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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1126
Ativo Capital Management
Illinois
$2.89M +$957K +7,437 +52%
TSW
1127
Thompson Siegel & Walmsley
Virginia
$2.88M
SS
1128
Sunbelt Securities
Texas
$2.87M +$580K +4,507 +26%
JCM
1129
Jafra Capital Management
New York
$2.86M -$1.29M -10,000 -32%
AA
1130
Ancora Advisors
Ohio
$2.86M -$148K -1,152 -5%
TSWM
1131
Triangle Securities Wealth Management
North Carolina
$2.85M -$84.9K -660 -3%
CIA
1132
Capital Investment Advisors
Georgia
$2.84M +$27.3K +212 +1%
CCA
1133
Checchi Capital Advisers
California
$2.84M +$36.7K +285 +1%
WWM
1134
Willingdon Wealth Management
North Carolina
$2.84M +$133K +1,032 +5%
KFC
1135
Klingenstein Fields & Co
New York
$2.83M -$257K -1,995 -9%
BDS
1136
Banco de Sabadell
Florida
$2.81M -$382K -2,970 -12%
RMCM
1137
Reynders McVeigh Capital Management
Massachusetts
$2.8M -$14.9K -116 -0.5%
MWM
1138
Marietta Wealth Management
Georgia
$2.79M +$16.6K +129 +0.6%
HAI
1139
Hennessy Advisors Inc
California
$2.78M
WC
1140
Woodstock Corp
Massachusetts
$2.78M +$1.03M +8,025 +62%
DAS
1141
Dynamic Advisor Solutions
Arizona
$2.77M -$583K -4,530 -18%
CS
1142
Comerica Securities
Michigan
$2.76M +$130K +1,007 +5%
SI
1143
Shaker Investments
Ohio
$2.76M +$644 +5 +0%
KA
1144
Kovack Advisors
Florida
$2.75M +$248K +1,924 +10%
BFM
1145
Boothbay Fund Management
New York
$2.75M -$3.47M -26,932 -57%
BCM
1146
BlueCrest Capital Management
Jersey
$2.74M +$2.67M +20,708 New
MLM
1147
Mount Lucas Management
Pennsylvania
$2.73M -$48.5K -377 -2%
SCM
1148
Schnieders Capital Management
California
$2.73M +$41.1K +319 +2%
CA
1149
Corrado Advisors
New Jersey
$2.72M
APP
1150
Avantax Planning Partners
Iowa
$2.72M -$44.7K -347 -2%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.