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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 %
IMOV
1101
Investment Management of Virginia
Virginia
$2.84M -$88.6K -741 -3%
LFGH
1102
Lee Financial Group Hawaii
Hawaii
$2.84M -$79.1K -661 -3%
OMCS
1103
Old Mutual Customised Solutions
South Africa
$2.84M – – –
HCM
1104
Harvey Capital Management
Florida
$2.82M +$1.99M +16,610 +237%
ACP
1105
Aviance Capital Partners
Florida
$2.81M +$1.79M +14,954 +175%
KFC
1106
Klingenstein Fields & Co
New York
$2.79M – – –
CG
1107
Cutler Group
California
$2.78M +$2.62M +21,925 +1,624%
NL
1108
NVWM LLC
Pennsylvania
$2.74M +$149K +1,259 +6%
RA
1109
Rational Advisors
New York
$2.73M +$1.59M +13,267 +139%
AA
1110
Ancora Advisors
Ohio
$2.72M +$339K +2,832 +14%
SAM
1111
Security Asset Management
New York
$2.72M -$56.8K -475 -2%
TYCC
1112
Texas Yale Capital Corp
Florida
$2.72M -$35.9K -300 -1%
CWM
1113
Concentric Wealth Management
California
$2.72M -$21.5K -180 -0.8%
FAM
1114
Foothills Asset Management
Arizona
$2.71M -$203K -1,701 -7%
LCP
1115
Legacy Capital Partners
Wisconsin
$2.7M -$26.9K -225 -1%
SC
1116
Searle & Co
Connecticut
$2.68M – – –
GXMC
1117
Global X Management Company
New York
$2.68M -$93.4K -781 -3%
LAIC
1118
Lederer & Associates Investment Counsel
California
$2.68M -$309K -2,586 -10%
LNC
1119
Lincoln National Corp
Pennsylvania
$2.67M -$675K -5,642 -20%
ST
1120
Sentinel Trust
Texas
$2.66M -$2.39K -20 -0.1%
DS
1121
Dudley & Shanley
Florida
$2.66M +$2.66M +22,241 New
BKA
1122
Brick & Kyle Associates
Pennsylvania
$2.66M +$31.2K +261 +1%
CPM
1123
Crescent Park Management
California
$2.66M -$34.6M -288,944 -93%
TSWM
1124
Triangle Securities Wealth Management
North Carolina
$2.65M -$104K -869 -4%
OA
1125
Oxbow Advisors
Texas
$2.65M -$37.6K -314 -1%
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