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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
NPA
1301
Nichols & Pratt Advisers
Massachusetts
$1.83M
MSAM
1302
Moloney Securities Asset Management
Missouri
$1.83M +$49.4K +384 +3%
PHS
1303
Pekin Hardy Strauss
Illinois
$1.82M -$102K -795 -5%
GIA
1304
GHP Investment Advisors
Colorado
$1.82M +$189K +1,467 +12%
CL
1305
Choreo LLC
Illinois
$1.81M +$384K +2,982 +28%
LD
1306
Lipe & Dalton
New York
$1.81M -$45K -350 -2%
WG
1307
Winton Group
United Kingdom
$1.8M +$799K +6,209 +84%
SIC
1308
Salem Investment Counselors
North Carolina
$1.79M +$322K +2,503 +23%
OPCM
1309
Osborne Partners Capital Management
California
$1.78M -$56K -435 -3%
AFP
1310
Ausdal Financial Partners
Iowa
$1.78M -$16.7K -130 -1%
FIM
1311
Freedom Investment Management
Connecticut
$1.78M -$705K -5,481 -29%
WDA
1312
Wendell David Associates
New Hampshire
$1.77M +$20.6K +160 +1%
LSAG
1313
Lake Street Advisors Group
New Hampshire
$1.77M -$49.8K -387 -3%
BWAM
1314
Boyd Watterson Asset Management
Ohio
$1.76M +$3.48K +27 +0.2%
AAP
1315
Aristotle Atlantic Partners
Florida
$1.76M +$268K +2,079 +19%
CB
1316
Cadence Bank
Mississippi
$1.75M
Cetera Investment Advisers
1317
Cetera Investment Advisers
Illinois
$1.74M +$63.8K +496 +4%
FIB
1318
First Interstate Bank
Montana
$1.74M -$338K -2,625 -17%
WAS
1319
Winch Advisory Services
Wisconsin
$1.73M +$346K +2,686 +26%
PRS
1320
Pinkerton Retirement Specialists
Idaho
$1.73M +$63.6K +494 +4%
IAM
1321
Integre Asset Management
New York
$1.73M
SB
1322
Simmons Bank
Arkansas
$1.72M +$80.6K +626 +5%
GRP
1323
Global Retirement Partners
California
$1.72M +$187K +1,452 +13%
CHA
1324
Cedar Hill Associates
Illinois
$1.71M +$44.9K +349 +3%
WA
1325
WBH Advisory
Maryland
$1.71M +$7.21K +56 +0.4%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.