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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
MNBTD
1176
Moody National Bank Trust Division
Texas
$982K
AAS
1177
Annex Advisory Services
Wisconsin
$979K +$15K +186 +2%
FPCM
1178
Fox Point Capital Management
New York
$975K -$1M -12,500 -50%
TH
1179
TCTC Holdings
Texas
$970K -$40.2K -500 -4%
MCP
1180
Mirador Capital Partners
California
$965K -$14.6K -182 -1%
SCA
1181
Salient Capital Advisors
Texas
$963K +$335K +4,172 +51%
LPIC
1182
LeJeune Puetz Investment Counsel
Michigan
$959K +$988K +12,295 New
ANRIA
1183
American National Registered Investment Advisor
Texas
$950K
AIA
1184
Allegis Investment Advisors
Idaho
$950K +$194K +2,415 +25%
CL
1185
Choreo LLC
Illinois
$950K +$3.87M +48,157 +526%
AB
1186
AT Bancorp
Iowa
$949K +$979K +12,174 New
WI
1187
WrapManager Inc
California
$945K +$39.7K +494 +4%
FWIA
1188
Fort Washington Investment Advisors
Ohio
$940K +$40.4K +502 +4%
CAM
1189
Cypress Asset Management
Texas
$934K -$6.03K -75 -0.6%
HAG
1190
HighPoint Advisor Group
Illinois
$932K -$842K -10,476 -50%
CIC
1191
Carnegie Investment Counsel
Ohio
$931K +$54.6K +679 +6%
AL
1192
Airain Ltd
Guernsey
$927K -$315K -3,922 -25%
WB
1193
WesBanco Bank
West Virginia
$923K -$48.5K -603 -5%
KP
1194
Keel Point
Alabama
$911K +$148K +1,846 +19%
OWP
1195
Obermeyer Wealth Partners
Colorado
$909K +$206K +2,560 +28%
FBT
1196
First Bank & Trust
South Dakota
$908K +$935K +11,632 New
RCAG
1197
Rehmann Capital Advisory Group
Michigan
$903K +$127K +1,585 +16%
EM
1198
Excalibur Management
Massachusetts
$899K +$252K +3,129 +37%
VKH
1199
Virtu KCG Holdings
New York
$894K +$922K +11,465 New
GQG Partners
1200
GQG Partners
Florida
$869K +$895K +11,136 New

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.