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Visa
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Overview Fund Activity

2,071 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$368M
2
Citigroup
Citigroup
New York
+$271M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$232M
4
SG Americas Securities
SG Americas Securities
New York
+$200M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$179M

Top Sellers

1
State Street
State Street
Massachusetts
-$752M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$488M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$324M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
1301
Kelman-Lazarov Inc
Tennessee
$1.59M -$52.5K -439 -3%
BWAM
1302
Boyd Watterson Asset Management
Ohio
$1.59M +$11.6K +97 +0.7%
CB
1303
Cadence Bank
Mississippi
$1.59M +$14.4K +120 +0.9%
ABC
1304
Associated Banc-Corp
Wisconsin
$1.58M -$433K -3,622 -21%
WDA
1305
Wendell David Associates
New Hampshire
$1.58M -$65.8K -550 -4%
WSTAM
1306
Wilbanks Smith & Thomas Asset Management
Virginia
$1.58M -$41.3K -345 -3%
CF
1307
Centaurus Financial
California
$1.58M +$169K +1,409 +12%
IFWM
1308
Institute for Wealth Management
Colorado
$1.58M +$100K +790 +7%
AI
1309
Amplify Investments
Illinois
$1.57M +$1.57M +13,104 New
IAM
1310
Integre Asset Management
New York
$1.56M – – –
FPFS
1311
First Personal Financial Services
North Carolina
$1.56M -$371K -3,103 -19%
MBT
1312
Montecito Bank & Trust
California
$1.56M +$1.2K +10 +0.1%
BSW
1313
Buckingham Strategic Wealth
Missouri
$1.55M -$176K -1,475 -10%
WC
1314
Woodstock Corp
Massachusetts
$1.55M +$1.55M +12,962 New
NFG
1315
Next Financial Group
Texas
$1.55M +$365K +3,053 +31%
WA
1316
WBH Advisory
Maryland
$1.54M -$12K -100 -0.8%
CK
1317
Cohen Klingenstein
New York
$1.53M – – –
VFPI
1318
Vantage Financial Partners (Illinois)
Illinois
$1.53M +$138K +1,150 +10%
GIM
1319
Guardian Investment Management
California
$1.53M +$29.4K +615 +2%
NCM
1320
Northside Capital Management
Oregon
$1.53M – – –
CLCM
1321
Crawford Lake Capital Management
New Jersey
$1.52M +$1.52M +12,673 New
Cetera Investment Advisers
1322
Cetera Investment Advisers
Illinois
$1.52M -$4.2K -35 -0.3%
CHA
1323
Cedar Hill Associates
Illinois
$1.5M +$75.1K +628 +5%
PRS
1324
Pinkerton Retirement Specialists
Idaho
$1.5M +$1.5M +12,573 New
AWA
1325
AmeriServ Wealth Advisors
Pennsylvania
$1.5M +$30.3K +253 +2%
51 52
53
54 55