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Visa
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Overview Fund Activity

2,071 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1076
Wealth Enhancement Advisory Services
Minnesota
$3.09M +$2.67M +21,910 +634%
WIS
1077
Wright Investors Service
Connecticut
$3.08M +$2M +16,743 +186%
LFAS
1078
Level Four Advisory Services
Texas
$3.04M -$45.9K -384 -1%
CAM
1079
Carret Asset Management
New York
$3.04M -$114K -951 -4%
DAS
1080
Dynamic Advisor Solutions
Arizona
$3.04M +$118K +989 +4%
SCM
1081
Snyder Capital Management
California
$3.03M -$90.5K -757 -3%
HFA
1082
HC Financial Advisors
California
$3.03M +$89.6K +749 +3%
IB
1083
Intrust Bank
Kansas
$3.03M +$3.11K +26 +0.1%
FAIM
1084
Financial Advocates Investment Management
Washington
$3.02M +$678K +5,672 +29%
QSS
1085
Quantitative Systematic Strategies
Florida
$3.01M -$350K -2,929 -10%
AF
1086
Ally Financial
Michigan
$2.99M +$2.99M +25,000 New
HKIM
1087
Hayek Kallen Investment Management
Alabama
$2.98M -$104K -869 -3%
BA
1088
Bridgewater Associates
Connecticut
$2.96M +$1.23M +10,272 +71%
BIM
1089
Beach Investment Management
Pennsylvania
$2.96M – – –
S
1090
SimplyRich
California
$2.95M – – –
HCA
1091
Harbour Capital Advisors
Virginia
$2.94M +$123K +1,032 +4%
ISL
1092
Ingalls & Snyder LLC
New York
$2.92M -$8.37K -70 -0.3%
SGCA
1093
Steel Grove Capital Advisors
Tennessee
$2.91M -$15.6K -130 -0.5%
PCM
1094
Poehling Capital Management
Wisconsin
$2.88M -$9.81K -82 -0.3%
HAM
1095
Highstreet Asset Management
Ontario, Canada
$2.88M +$1.1M +9,211 +62%
WSCM
1096
Wellington Shields Capital Management
New York
$2.87M -$175K -1,465 -6%
SACTSONJ
1097
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.87M – – –
BDS
1098
Banco de Sabadell
Florida
$2.86M -$2.35M -19,837 -45%
NAM
1099
NTV Asset Management
West Virginia
$2.85M -$53.8K -450 -2%
SNT
1100
Security National Trust
West Virginia
$2.85M +$41.6K +348 +1%
42 43
44
45 46