V icon

Visa
V

Overview Fund Activity

1,660 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, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1251
Smithfield Trust
Pennsylvania
$704K +$50.6K +649 +8%
GCM
1252
Grisanti Capital Management
New York
$702K +$702K +9,000 New
TCM
1253
Traynor Capital Management
Pennsylvania
$701K +$15.4K +184 +2%
Koshinski Asset Management
1254
Koshinski Asset Management
Illinois
$700K +$12.5K +160 +2%
RG
1255
Rikoon Group
New Mexico
$693K +$693K +8,077 New
IWM
1256
IHT Wealth Management
Illinois
$692K +$692K +8,709 New
FFSOTS
1257
Fiduciary Financial Services of The Southwest
Texas
$684K – – –
LSA
1258
L & S Advisors
California
$683K +$140K +1,792 +26%
RMAM
1259
Raab & Moskowitz Asset Management
New Jersey
$680K +$4.06K +52 +0.6%
MFIMFI
1260
Mesirow Financial Investment Management - Fixed Income
Illinois
$679K – – –
ZCA
1261
Zeke Capital Advisors
Pennsylvania
$675K +$372K +4,766 +123%
FMWA
1262
Forvis Mazars Wealth Advisors
Missouri
$672K -$3.28K -42 -0.5%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$672K +$1.72K +22 +0.3%
MFW
1264
Meristem Family Wealth
Minnesota
$671K +$1.87K +24 +0.3%
CAW
1265
Cornerstone Advisors (Washington)
Washington
$669K -$624 -8 -0.1%
PVH
1266
Psagot Value Holdings
Israel
$669K +$148K +1,900 +28%
CNAM
1267
Campbell Newman Asset Management
Wisconsin
$665K -$7.72K -99 -1%
ID
1268
Integral Derivatives
New York
$663K -$176K -2,249 -21%
LIC
1269
Lodestar Investment Counsel
Illinois
$663K +$63.5K +813 +11%
KA
1270
Kovack Advisors
Florida
$661K -$185K -2,373 -22%
CA
1271
Callahan Advisors
Texas
$658K +$50.8K +651 +8%
PRHC
1272
P.R. Herzig & Co
New York
$655K – – –
AWA
1273
ARS Wealth Advisors
Florida
$654K +$80.7K +1,034 +14%
TNAM
1274
Terra Nova Asset Management
New York
$650K -$12.3K -158 -2%
BSW
1275
Buckingham Strategic Wealth
Missouri
$648K -$312 -4 -0%
49 50
51
52 53