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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
1251
Cetera Investment Advisers
Illinois
$2.48M +$506K +3,361 +26%
KIG
1252
Kessler Investment Group
Indiana
$2.45M +$147K +979 +6%
BCWM
1253
Blue Chip Wealth Management
Florida
$2.45M +$35.9K +239 +1%
GCM
1254
Gables Capital Management
Florida
$2.45M -$33.8K -225 -1%
RCA
1255
Rowland Carmichael Advisors
Arizona
$2.44M +$607K +4,046 +33%
KA
1256
Kovack Advisors
Florida
$2.44M -$680K -4,532 -22%
BFA
1257
Benedict Financial Advisors
Georgia
$2.43M +$39K +260 +2%
SWM
1258
SeaCrest Wealth Management
New York
$2.43M +$101K +670 +4%
LMIM
1259
Lockheed Martin Investment Management
Maryland
$2.42M +$570K +3,800 +31%
MWM
1260
Meridian Wealth Management
Kentucky
$2.4M +$4.65K +31 +0.2%
WCM
1261
Wunderlich Capital Managemnt
Tennessee
$2.39M -$169K -1,123 -7%
BCFS
1262
Butensky & Cohen Financial Security
Florida
$2.39M -$257K -1,711 -10%
CA
1263
Cornerstone Advisory
Maryland
$2.39M -$47.7K -318 -2%
FANJ
1264
Financial Architects (New Jersey)
New Jersey
$2.37M +$259K +1,725 +12%
SCM
1265
Shelton Capital Management
Colorado
$2.37M -$2.07M -13,825 -47%
CG
1266
Caprock Group
Idaho
$2.36M -$85.1K -567 -3%
FFA
1267
Fragasso Financial Advisors
Pennsylvania
$2.36M +$84.5K +605 +4%
WSTAM
1268
Wilbanks Smith & Thomas Asset Management
Virginia
$2.36M +$285K +1,901 +14%
TSW
1269
Thompson Siegel & Walmsley
Virginia
$2.36M -$901K -6,000 -28%
SLF
1270
Sun Life Financial
Ontario, Canada
$2.33M -$24.3K -162 -1%
LCM
1271
Laurion Capital Management
New York
$2.32M -$530K -3,533 -19%
AWM
1272
Avior Wealth Management
Nebraska
$2.3M – – –
EWA
1273
Exencial Wealth Advisors
Oklahoma
$2.3M -$58.5K -390 -2%
CCM
1274
Cox Capital Management
Massachusetts
$2.28M +$23.3K +155 +1%
GIM
1275
Guardian Investment Management
California
$2.28M +$101K +1,866 +5%
49 50
51
52 53