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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 %
FCH
1351
Freestone Capital Holdings
Washington
$466K +$14.1K +181 +3%
VIA
1352
Vident Investment Advisory
Georgia
$465K -$242K -1,769 -34%
S
1353
SignatureFD
Georgia
$459K +$6.55K +84 +1%
GD
1354
Grandfield & Dodd
New York
$457K – – –
HWA
1355
Heritage Wealth Advisors
Virginia
$454K +$28.6K +366 +7%
USGIU
1356
U.S. Global Investors (USGI)
Texas
$453K +$453K +5,800 New
RIA
1357
RPG Investment Advisory
California
$451K -$6.24K -80 -1%
ANB
1358
Amarillo National Bank
Texas
$451K – – –
SIC
1359
Salem Investment Counselors
North Carolina
$449K +$167K +2,140 +59%
BIMC
1360
Benson Investment Management Company
Virginia
$448K +$448K +5,740 New
FHC
1361
First Heartland Consultants
Missouri
$446K -$54.4K -697 -11%
WEC
1362
Winslow Evans & Crocker
Massachusetts
$445K -$241K -3,088 -35%
FFWA
1363
FRG Family Wealth Advisors
Washington
$444K +$215K +2,750 +94%
SFS
1364
Sowell Financial Services
Arkansas
$436K +$436K +5,019 New
WPW
1365
Waldron Private Wealth
Pennsylvania
$432K -$15.6K -200 -3%
BWP
1366
Baldwin Wealth Partners
Massachusetts
$431K – – –
HA
1367
Harfst & Associates
Wyoming
$431K +$44.6K +572 +12%
VFM
1368
Viking Fund Management
North Dakota
$429K +$429K +5,500 New
SCP
1369
Syntal Capital Partners
Texas
$428K +$428K +5,491 New
WCF
1370
West Coast Financial
California
$427K -$62.4K -800 -13%
HFA
1371
High Falls Advisors
New York
$427K -$27.7K -355 -6%
KT
1372
Kanaly Trust
Texas
$426K -$339K -4,344 -44%
SAM
1373
Summit Asset Management
Tennessee
$426K -$7.81K -100 -2%
SFG
1374
SevenBridge Financial Group
Pennsylvania
$425K – – –
CC
1375
Courier Capital
New York
$424K -$10.8K -138 -2%
53 54
55
56 57