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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 %
EWM
1151
Endurance Wealth Management
Rhode Island
$2.44M – – –
PAM
1152
Paradigm Asset Management
New York
$2.44M -$132K -1,100 -5%
BSB
1153
Bangor Savings Bank
Maine
$2.43M +$41.1K +344 +2%
SCM
1154
Schnieders Capital Management
California
$2.43M +$120K +1,000 +5%
CCM
1155
Catawba Capital Management
Virginia
$2.42M -$108K -905 -4%
FMTCOCP
1156
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.41M -$335K -2,800 -12%
RWA
1157
Ropes Wealth Advisors
Massachusetts
$2.41M – – –
EHWM
1158
Eads & Heald Wealth Management
Georgia
$2.4M -$277K -2,314 -10%
DDC
1159
Daniel Devine & Co
Florida
$2.4M -$23.9K -200 -1%
SCP
1160
Syntal Capital Partners
Texas
$2.4M +$1.71M +14,321 +250%
RCIM
1161
Russell Clark Investment Management
United Kingdom
$2.39M – – –
GCM
1162
Glynn Capital Management
California
$2.39M – – –
GECH
1163
Garnet Equity Capital Holdings
New York
$2.39M +$2.39M +20,000 New
GCM
1164
Glaxis Capital Management
Florida
$2.39M +$2.39M +20,000 New
RFA
1165
Reilly Financial Advisors
California
$2.39M +$152K +1,273 +7%
CWP
1166
Capital Wealth Planning
Florida
$2.38M +$2.38M +19,935 New
DSC
1167
Duncker Streett & Co
Missouri
$2.38M +$50.5K +422 +2%
CS
1168
Comerica Securities
Michigan
$2.38M -$26.2K -219 -1%
AIL
1169
AGF Investments LLC
Ontario, Canada
$2.37M +$2.35M +19,662 +11,172%
Koshinski Asset Management
1170
Koshinski Asset Management
Illinois
$2.37M -$227K -1,894 -9%
DPIM
1171
Duff & Phelps Investment Management
Illinois
$2.36M -$56.2K -470 -2%
TVWM
1172
Tower View Wealth Management
Wisconsin
$2.34M -$25.6K -214 -1%
CCT
1173
Capital City Trust
Florida
$2.34M +$89.6K +749 +4%
CICI
1174
Capital Investment Counsel Inc
North Carolina
$2.33M -$43.1K -360 -2%
GWM
1175
Geneos Wealth Management
Colorado
$2.33M -$162K -1,355 -7%
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47
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