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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1101
Weatherly Asset Management
California
$3.65M +$906K +6,036 +33%
SS
1102
Sunbelt Securities
Texas
$3.64M +$390K +2,598 +12%
AIA
1103
Armor Investment Advisors
North Carolina
$3.64M -$201K -1,340 -5%
NL
1104
NVWM LLC
Pennsylvania
$3.62M +$69.8K +465 +2%
RPC
1105
Rossmore Private Capital
Connecticut
$3.62M +$1.22M +8,162 +51%
SNT
1106
Security National Trust
West Virginia
$3.61M +$68.3K +455 +2%
LFGH
1107
Lee Financial Group Hawaii
Hawaii
$3.61M -$14.4K -96 -0.4%
PCM
1108
Poehling Capital Management
Wisconsin
$3.6M +$816K +5,435 +29%
IMOV
1109
Investment Management of Virginia
Virginia
$3.59M -$17.7K -118 -0.5%
KJHP
1110
K.J. Harrison & Partners
Ontario, Canada
$3.59M +$946K +6,300 +36%
GCM
1111
Graham Capital Management
Connecticut
$3.58M +$2.42M +16,113 +209%
TRCT
1112
Tower Research Capital (TRC)
New York
$3.57M -$10.3M -68,291 -74%
HKIM
1113
Hayek Kallen Investment Management
Alabama
$3.57M -$27.2K -181 -0.8%
SI
1114
Shaker Investments
Ohio
$3.56M +$437K +2,909 +14%
WWM
1115
Willingdon Wealth Management
North Carolina
$3.54M +$324K +2,159 +10%
SMFG
1116
Sumitomo Mitsui Financial Group
Japan
$3.51M -$264K -1,758 -7%
CC
1117
Cipher Capital
New York
$3.49M +$3.49M +23,237 New
RWA
1118
Ropes Wealth Advisors
Massachusetts
$3.47M +$450K +3,000 +15%
NA
1119
NewEdge Advisors
Louisiana
$3.47M +$477K +3,180 +16%
VLC
1120
Van Leeuwen & Company
New Jersey
$3.46M +$3.46M +23,034 New
OA
1121
Oxbow Advisors
Texas
$3.45M -$45K -300 -1%
NAM
1122
NTV Asset Management
West Virginia
$3.43M -$105K -700 -3%
SAM
1123
Security Asset Management
New York
$3.41M – – –
FFWA
1124
FRG Family Wealth Advisors
Washington
$3.41M +$726K +4,835 +27%
SGCA
1125
Steel Grove Capital Advisors
Tennessee
$3.4M -$261K -1,738 -7%
43 44
45
46 47