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2,076 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, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1201
First Bankers Trust
Kentucky
$2.19M +$52.8K +436 +2%
PP
1202
Pegasus Partners
Wisconsin
$2.18M
PFS
1203
Physicians Financial Services
North Carolina
$2.17M -$18.2K -150 -0.8%
DC
1204
Diametric Capital
Massachusetts
$2.17M +$2.2M +18,150 New
TWA
1205
Tillar-Wenstrup Advisors
Ohio
$2.17M -$421K -3,475 -16%
BP
1206
Ballentine Partners
Massachusetts
$2.16M +$20.7K +171 +1%
CPA
1207
Clear Perspective Advisors
Illinois
$2.16M -$22.9K -189 -1%
BEC
1208
Blue Edge Capital
Virginia
$2.16M -$41.9K -346 -2%
LOAME
1209
Lombard Odier Asset Management (Europe)
United Kingdom
$2.15M -$270K -2,225 -11%
VWA
1210
V Wealth Advisors
Kansas
$2.14M +$70.8K +584 +3%
BCI
1211
Brinker Capital Investments
Pennsylvania
$2.14M +$110K +904 +5%
DJSG
1212
D.J. St. Germain
Massachusetts
$2.14M +$88.1K +727 +4%
CIM
1213
CIM Investment Management
Pennsylvania
$2.13M -$53.7K -443 -2%
CPC
1214
Congress Park Capital
New York
$2.12M
RG
1215
Rikoon Group
New Mexico
$2.11M -$23K -190 -1%
SRAM
1216
Stone Ridge Asset Management
New York
$2.11M
PCP
1217
Proficio Capital Partners
Massachusetts
$2.11M -$242 -2 -0%
I
1218
IberiaBank
Louisiana
$2.1M -$491K -4,052 -19%
KJHP
1219
K.J. Harrison & Partners
Ontario, Canada
$2.1M
HH
1220
Hilltop Holdings
Texas
$2.1M +$925K +7,631 +77%
TCM
1221
Traynor Capital Management
Pennsylvania
$2.09M +$289K +2,387 +16%
CSS
1222
Cubist Systematic Strategies
Connecticut
$2.09M -$275K -2,272 -12%
AT
1223
Arden Trust
Delaware
$2.08M -$128K -1,056 -6%
MCM
1224
Monument Capital Management
Virginia
$2.08M +$91.3K +753 +4%
MIH
1225
Meitav Investment House
Israel
$2.08M -$890K -7,347 -30%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.