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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
SCM
1076
Schnieders Capital Management
California
$1.5M +$5.63K +70 +0.4%
HAI
1077
Hennessy Advisors Inc
California
$1.5M -$11.3K -140 -0.7%
CAMG
1078
CWA Asset Management Group
Florida
$1.49M +$398K +4,953 +35%
EWM
1079
Evercore Wealth Management
New York
$1.47M +$72K +896 +5%
TYCC
1080
Texas Yale Capital Corp
Florida
$1.47M +$878K +10,915 +137%
SPC
1081
Sigma Planning Corp
Michigan
$1.47M -$29.5K -367 -2%
BFA
1082
Benedict Financial Advisors
Georgia
$1.47M -$22.8K -284 -1%
SOAMC
1083
Spirit of America Management Corp
New York
$1.47M
WFG
1084
Wills Financial Group
Virginia
$1.47M +$322K +4,008 +27%
BHWM
1085
Bar Harbor Wealth Management
New Hampshire
$1.46M -$43K -535 -3%
CPA
1086
Clear Perspective Advisors
Illinois
$1.46M +$1.51M +18,734 New
PP
1087
Pegasus Partners
Wisconsin
$1.46M -$8.6K -107 -0.6%
RSVP
1088
Ramsay Stattman Vela & Price
Colorado
$1.46M +$1.5M +18,717 New
RMCM
1089
Reynders McVeigh Capital Management
Massachusetts
$1.44M +$181K +2,255 +14%
LCM
1090
Logan Capital Management
Pennsylvania
$1.44M +$1.48M +18,453 New
CCT
1091
Capital City Trust
Florida
$1.43M +$4.42K +55 +0.3%
CCA
1092
Checchi Capital Advisers
California
$1.43M +$76.9K +956 +5%
ABC
1093
Associated Banc-Corp
Wisconsin
$1.42M -$13.9K -173 -0.9%
BWAM
1094
Boyd Watterson Asset Management
Ohio
$1.42M -$7.16K -89 -0.5%
HCM
1095
Hollencrest Capital Management
California
$1.41M
APP
1096
Avantax Planning Partners
Iowa
$1.41M +$1.45M +18,084 New
PAMG
1097
Patton Albertson Miller Group
Tennessee
$1.41M -$22.4K -278 -2%
RWA
1098
River Wealth Advisors
Pennsylvania
$1.41M +$296K +3,684 +26%
PAWC
1099
P.A.W. Capital
Connecticut
$1.4M
GT
1100
Glenview Trust
Kentucky
$1.4M +$1.45M +17,987 New

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.