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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
SFI
1301
SPC Financial Inc
Maryland
$598K +$43K +535 +8%
LP
1302
LGL Partners
Pennsylvania
$592K
Dodge & Cox
1303
Dodge & Cox
California
$591K -$121K -1,500 -17%
TIA
1304
Trust Investment Advisors
Indiana
$589K -$10K -125 -2%
DBIA
1305
Dumont & Blake Investment Advisors
New Jersey
$587K +$14.1K +175 +2%
WTB
1306
Washington Trust Bank
Washington
$584K -$7.16K -89 -1%
RWML
1307
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$578K +$16.1K +200 +3%
ED
1308
Exane Derivatives
France
$577K +$81.9K +1,019 +16%
CG
1309
Colony Group
Massachusetts
$577K +$45.6K +567 +8%
WI
1310
Wintrust Investments
Illinois
$573K -$99.5K -1,238 -14%
MIM
1311
Manitou Investment Management
Ontario, Canada
$569K +$143K +1,775 +32%
BAC
1312
Boys Arnold & Co
North Carolina
$566K +$35.7K +444 +7%
CL
1313
CIM LLC
New York
$565K
NL
1314
NWAM LLC
Washington
$563K +$241K +2,993 +71%
GI
1315
Gradient Investments
Minnesota
$560K -$16.6K -206 -3%
GLI
1316
Guardian Life Insurance
New York
$558K +$2.57K +32 +0.4%
VF
1317
Virtu Financial
New York
$558K +$575K +7,147 New
MMA
1318
Miracle Mile Advisors
California
$552K -$243K -3,017 -30%
IPC
1319
Independent Portfolio Consultants
Florida
$552K +$12.1K +151 +2%
WA
1320
WFG Advisors
Texas
$550K -$1.5M -18,607 -73%
MFW
1321
Mosaic Family Wealth
Missouri
$547K +$314K +3,900 +126%
HCM
1322
Harvey Capital Management
Florida
$546K
MGAM
1323
McGowan Group Asset Management
Texas
$545K -$10.5K -130 -2%
GC
1324
Gratry & Company
Ohio
$544K -$42.6K -530 -7%
GEA
1325
Glen Eagle Advisors
New Jersey
$532K +$548K +6,815 New

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.