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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
NDSI
1326
Newman Dignan & Sheerar Inc
Rhode Island
$530K -$8.04K -100 -1%
NHC
1327
Nicholas Hoffman & Company
Georgia
$529K +$8.12K +101 +2%
RCM
1328
RNC Capital Management
California
$527K +$106K +1,320 +24%
AIM
1329
Acropolis Investment Management
Missouri
$525K -$43.6K -542 -7%
WA
1330
Waverly Advisors
Alabama
$525K +$81K +1,007 +18%
JSL
1331
JT Stratford LLC
Georgia
$525K +$541K +6,731 New
FCAG
1332
First Capital Advisors Group
New Jersey
$523K +$539K +6,707 New
GCM
1333
Gladstone Capital Management
United Kingdom
$520K -$7.19M -89,431 -93%
CFA
1334
Cahill Financial Advisors
Minnesota
$518K -$6.67K -83 -1%
CCP
1335
Clarkston Capital Partners
Michigan
$508K -$2.01K -25 -0.4%
MLIC
1336
Mandatum Life Insurance Company
Finland
$507K -$233K -2,900 -31%
CIAS
1337
Capital Investment Advisory Services
North Carolina
$507K +$522K +6,499 New
OIA
1338
Optimum Investment Advisors
Illinois
$506K +$16.1K +200 +3%
VFPI
1339
Vantage Financial Partners (Illinois)
Illinois
$506K +$523K +6,500 New
FHA
1340
First Horizon Advisors
Tennessee
$505K
SPWA
1341
SteelBridge Private Wealth Advisors
Florida
$503K
PPCM
1342
Pillar Pacific Capital Management
California
$503K +$26.1K +325 +5%
SG
1343
Swarthmore Group
Pennsylvania
$503K +$519K +6,450 New
PFS
1344
Prospera Financial Services
Texas
$502K -$126K -1,572 -20%
BEAM
1345
Baker Ellis Asset Management
Washington
$501K +$26.1K +325 +5%
MPI
1346
Mairs & Power Inc
Minnesota
$499K +$45.7K +568 +10%
CCFCSB
1347
Cape Cod Five Cents Savings Bank
Massachusetts
$494K -$5.31K -66 -1%
AUB
1348
Atlantic Union Bankshares
Virginia
$489K -$7.72K -96 -2%
PRS
1349
Pinkerton Retirement Specialists
Idaho
$481K +$43.6K +542 +10%
SCI
1350
S&CO Inc
Massachusetts
$476K +$490K +6,100 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.