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Visa
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Overview Fund Activity

1,158 hedge funds and large institutions have $95.2B invested in Visa in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 462 increasing their positions, 464 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
33.3%
Holding in Top 10
107
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.55%
% of All Funds
3.08%
New
88
Increased
462
Reduced
464
Closed
92
Calls
$799M
Puts
$1.05B
Net Calls
-$249M
Net Calls Change
+$66.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$786M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$623M
3
Capital World Investors
Capital World Investors
California
+$556M
4
AAM
Aberdeen Asset Management
United Kingdom
+$461M
5
WRF
Waddell & Reed Financial
Kansas
+$237M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
2
Nomura Holdings
Nomura Holdings
Japan
-$943M
3
Macquarie Group
Macquarie Group
Australia
-$818M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$426M
5
IIS
Ignis Investment Services
United Kingdom
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1126
North Star Investment Management
Illinois
$21K – – –
FI
1127
FCM Investments
Texas
$21K – – –
HCM
1128
Horrell Capital Management
Arkansas
$21K – – –
HDIM
1129
Hanson & Doremus Investment Management
Vermont
$21K – – –
LFR
1130
Lehman Financial Resources
Pennsylvania
$21K – – –
GXMC
1131
Global X Management Company
New York
$20K – – –
JFA
1132
JNBA Financial Advisors
Minnesota
$20K +$7.37K +140 +58%
RI
1133
Redwood Investments
Massachusetts
$19K -$8.3M -155,604 -100%
NC
1134
Nicholas Company
Wisconsin
$18K – – –
IFA
1135
Interactive Financial Advisors
Illinois
$18K – – –
HCC
1136
Hirtle Callaghan & Co
Pennsylvania
$17K – – –
MA
1137
MCF Advisors
Kentucky
$16K – – –
NMIS
1138
Northwestern Mutual Investment Services
Wisconsin
$16K +$16K +300 New
MUMSS
1139
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$23.6K -440 -61%
CHC
1140
City Holding Co
West Virginia
$15K – – –
QAM
1141
QCI Asset Management
New York
$15K – – –
WOC
1142
West Oak Capital
California
$15K – – –
ACM
1143
Axel Capital Management
New York
$13K – – –
CFG
1144
CKW Financial Group
Hawaii
$13K +$13K +240 New
HR
1145
Howe & Rusling
New York
$11K -$7.48K -136 -40%
CAL
1146
Capital Analysts LLC
Pennsylvania
$10.5K – – –
AC
1147
Alexandria Capital
Virginia
$10K +$833 +16 +9%
CA
1148
CapWealth Advisors
Tennessee
$8K -$14.7K -272 -65%
OSAM
1149
O'Shaughnessy Asset Management
Connecticut
$7K – – –
HFM
1150
Hartford Financial Management
Connecticut
$6K – – –
44 45
46
47 48