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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1151
BTC Capital Management
Iowa
$264K -$25.9K -396 -9%
NDSI
1152
Newman Dignan & Sheerar Inc
Rhode Island
$263K -$24.8K -380 -9%
SCA
1153
Strategic Capital Alternatives
United States
$263K +$263K +4,018 New
PRC
1154
Platte River Capital
Colorado
$262K – – –
SHWM
1155
Smith & Howard Wealth Management
Georgia
$262K +$262K +4,000 New
BGA
1156
Belmont Global Advisors
Texas
$262K +$262K +4,000 New
RCM
1157
RNC Capital Management
California
$261K +$59K +900 +29%
SIG
1158
Stanford Investment Group
California
$260K -$6.02K -92 -2%
FWIA
1159
Fort Washington Investment Advisors
Ohio
$259K +$259K +3,965 New
ACA
1160
Anchor Capital Advisors
Massachusetts
$257K – – –
AWA
1161
Arete Wealth Advisors
Illinois
$256K – – –
CNFG
1162
Creegan & Nassoura Financial Group
New Hampshire
$255K – – –
KA
1163
Kovack Advisors
Florida
$253K +$25.4K +388 +11%
NEAM
1164
New England Asset Management
Connecticut
$249K – – –
LWM
1165
Lenox Wealth Management
Ohio
$245K -$282K -4,304 -54%
TCM
1166
Tran Capital Management
California
$245K – – –
RC
1167
Roundview Capital
New Jersey
$244K – – –
CSIC
1168
Clifford Swan Investment Counsel
California
$243K -$6.55K -100 -3%
RC
1169
RegentAtlantic Capital
New Jersey
$242K -$9.69K -148 -4%
MCM
1170
MV Capital Management
Maryland
$242K – – –
CC
1171
Courier Capital
New York
$241K -$17K -260 -7%
IIC
1172
Ironwood Investment Counsel
Arizona
$241K -$65 -1 -0%
PFA
1173
Paradigm Financial Advisors
Missouri
$240K – – –
BFEC
1174
Benjamin F. Edwards & Company
Missouri
$237K +$147K +2,251 +164%
MJP
1175
Michael J. Puzo
$236K – – –
45 46
47
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