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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
AWA
1276
ARS Wealth Advisors
Florida
$654K +$83.1K +1,034 +14%
TNAM
1277
Terra Nova Asset Management
New York
$650K -$12.7K -158 -2%
BSW
1278
Buckingham Strategic Wealth
Missouri
$648K -$322 -4 -0%
GAG
1279
GM Advisory Group
New York
$648K +$668K +8,308 New
RHAM
1280
Round Hill Asset Management
California
$643K +$661K +8,225 New
RCM
1281
Radnor Capital Management
Pennsylvania
$643K +$662K +8,240 New
DWT
1282
Dorsey & Whitney Trust
South Dakota
$640K -$116K -1,446 -15%
CA
1283
Clearstead Advisors
Ohio
$640K +$659K +8,202 New
NCMW
1284
Northern Capital Management (Wisconsin)
Wisconsin
$638K
CDH
1285
Charles D. Hyman
$636K
CWM
1286
Confluence Wealth Management
Oregon
$636K
LCP
1287
Legacy Capital Partners
Wisconsin
$629K
SC
1288
Savant Capital
Illinois
$629K +$21.5K +267 +3%
LJAC
1289
L.J. Altfest & Co
New York
$625K -$16K -199 -2%
EMG
1290
Ellington Management Group
Connecticut
$624K +$643K +8,000 New
IPAM
1291
ICICI Prudential Asset Management
India
$624K +$643K +8,000 New
VWA
1292
V Wealth Advisors
Kansas
$623K -$16.9K -210 -3%
CG
1293
Cutler Group
California
$615K -$774K -9,627 -55%
CIM
1294
CenturyLink Investment Management
Colorado
$612K +$161 +2 +0%
SFSG
1295
Stearns Financial Services Group
North Carolina
$612K +$47.8K +595 +8%
IIC
1296
Ironwood Investment Counsel
Arizona
$611K +$239K +2,979 +61%
AAM
1297
American Asset Management
Florida
$606K +$4.02K +50 +0.6%
JCM
1298
Jacobi Capital Management
Pennsylvania
$603K -$46.6K -580 -7%
TPW
1299
Tiller Private Wealth
Pennsylvania
$603K +$161 +2 +0%
FIM
1300
Freedom Investment Management
Connecticut
$600K -$25.2K -314 -4%

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.