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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 %
EWM
1076
Evercore Wealth Management
New York
$1.47M +$69.9K +896 +5%
TYCC
1077
Texas Yale Capital Corp
Florida
$1.47M +$852K +10,915 +137%
SPC
1078
Sigma Planning Corp
Michigan
$1.47M -$28.6K -367 -2%
BFA
1079
Benedict Financial Advisors
Georgia
$1.47M -$22.2K -284 -1%
SOAMC
1080
Spirit of America Management Corp
New York
$1.47M – – –
WFG
1081
Wills Financial Group
Virginia
$1.47M +$313K +4,008 +27%
BHWM
1082
Bar Harbor Wealth Management
New Hampshire
$1.46M -$41.7K -535 -3%
CPA
1083
Clear Perspective Advisors
Illinois
$1.46M +$1.46M +18,734 New
PP
1084
Pegasus Partners
Wisconsin
$1.46M -$8.35K -107 -0.6%
RSVP
1085
Ramsay Stattman Vela & Price
Colorado
$1.46M +$1.46M +18,717 New
RMCM
1086
Reynders McVeigh Capital Management
Massachusetts
$1.44M +$176K +2,255 +14%
LCM
1087
Logan Capital Management
Pennsylvania
$1.44M +$1.44M +18,453 New
CCT
1088
Capital City Trust
Florida
$1.43M +$4.29K +55 +0.3%
CCA
1089
Checchi Capital Advisers
California
$1.43M +$74.6K +956 +5%
ABC
1090
Associated Banc-Corp
Wisconsin
$1.42M -$13.5K -173 -0.9%
BWAM
1091
Boyd Watterson Asset Management
Ohio
$1.42M -$6.94K -89 -0.5%
HCM
1092
Hollencrest Capital Management
California
$1.41M – – –
APP
1093
Avantax Planning Partners
Iowa
$1.41M +$1.41M +18,084 New
PAMG
1094
Patton Albertson Miller Group
Tennessee
$1.41M -$21.7K -278 -2%
RWA
1095
River Wealth Advisors
Pennsylvania
$1.41M +$287K +3,684 +26%
PAWC
1096
P.A.W. Capital
Connecticut
$1.4M – – –
GT
1097
Glenview Trust
Kentucky
$1.4M +$1.4M +17,987 New
WF
1098
WealthTrust Fairport
Ohio
$1.4M -$23.5K -301 -2%
AA
1099
Ancora Advisors
Ohio
$1.39M +$1.16M +14,824 +492%
WKWM
1100
Walter & Keenan Wealth Management
Indiana
$1.39M +$538K +6,900 +63%
42 43
44
45 46