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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
1201
Spirit of America Management Corp
New York
$2.78M -$105K -700 -4%
LAIC
1202
Lederer & Associates Investment Counsel
California
$2.78M +$16.5K +110 +0.6%
PAS
1203
Park Avenue Securities
New York
$2.76M +$1.01M +6,704 +58%
1SB
1204
1ST Source Bank
Indiana
$2.76M +$39.8K +265 +1%
AA
1205
Altman Advisors
Illinois
$2.76M +$2.76M +18,357 New
MM
1206
Meridian Management
Arkansas
$2.75M -$750 -5 -0%
RG
1207
Rikoon Group
New Mexico
$2.74M +$19.4K +129 +0.7%
VF
1208
Virtu Financial
New York
$2.74M +$353K +2,355 +15%
GTAM
1209
Global Trust Asset Management
Florida
$2.74M +$5.4K +36 +0.2%
EHWM
1210
Eads & Heald Wealth Management
Georgia
$2.73M -$152K -1,015 -5%
FMTCOCP
1211
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.73M -$298K -1,951 -10%
CPA
1212
Clear Perspective Advisors
Illinois
$2.72M -$68.1K -454 -2%
BP
1213
Ballentine Partners
Massachusetts
$2.72M +$8.1K +54 +0.3%
RFA
1214
Reilly Financial Advisors
California
$2.72M +$158K +1,053 +6%
BEC
1215
Blue Edge Capital
Virginia
$2.71M -$11.9K -79 -0.4%
JIC
1216
Johnson Investment Counsel
Ohio
$2.71M +$240K +1,599 +10%
BDS
1217
Banco de Sabadell
Florida
$2.71M -$474K -3,160 -15%
BFEC
1218
Benjamin F. Edwards & Company
Missouri
$2.71M +$69.9K +466 +3%
AFC
1219
AFT Forsyth & Company
Florida
$2.71M +$12.8K +85 +0.5%
GWM
1220
Geneos Wealth Management
Colorado
$2.67M -$57.2K -381 -2%
PCP
1221
Proficio Capital Partners
Massachusetts
$2.67M -$19.7K -131 -0.7%
VHAM
1222
Van Hulzen Asset Management
California
$2.67M -$5.38M -35,814 -67%
CT
1223
Coastline Trust
Rhode Island
$2.66M +$27K +180 +1%
SRAM
1224
Stone Ridge Asset Management
New York
$2.65M – – –
BSW
1225
Buckingham Strategic Wealth
Missouri
$2.65M +$480K +3,200 +22%
47 48
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