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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
RC
1251
Roundview Capital
New Jersey
$711K +$9.65K +120 +1%
PCIG
1252
Partners Capital Investment Group
Massachusetts
$710K -$170K -2,119 -19%
BCM
1253
Brookstone Capital Management
Illinois
$709K +$18.7K +233 +3%
ST
1254
Smithfield Trust
Pennsylvania
$704K +$52.2K +649 +8%
GCM
1255
Grisanti Capital Management
New York
$702K +$724K +9,000 New
TCM
1256
Traynor Capital Management
Pennsylvania
$701K +$14.8K +184 +2%
Koshinski Asset Management
1257
Koshinski Asset Management
Illinois
$700K +$12.9K +160 +2%
RG
1258
Rikoon Group
New Mexico
$693K +$649K +8,077 New
IWM
1259
IHT Wealth Management
Illinois
$692K +$700K +8,709 New
FFSOTS
1260
Fiduciary Financial Services of The Southwest
Texas
$684K
LSA
1261
L & S Advisors
California
$683K +$144K +1,792 +26%
RMAM
1262
Raab & Moskowitz Asset Management
New Jersey
$680K +$4.18K +52 +0.6%
MFIMFI
1263
Mesirow Financial Investment Management - Fixed Income
Illinois
$679K
ZCA
1264
Zeke Capital Advisors
Pennsylvania
$675K +$383K +4,766 +123%
FMWA
1265
Forvis Mazars Wealth Advisors
Missouri
$672K -$3.38K -42 -0.5%
PMFA
1266
Plante Moran Financial Advisors
Michigan
$672K +$1.77K +22 +0.3%
MFW
1267
Meristem Family Wealth
Minnesota
$671K +$1.93K +24 +0.3%
CAW
1268
Cornerstone Advisors (Washington)
Washington
$669K -$643 -8 -0.1%
PVH
1269
Psagot Value Holdings
Israel
$669K +$153K +1,900 +28%
CNAM
1270
Campbell Newman Asset Management
Wisconsin
$665K -$7.96K -99 -1%
ID
1271
Integral Derivatives
New York
$663K -$181K -2,249 -21%
LIC
1272
Lodestar Investment Counsel
Illinois
$663K +$65.4K +813 +11%
KA
1273
Kovack Advisors
Florida
$661K -$191K -2,373 -22%
CA
1274
Callahan Advisors
Texas
$658K +$52.3K +651 +8%
PRHC
1275
P.R. Herzig & Co
New York
$655K

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.