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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 %
MIA
1126
MainStreet Investment Advisors
Illinois
$2.64M +$172K +1,440 +7%
WPC
1127
White Pine Capital
Minnesota
$2.63M -$41.9K -350 -2%
SFM
1128
Soros Fund Management
New York
$2.62M – – –
SCM
1129
Shelton Capital Management
Colorado
$2.62M -$138K -1,156 -5%
AFC
1130
AFT Forsyth & Company
Florida
$2.61M +$76.6K +640 +3%
TSW
1131
Thompson Siegel & Walmsley
Virginia
$2.6M -$162K -1,350 -6%
SWP
1132
Strategic Wealth Partners
Ohio
$2.57M -$86.5K -723 -3%
BIM
1133
Baldwin Investment Management
Pennsylvania
$2.55M -$35.9K -300 -1%
STA
1134
Summit Trail Advisors
New York
$2.54M -$27.2K -214 -1%
CIA
1135
Capital Investment Advisors
Georgia
$2.54M +$11.2K +94 +0.4%
RMCM
1136
Reynders McVeigh Capital Management
Massachusetts
$2.54M +$13.3K +111 +0.5%
CCA
1137
Checchi Capital Advisers
California
$2.53M -$79.8K -667 -3%
SEC
1138
Seven Eight Capital
New York
$2.52M +$1.91M +15,957 +311%
HAI
1139
Hennessy Advisors Inc
California
$2.51M -$852K -7,120 -25%
MLM
1140
Mount Lucas Management
Pennsylvania
$2.51M +$2.51M +20,998 New
MWM
1141
Marietta Wealth Management
Georgia
$2.5M -$107K -894 -4%
APP
1142
Avantax Planning Partners
Iowa
$2.5M +$8.97K +75 +0.4%
SI
1143
Shaker Investments
Ohio
$2.49M +$2.49M +20,815 New
MFAM
1144
Motley Fool Asset Management
Virginia
$2.49M +$2.49M +20,811 New
SMFG
1145
Sumitomo Mitsui Financial Group
Japan
$2.46M +$1.27M +10,582 +106%
FIM
1146
Fernwood Investment Management
Massachusetts
$2.46M -$322K -2,695 -12%
CA
1147
Corrado Advisors
New Jersey
$2.46M -$66.9K -559 -3%
MHC
1148
Meyer Handelman Company
New York
$2.45M – – –
HSA
1149
HBK Sorce Advisory
Pennsylvania
$2.44M +$43.3K +362 +2%
WWM
1150
Willingdon Wealth Management
North Carolina
$2.44M +$268K +2,242 +12%
44 45
46
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