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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
IAM
1201
Integre Asset Management
New York
$862K
GIA
1202
GHP Investment Advisors
Colorado
$860K +$274K +3,413 +45%
ADL
1203
Asset Dedication LLC
California
$859K -$181K -2,251 -17%
IWMPD
1204
Integrated Wealth Management (Palm Desert)
California
$851K +$1.61K +20 +0.2%
IP
1205
Intellectus Partners
California
$850K +$876K +10,895 New
NAMP
1206
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$839K -$796K -9,900 -48%
I
1207
IberiaBank
Louisiana
$834K +$67.1K +835 +8%
CCP
1208
Corient Capital Partners
California
$831K -$356K -4,428 -29%
MSAM
1209
Moloney Securities Asset Management
Missouri
$831K +$856K +10,647 New
HEIP
1210
Hudson Edge Investment Partners
New Jersey
$830K -$8.84K -110 -1%
DTL
1211
Dynamic Technology Lab
Singapore
$828K +$853K +10,614 New
PWLP
1212
Prio Wealth Limited Partnership
Massachusetts
$827K -$35.9K -446 -4%
SSG
1213
Summit Securities Group
New York
$827K +$852K +10,600 New
WAS
1214
WESPAC Advisors SoCal
California
$827K -$23.2K -289 -3%
MJP
1215
Michael J. Puzo
$820K
RCM
1216
RB Capital Management
Nevada
$817K +$842K +10,474 New
GWM
1217
Geneos Wealth Management
Colorado
$815K +$13K +162 +2%
BCM
1218
Brown Capital Management
Maryland
$812K -$2.34M -29,119 -74%
NO
1219
Ninety One
South Africa
$807K -$550K -6,835 -40%
BL
1220
Balentine LLC
Georgia
$806K +$24.4K +304 +3%
SFM
1221
Systematic Financial Management
New Jersey
$804K
RC
1222
RBO & Co
California
$800K
SWA
1223
SFMG Wealth Advisors
Texas
$799K +$823K +10,240 New
WHI
1224
William Harris Investors
Illinois
$797K -$72.5K -902 -8%
ECM
1225
Estabrook Capital Management
New York
$794K -$12.5K -155 -2%

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.