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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 %
BAC
1376
Boys Arnold & Co
North Carolina
$1.27M -$242K -1,948 -16%
TNAM
1377
Terra Nova Asset Management
New York
$1.27M +$28.7K +240 +2%
NO
1378
Ninety One
South Africa
$1.26M +$26.3K +220 +2%
RWM
1379
Ritholtz Wealth Management
New York
$1.26M +$15.2K +127 +1%
NAMP
1380
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.25M – – –
CA
1381
Clearstead Advisors
Ohio
$1.25M -$15.8K -132 -1%
WAS
1382
Winch Advisory Services
Wisconsin
$1.25M +$322K +2,690 +35%
MJP
1383
Michael J. Puzo
$1.24M -$108K -900 -8%
RS
1384
Robeco Schweiz
Switzerland
$1.24M +$95.7K +800 +8%
GCP
1385
GSA Capital Partners
United Kingdom
$1.24M +$1.24M +10,359 New
AWE
1386
Avidian Wealth Enterprises
Texas
$1.24M +$922K +7,708 +291%
AIM
1387
Allen Investment Management
New York
$1.24M -$165K -1,377 -12%
EWM
1388
Evermay Wealth Management
Virginia
$1.24M +$335K +2,802 +37%
BTNA
1389
Bremer Trust National Association
Minnesota
$1.23M -$214K -1,786 -15%
SFM
1390
Systematic Financial Management
New Jersey
$1.23M – – –
HWA
1391
Heritage Wealth Advisors
Virginia
$1.23M -$35.9K -300 -3%
IA
1392
IFG Advisory
Georgia
$1.23M +$69.2K +579 +6%
AAS
1393
Annex Advisory Services
Wisconsin
$1.23M +$87.4K +731 +8%
GI
1394
Glovista Investments
New Jersey
$1.2M +$24.2K +202 +2%
ANB
1395
Amarillo National Bank
Texas
$1.2M +$192K +1,607 +19%
FBT
1396
First Bank & Trust
South Dakota
$1.2M +$4.78K +40 +0.4%
MSFP
1397
Mark Sheptoff Financial Planning
Connecticut
$1.19M +$117K +980 +11%
IWC
1398
Integrated Wealth Concepts
Massachusetts
$1.18M +$92.2K +779 +8%
PPCM
1399
Pillar Pacific Capital Management
California
$1.17M -$30.6K -256 -3%
BLAM
1400
Bourne Lent Asset Management
New York
$1.16M – – –
54 55
56
57 58