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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
KT
1376
Kanaly Trust
Texas
$426K -$349K -4,344 -44%
SAM
1377
Summit Asset Management
Tennessee
$426K -$8.04K -100 -2%
SFG
1378
SevenBridge Financial Group
Pennsylvania
$425K
CC
1379
Courier Capital
New York
$424K -$11.1K -138 -2%
GIM
1380
Groesbeck Investment Management
New Jersey
$420K -$54.1K -673 -11%
JGGDR
1381
JGP Global Gestao de Recursos
Brazil
$419K -$138K -1,721 -24%
RSA
1382
Robertson Stephens Advisors
California
$416K +$429K +5,338 New
SWA
1383
Sutton Wealth Advisors
Florida
$412K
MWM
1384
Mission Wealth Management
California
$411K +$56.1K +698 +15%
MSFP
1385
Mark Sheptoff Financial Planning
Connecticut
$410K -$32.2K -400 -7%
Verition Fund Management
1386
Verition Fund Management
Connecticut
$407K +$99.6K +1,239 +31%
GBT
1387
Grove Bank & Trust
Florida
$398K +$126K +1,572 +45%
SMC
1388
Smith, Moore & Co
Missouri
$397K +$64.5K +802 +19%
JFA
1389
JNBA Financial Advisors
Minnesota
$394K -$60.6K -754 -13%
Cetera Investment Advisers
1390
Cetera Investment Advisers
Illinois
$394K +$110K +1,371 +37%
1SB
1391
1ST Source Bank
Indiana
$392K -$7.8K -97 -2%
GCM
1392
Glaxis Capital Management
Florida
$390K +$402K +5,000 New
DWM
1393
Destination Wealth Management
California
$389K +$152K +1,890 +61%
MCM
1394
Manchester Capital Management
Vermont
$388K
TCM
1395
Tradewinds Capital Management
Washington
$387K -$4.02K -50 -1%
FRM
1396
Fox Run Management
Connecticut
$382K +$394K +4,900 New
SCM
1397
SOL Capital Management
Maryland
$380K +$32.2K +400 +9%
FVP
1398
Firefly Value Partners
Pennsylvania
$379K +$390K +4,856 New
ICM
1399
IMS Capital Management
Oregon
$377K +$161 +2 +0%
BCM
1400
Bienville Capital Management
New York
$377K +$50.6K +630 +15%

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.