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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
1301
O'Shaughnessy Asset Management
Connecticut
$17K +$16.5K +248 +3,100%
ACM
1302
Axel Capital Management
New York
$16K – – –
AC
1303
Alexandria Capital
Virginia
$15K -$259 -4 -2%
AF
1304
Allworth Financial
California
$14K +$14K +216 New
CPIG
1305
Chicago Partners Investment Group
Illinois
$13K -$39K -600 -75%
IPC
1306
Independent Portfolio Consultants
Florida
$12K +$12K +180 New
CHC
1307
City Holding Co
West Virginia
$10K – – –
SFWA
1308
Summit Financial Wealth Advisors
Louisiana
$8K – – –
LWM
1309
LBA Wealth Management
Florida
$8K – – –
RIA
1310
Regal Investment Advisors
Michigan
$7K – – –
RBC
1311
Roble Belko & Company
Pennsylvania
$7K +$7K +104 New
VCM
1312
Vigilant Capital Management
Maine
$7K +$7K +108 New
GWA
1313
Genesis Wealth Advisors
Massachusetts
$6.52K – – –
EWM
1314
Edge Wealth Management
New York
$5K +$526 +8 +12%
NMIS
1315
Northwestern Mutual Investment Services
Wisconsin
$5K +$5K +72 New
AT
1316
Arden Trust
Delaware
$4.11K +$1.24K +18,912 +43%
LWA
1317
Lowe Wealth Advisors
Maryland
$4K – – –
SA
1318
SRH Advisors
Kansas
$2K – – –
MIM
1319
Macroview Investment Management
Maryland
$2K +$2K +30 New
CFS
1320
Commonwealth Financial Services
West Virginia
$2K +$2K +32 New
SEC
1321
Seven Eight Capital
New York
$2K +$2K +32 New
WA
1322
WBH Advisory
Maryland
$1.13K +$106 +1,614 +10%
WG
1323
Welch Group
Alabama
$243 +$6 +88 +2%
CIM
1324
Cambria Investment Management
California
$4 – – –
SA
1325
SPO Advisory
California
– -$357M -5,438,808 Closed
51 52
53
54 55