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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
CFA
1226
Carroll Financial Associates
North Carolina
$789K -$6.91K -86 -0.8%
BMO
1227
Beck Mack & Oliver
New York
$787K
GPC
1228
Glacier Peak Capital
Washington
$780K +$804K +10,000 New
ACH
1229
ArrowMark Colorado Holdings
Colorado
$777K
FANJ
1230
Financial Architects (New Jersey)
New Jersey
$773K -$31.8K -396 -4%
PFBT
1231
Parkside Financial Bank & Trust
Missouri
$767K -$15K -186 -2%
ACP
1232
Aviance Capital Partners
Florida
$764K -$2.09K -26 -0.3%
CHC
1233
City Holding Co
West Virginia
$760K +$309K +3,845 +65%
BLAM
1234
Bourne Lent Asset Management
New York
$757K
BA
1235
Birinyi Associates
Connecticut
$757K +$72.4K +900 +10%
GXMC
1236
Global X Management Company
New York
$756K +$83.5K +1,038 +12%
CT
1237
Coastline Trust
Rhode Island
$751K +$166K +2,070 +27%
FNBOH
1238
First National Bank of Hutchinson
Kansas
$743K +$30.2K +376 +4%
PGIM
1239
Pacific Global Investment Management
California
$741K -$4.58K -57 -0.6%
OA
1240
Oak Associates
Ohio
$741K
RWM
1241
Ritholtz Wealth Management
New York
$741K +$764K +9,498 New
PCMM
1242
Private Capital Management (Minnesota)
Minnesota
$733K +$125K +1,550 +20%
PIM
1243
Progressive Investment Management
Oregon
$728K +$64K +796 +9%
NB
1244
Nicolet Bankshares
Wisconsin
$724K -$36.6K -455 -5%
HH
1245
Hilltop Holdings
Texas
$723K -$28.5K -354 -4%
AIM
1246
Aspen Investment Management
Michigan
$720K
KFS
1247
Kurt F. Somerville
$720K
HCM
1248
Highbridge Capital Management
New York
$718K +$739K +9,196 New
LFR
1249
Lehman Financial Resources
Pennsylvania
$717K +$334K +4,150 +82%
ST
1250
Spot Trading
Illinois
$714K +$736K +9,155 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.