V icon

Visa
V

Overview Fund Activity

2,071 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, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
1226
Van Lanschot Kempen Investment Management
Netherlands
$2.06M -$37.1K -310 -2%
SS
1227
Sunbelt Securities
Texas
$2.05M +$586K +4,901 +40%
JAM
1228
JCIC Asset Management
Ontario, Canada
$2.05M -$2.03K -17 -0.1%
CT
1229
Coastline Trust
Rhode Island
$2.05M +$52.6K +440 +3%
BFEC
1230
Benjamin F. Edwards & Company
Missouri
$2.02M -$109K -911 -5%
KWM
1231
Kingsview Wealth Management
Oregon
$2.01M +$52.9K +442 +3%
JIC
1232
Johnson Investment Counsel
Ohio
$2M +$100K +838 +5%
TCM
1233
Telos Capital Management
California
$1.99M -$81.6K -682 -4%
1SB
1234
1ST Source Bank
Indiana
$1.99M +$6.1K +51 +0.3%
RIM
1235
Regent Investment Management
Kentucky
$1.99M – – –
EWM
1236
Evercore Wealth Management
New York
$1.98M -$10.4K -87 -0.5%
PFT
1237
Providence First Trust
Arizona
$1.97M +$1.26M +10,560 +178%
GCM
1238
Gables Capital Management
Florida
$1.96M +$1.96M +16,354 New
EWA
1239
Exencial Wealth Advisors
Oklahoma
$1.95M -$6.1K -51 -0.3%
CA
1240
Cornerstone Advisory
Maryland
$1.95M -$234K -1,958 -11%
SNB
1241
Security National Bank
Nebraska
$1.94M -$162K -1,352 -8%
O
1242
OppenheimerFunds
New York
$1.93M -$1.94M -16,250 -50%
BFA
1243
Benedict Financial Advisors
Georgia
$1.93M -$89K -744 -4%
NA
1244
NewEdge Advisors
Louisiana
$1.92M +$504K +4,260 +36%
GFPC
1245
Global Financial Private Capital
Florida
$1.92M +$835K +6,983 +77%
FFA
1246
Fragasso Financial Advisors
Pennsylvania
$1.91M -$22.6K -189 -1%
BCWM
1247
Blue Chip Wealth Management
Florida
$1.91M +$1.91M +15,954 New
NP
1248
Ninepoint Partners
Ontario, Canada
$1.89M +$227K +1,900 +14%
CIP
1249
Cornerstone Investment Partners
Georgia
$1.88M -$2.39K -20 -0.1%
FIB
1250
First Interstate Bank
Montana
$1.88M -$132K -1,103 -7%
48 49
50
51 52