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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 %
ACM
1051
Ativo Capital Management
Illinois
$1.64M – – –
IIM
1052
Intact Investment Management
Quebec, Canada
$1.63M +$1.16M +14,800 +243%
CIA
1053
Capital Investment Advisors
Georgia
$1.62M +$42.8K +548 +3%
WWM
1054
Willingdon Wealth Management
North Carolina
$1.62M -$74.8K -959 -4%
KPF
1055
K2 Principal Fund
Ontario, Canada
$1.62M +$1.42M +18,200 +728%
ECM
1056
ETrade Capital Management
Virginia
$1.59M +$157K +2,015 +11%
JFGIW
1057
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59M +$96.3K +1,235 +6%
AGM
1058
Alpine Global Management
New York
$1.59M +$1.59M +20,346 New
CWM
1059
CMH Wealth Management
New Hampshire
$1.57M +$1.57M +19,317 New
PFS
1060
Physicians Financial Services
North Carolina
$1.56M – – –
GCM
1061
Glynn Capital Management
California
$1.56M – – –
IHL
1062
Investment House LLC
California
$1.55M +$9.75K +125 +0.6%
GAM
1063
Gotham Asset Management
New York
$1.55M +$66.2K +849 +4%
GIM
1064
Guardian Investment Management
California
$1.54M -$246K -4,602 -14%
WSCM
1065
Wellington Shields Capital Management
New York
$1.54M -$624K -7,999 -29%
HIMC
1066
Heritage Investors Management Corp
Maryland
$1.54M +$70K +897 +5%
MWM
1067
Marietta Wealth Management
Georgia
$1.54M +$1.54M +19,681 New
PIM
1068
Profit Investment Management
Maryland
$1.53M -$13.4K -172 -0.9%
NEIRG
1069
New England Investment & Retirement Group
Massachusetts
$1.53M -$25.7K -329 -2%
RWA
1070
Ropes Wealth Advisors
Massachusetts
$1.51M – – –
IAA
1071
Independent Advisor Alliance
North Carolina
$1.51M +$1.51M +18,475 New
CWM
1072
Concert Wealth Management
California
$1.5M -$1.17M -15,030 -44%
SCM
1073
Schnieders Capital Management
California
$1.5M +$5.46K +70 +0.4%
HAI
1074
Hennessy Advisors Inc
California
$1.5M -$10.9K -140 -0.7%
CAMG
1075
CWA Asset Management Group
Florida
$1.49M +$386K +4,953 +35%
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43
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