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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
1051
Texas Yale Capital Corp
Florida
$527K – – –
CDH
1052
Charles D. Hyman
$523K -$39.2K -600 -7%
MGIA
1053
Moneta Group Investment Advisors
Missouri
$523K – – –
LCP
1054
LGT Capital Partners
Switzerland
$523K +$523K +8,000 New
MGAM
1055
McGowan Group Asset Management
Texas
$502K -$131 -2 -0%
GWCM
1056
Godshalk Welsh Capital Management
Pennsylvania
$497K -$13.1K -200 -3%
Boston Partners
1057
Boston Partners
Massachusetts
$496K -$208K -3,184 -30%
PC
1058
Palo Capital
California
$489K +$216K +3,300 +79%
AAS
1059
Annex Advisory Services
Wisconsin
$486K +$137K +2,094 +39%
ACI
1060
Alpha Cubed Investments
California
$484K +$484K +7,403 New
CIA
1061
Capital Investment Advisors
Georgia
$475K -$19.1K -292 -4%
Dodge & Cox
1062
Dodge & Cox
California
$474K – – –
WPW
1063
Waldron Private Wealth
Pennsylvania
$471K -$120K -1,836 -20%
CPA
1064
Capital Planning Advisors
California
$470K +$58.3K +892 +14%
Koshinski Asset Management
1065
Koshinski Asset Management
Illinois
$467K -$65 -1 -0%
CWM
1066
Concert Wealth Management
California
$461K -$116K -5,354 -20%
VanEck Associates
1067
VanEck Associates
New York
$460K +$218K +3,328 +90%
OMCS
1068
Old Mutual Customised Solutions
South Africa
$458K -$118K -1,800 -20%
SNT
1069
Security National Trust
West Virginia
$458K +$335K +5,120 +272%
HC
1070
Hillman Company
Pennsylvania
$449K – – –
CL
1071
CPWM LLC
Washington
$449K +$3.93K +60 +0.9%
PCM
1072
Pointe Capital Management
Michigan
$431K +$431K +6,596 New
AWA
1073
ARS Wealth Advisors
Florida
$428K +$131 +2 +0%
DWA
1074
Douglass Winthrop Advisors
New York
$426K – – –
PPSG
1075
Princeton Portfolio Strategies Group
New Jersey
$420K – – –
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