +0.3%
39 40
41
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