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2,076 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, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
BDS
1101
Banco de Sabadell
Florida
$2.86M -$2.4M -19,837 -45%
NAM
1102
NTV Asset Management
West Virginia
$2.85M -$54.5K -450 -2%
SNT
1103
Security National Trust
West Virginia
$2.85M +$42.2K +348 +1%
IMOV
1104
Investment Management of Virginia
Virginia
$2.84M -$89.8K -741 -3%
LFGH
1105
Lee Financial Group Hawaii
Hawaii
$2.84M -$80.1K -661 -3%
OMCS
1106
Old Mutual Customised Solutions
South Africa
$2.84M
HCM
1107
Harvey Capital Management
Florida
$2.82M +$2.01M +16,610 +237%
ACP
1108
Aviance Capital Partners
Florida
$2.81M +$1.81M +14,954 +175%
KFC
1109
Klingenstein Fields & Co
New York
$2.79M
CG
1110
Cutler Group
California
$2.78M +$2.66M +21,925 +1,624%
NL
1111
NVWM LLC
Pennsylvania
$2.74M +$153K +1,259 +6%
RA
1112
Rational Advisors
New York
$2.73M +$1.61M +13,267 +139%
AA
1113
Ancora Advisors
Ohio
$2.72M +$343K +2,832 +14%
SAM
1114
Security Asset Management
New York
$2.72M -$57.6K -475 -2%
TYCC
1115
Texas Yale Capital Corp
Florida
$2.72M -$36.4K -300 -1%
CWM
1116
Concentric Wealth Management
California
$2.71M -$21.8K -180 -0.8%
FAM
1117
Foothills Asset Management
Arizona
$2.71M -$206K -1,701 -7%
LCP
1118
Legacy Capital Partners
Wisconsin
$2.7M -$27.3K -225 -1%
SC
1119
Searle & Co
Connecticut
$2.68M
GXMC
1120
Global X Management Company
New York
$2.68M -$94.7K -781 -3%
LAIC
1121
Lederer & Associates Investment Counsel
California
$2.67M -$313K -2,586 -10%
LNC
1122
Lincoln National Corp
Pennsylvania
$2.67M -$684K -5,642 -20%
ST
1123
Sentinel Trust
Texas
$2.66M -$2.42K -20 -0.1%
DS
1124
Dudley & Shanley
Florida
$2.66M +$2.7M +22,241 New
BKA
1125
Brick & Kyle Associates
Pennsylvania
$2.66M +$31.6K +261 +1%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.