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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
CICI
1226
Capital Investment Counsel Inc
North Carolina
$2.31M -$257K -2,000 -10%
I
1227
IberiaBank
Louisiana
$2.31M -$19.9K -155 -0.9%
PCM
1228
Prana Capital Management
Connecticut
$2.31M -$23.4M -182,089 -91%
NCMW
1229
Northern Capital Management (Wisconsin)
Wisconsin
$2.3M +$1.4M +10,840 +167%
TWA
1230
Tillar-Wenstrup Advisors
Ohio
$2.29M -$103K -803 -4%
CIM
1231
CIM Investment Management
Pennsylvania
$2.29M -$63.3K -492 -3%
BSA
1232
Braun Stacey Associates
New York
$2.29M
SV
1233
Sturgeon Ventures
United Kingdom
$2.28M +$391K +3,039 +21%
TCM
1234
Telos Capital Management
California
$2.26M +$55.9K +434 +3%
RFA
1235
Reilly Financial Advisors
California
$2.26M -$376K -2,922 -15%
WCM
1236
Wunderlich Capital Managemnt
Tennessee
$2.26M -$34.4K -267 -2%
LSCM
1237
LaSalle Street Capital Management
Illinois
$2.25M -$1.16M -8,998 -35%
ACM
1238
Alpha Capital Management
Texas
$2.24M +$2.18M +16,919 New
VLKIM
1239
Van Lanschot Kempen Investment Management
Netherlands
$2.24M -$37.6K -292 -2%
PFT
1240
Providence First Trust
Arizona
$2.23M +$49.3K +383 +2%
JAM
1241
JCIC Asset Management
Ontario, Canada
$2.23M -$34.1K -265 -2%
LNC
1242
Lincoln National Corp
Pennsylvania
$2.21M -$724K -5,623 -25%
STA
1243
Summit Trail Advisors
New York
$2.2M -$434K -3,371 -17%
RIM
1244
Regent Investment Management
Kentucky
$2.2M
PP
1245
Paloma Partners
Connecticut
$2.2M +$161K +1,253 +8%
EWM
1246
Evercore Wealth Management
New York
$2.19M -$8.11K -63 -0.4%
JIC
1247
Johnson Investment Counsel
Ohio
$2.18M -$27.9K -217 -1%
GCM
1248
Gables Capital Management
Florida
$2.18M +$24.2K +188 +1%
HB
1249
Homrich & Berg
Georgia
$2.18M -$1.61M -12,532 -43%
AT
1250
Arden Trust
Delaware
$2.18M -$125K -971 -6%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.