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Visa
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Overview Fund Activity

1,660 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, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1326
Waverly Advisors
Alabama
$525K +$78.5K +1,007 +18%
JSL
1327
JT Stratford LLC
Georgia
$525K +$525K +6,731 New
FCAG
1328
First Capital Advisors Group
New Jersey
$523K +$523K +6,707 New
GCM
1329
Gladstone Capital Management
United Kingdom
$520K -$6.97M -89,431 -93%
CFA
1330
Cahill Financial Advisors
Minnesota
$518K -$6.48K -83 -1%
CCP
1331
Clarkston Capital Partners
Michigan
$508K -$1.95K -25 -0.4%
MLIC
1332
Mandatum Life Insurance Company
Finland
$507K -$226K -2,900 -31%
CIAS
1333
Capital Investment Advisory Services
North Carolina
$507K +$507K +6,499 New
OIA
1334
Optimum Investment Advisors
Illinois
$506K +$15.6K +200 +3%
VFPI
1335
Vantage Financial Partners (Illinois)
Illinois
$506K +$506K +6,500 New
FHA
1336
First Horizon Advisors
Tennessee
$505K – – –
SPWA
1337
SteelBridge Private Wealth Advisors
Florida
$503K – – –
PPCM
1338
Pillar Pacific Capital Management
California
$503K +$25.3K +325 +5%
SG
1339
Swarthmore Group
Pennsylvania
$503K +$503K +6,450 New
PFS
1340
Prospera Financial Services
Texas
$502K -$125K -1,572 -20%
BEAM
1341
Baker Ellis Asset Management
Washington
$501K +$25.4K +325 +5%
MPI
1342
Mairs & Power Inc
Minnesota
$499K +$44.3K +568 +10%
CCFCSB
1343
Cape Cod Five Cents Savings Bank
Massachusetts
$494K -$5.15K -66 -1%
AUB
1344
Atlantic Union Bankshares
Virginia
$489K -$7.48K -96 -2%
PRS
1345
Pinkerton Retirement Specialists
Idaho
$481K +$42.3K +542 +10%
SCI
1346
S&CO Inc
Massachusetts
$476K +$476K +6,100 New
FHAM
1347
Folger Hill Asset Management
New York
$474K +$474K +6,078 New
WAM
1348
Weatherly Asset Management
California
$469K +$8.19K +105 +2%
GWCM
1349
Godshalk Welsh Capital Management
Pennsylvania
$468K – – –
SFA
1350
Sequoia Financial Advisors
Ohio
$466K -$14.6K -187 -3%
52 53
54
55 56