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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
1251
New Jersey Better Educational Savings Trust
New Jersey
$1.13M
RC
1252
Roundview Capital
New Jersey
$1.11M +$163K +1,760 +17%
SWA
1253
SFMG Wealth Advisors
Texas
$1.11M +$30.3K +327 +3%
WB
1254
WesBanco Bank
West Virginia
$1.1M -$3.16K -34 -0.3%
CT
1255
Coastline Trust
Rhode Island
$1.1M -$2.32K -25 -0.2%
PWLP
1256
Prio Wealth Limited Partnership
Massachusetts
$1.1M
RCM
1257
RB Capital Management
Nevada
$1.09M +$120K +1,298 +13%
ID
1258
Integral Derivatives
New York
$1.08M -$101K -1,087 -9%
PCM
1259
Peak Capital Management
Colorado
$1.07M +$1.06M +11,449 New
SFG
1260
SevenBridge Financial Group
Pennsylvania
$1.07M +$25K +269 +2%
WIA
1261
Westbourne Investment Advisors
Maryland
$1.06M -$51.5K -555 -5%
FBT
1262
First Bank & Trust
South Dakota
$1.06M -$33.9K -365 -3%
BAC
1263
Boys Arnold & Co
North Carolina
$1.06M +$335K +3,612 +47%
CHC
1264
City Holding Co
West Virginia
$1.05M +$107K +1,148 +11%
WDA
1265
Wendell David Associates
New Hampshire
$1.05M +$188K +2,026 +22%
IAM
1266
Integre Asset Management
New York
$1.04M +$6.13K +66 +0.6%
IFWM
1267
Institute for Wealth Management
Colorado
$1.04M +$1.03M +11,059 New
TSS
1268
Two Sigma Securities
New York
$1.04M -$368K -3,960 -26%
EM
1269
Excalibur Management
Massachusetts
$1.03M -$45.6K -491 -4%
MBT
1270
Montecito Bank & Trust
California
$1.03M -$324K -3,486 -24%
FPS
1271
Fieldpoint Private Securities
Connecticut
$1.01M +$814K +8,770 +429%
WC
1272
Wexford Capital
Florida
$1M +$991K +10,678 New
ARMT
1273
Amica Retiree Medical Trust
Rhode Island
$999K -$250K -2,690 -20%
BL
1274
Balentine LLC
Georgia
$997K -$19.5K -210 -2%
HEIP
1275
Hudson Edge Investment Partners
New Jersey
$997K

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.