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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 %
LPT
1326
Legacy Private Trust
Wisconsin
$1.5M -$198K -1,655 -12%
Lido Advisors
1327
Lido Advisors
California
$1.49M +$194K +1,624 +15%
SB
1328
Simmons Bank
Arkansas
$1.48M +$675K +5,651 +84%
WAM
1329
Wolverine Asset Management
Illinois
$1.47M +$1.47M +12,324 New
GIA
1330
GHP Investment Advisors
Colorado
$1.47M -$32.4K -271 -2%
RCA
1331
Rowland Carmichael Advisors
Arizona
$1.46M -$471K -3,936 -24%
SCA
1332
Sage Capital Advisors
South Dakota
$1.46M -$1.44K -12 -0.1%
SWA
1333
SFMG Wealth Advisors
Texas
$1.46M +$77.8K +650 +6%
AC
1334
Argentiere Capital
Switzerland
$1.46M +$1.46M +12,180 New
FRA
1335
Front Row Advisors
California
$1.46M +$102K +855 +8%
MWVC
1336
Morgens Waterfall Vintiadis & Co
New York
$1.45M -$2.15M -18,000 -60%
FCFC
1337
First Commonwealth Financial Corp
Pennsylvania
$1.45M -$82.5K -689 -5%
TH
1338
TCTC Holdings
Texas
$1.44M -$32.3K -270 -2%
WAS
1339
WESPAC Advisors SoCal
California
$1.44M +$15.1K +126 +1%
KP
1340
Keel Point
Alabama
$1.44M +$15.6K +130 +1%
RCAG
1341
Rehmann Capital Advisory Group
Michigan
$1.43M -$98K -819 -6%
CHC
1342
City Holding Co
West Virginia
$1.43M +$46.1K +385 +3%
PWPS
1343
Pinnacle Wealth Planning Services
Ohio
$1.43M +$893K +7,471 +167%
EM
1344
Excalibur Management
Massachusetts
$1.43M +$114K +950 +9%
SLT
1345
St Louis Trust
Missouri
$1.42M +$1.03M +8,620 +266%
SFS
1346
Sowell Financial Services
Arkansas
$1.41M -$245K -1,942 -15%
UAS
1347
United Asset Strategies
New York
$1.4M +$16.7K +140 +1%
MWM
1348
Meridian Wealth Management
Kentucky
$1.4M +$453K +3,791 +48%
SFG
1349
SevenBridge Financial Group
Pennsylvania
$1.4M -$16.7K -140 -1%
CA
1350
Calton & Associates
Florida
$1.4M +$520K +4,345 +59%
52 53
54
55 56