We are live on ! Find out more

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
WF
1101
WealthTrust Fairport
Ohio
$1.4M -$24.2K -301 -2%
AA
1102
Ancora Advisors
Ohio
$1.39M +$1.19M +14,824 +492%
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$1.39M +$555K +6,900 +63%
EP
1104
Edgestream Partners
New Jersey
$1.38M -$2.88M -35,867 -67%
TWI
1105
Thomas White International
Illinois
$1.37M -$465K -5,779 -25%
MCM
1106
Maltese Capital Management
New York
$1.36M +$1.41M +17,500 New
SSB
1107
Sandy Spring Bank
Maryland
$1.36M +$29.7K +370 +2%
OMCS
1108
Old Mutual Customised Solutions
South Africa
$1.35M +$1.1M +13,700 +381%
BEC
1109
Blue Edge Capital
Virginia
$1.34M
PLFAM
1110
Pineno Levin & Ford Asset Management
Virginia
$1.34M
DWA
1111
Douglass Winthrop Advisors
New York
$1.34M +$193K +2,400 +16%
PCP
1112
Proficio Capital Partners
Massachusetts
$1.33M +$20.5K +255 +2%
FIB
1113
First Interstate Bank
Montana
$1.33M -$297K -3,697 -18%
RFA
1114
Reilly Financial Advisors
California
$1.33M +$58.8K +731 +4%
HCM
1115
Hodges Capital Management
Texas
$1.33M -$46.4K -577 -3%
LNC
1116
Lincoln National Corp
Pennsylvania
$1.33M +$33.8K +420 +3%
BRC
1117
Bell Rock Capital
Delaware
$1.33M +$1.36M +16,972 New
TCOV
1118
Trust Company of Vermont
Vermont
$1.32M +$470K +5,845 +53%
AssetMark Inc
1119
AssetMark Inc
California
$1.32M -$16K -199 -1%
FCFC
1120
First Commonwealth Financial Corp
Pennsylvania
$1.31M -$4.99K -62 -0.4%
SI
1121
SII Investments
Wisconsin
$1.31M +$32.2K +401 +2%
WCA
1122
Waratah Capital Advisors
Ontario, Canada
$1.3M -$5.46M -67,900 -80%
CBU
1123
CIBC Bank USA
Illinois
$1.3M -$2.08M -25,934 -61%
BAM
1124
Bruderman Asset Management
New York
$1.29M -$74.2K -923 -5%
BFEC
1125
Benjamin F. Edwards & Company
Missouri
$1.28M -$185K -2,307 -12%

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.