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1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1151
Wafra Inc
New York
$1.13M +$1.16M +14,444 New
CS
1152
Comerica Securities
Michigan
$1.12M +$313K +3,892 +37%
AFP
1153
Ausdal Financial Partners
Iowa
$1.12M +$803K +9,990 +228%
DLHL
1154
Donald L. Hagan LLC
Florida
$1.12M +$4.34K +54 +0.4%
DJSG
1155
D.J. St. Germain
Massachusetts
$1.11M +$111K +1,383 +11%
IP
1156
Investment Partners
Ohio
$1.11M -$65.5K -815 -5%
FFA
1157
Fragasso Financial Advisors
Pennsylvania
$1.11M +$208K +2,589 +22%
HSA
1158
HBK Sorce Advisory
Pennsylvania
$1.11M +$6.59K +82 +0.6%
PH
1159
Pinnacle Holdings
Oklahoma
$1.11M -$52.2K -649 -4%
PHS
1160
Pekin Hardy Strauss
Illinois
$1.1M +$1.14M +14,145 New
MHS
1161
M Holdings Securities
Oregon
$1.1M +$652K +8,106 +135%
WA
1162
WBH Advisory
Maryland
$1.09M -$36.1K -449 -3%
MPWT
1163
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$1.12M +13,973 New
NEI
1164
Northwest & Ethical Investments
Ontario, Canada
$1.08M -$151K -1,883 -12%
CCM
1165
Compton Capital Management
Rhode Island
$1.07M -$1.07M -13,355 -49%
TSS
1166
Two Sigma Securities
New York
$1.06M +$642K +7,983 +141%
NPA
1167
Nichols & Pratt Advisers
Massachusetts
$1.04M +$12.1K +150 +1%
ARMT
1168
Amica Retiree Medical Trust
Rhode Island
$1.04M
WSTAM
1169
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M -$73.7K -917 -7%
B
1170
BancorpSouth
Mississippi
$1.02M -$157K -1,948 -13%
SQA
1171
Simon Quick Advisors
New Jersey
$1.01M +$1.05M +13,004 New
ACI
1172
Alpha Cubed Investments
California
$1.01M +$220K +2,741 +27%
CK
1173
Cohen Klingenstein
New York
$999K
FWM
1174
Frontier Wealth Management
Missouri
$997K +$135K +1,683 +15%
NCM
1175
Northside Capital Management
Oregon
$996K

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.