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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1376
Mark Sheptoff Financial Planning
Connecticut
$1.44M +$116K +900 +9%
REMPR
1377
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$21.8K +169 +2%
AWM
1378
Altium Wealth Management
New York
$1.43M +$892K +6,932 +180%
AAMA
1379
Advanced Asset Management Advisors
Ohio
$1.42M
WAP
1380
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$5.66K +44 +0.4%
IWC
1381
Integrated Wealth Concepts
Massachusetts
$1.42M +$97.8K +760 +8%
WIA
1382
Westbourne Investment Advisors
Maryland
$1.42M -$35.4K -275 -3%
SWA
1383
SFMG Wealth Advisors
Texas
$1.42M -$195K -1,518 -12%
AIM
1384
Allen Investment Management
New York
$1.41M +$43.2K +336 +3%
CDH
1385
Charles D. Hyman
$1.41M
FPA
1386
First Pacific Advisors
California
$1.41M
ACM
1387
Aviance Capital Management
Florida
$1.41M +$391K +3,038 +40%
AS
1388
Altshuler Shaham
Israel
$1.41M
AAS
1389
Annex Advisory Services
Wisconsin
$1.41M +$46.6K +362 +4%
MWVC
1390
Morgens Waterfall Vintiadis & Co
New York
$1.4M -$193K -1,500 -12%
RS
1391
Robeco Schweiz
Switzerland
$1.4M +$25.7K +200 +2%
GI
1392
Gradient Investments
Minnesota
$1.4M +$193K +1,498 +16%
NO
1393
Ninety One
South Africa
$1.4M
IP
1394
Intellectus Partners
California
$1.4M -$142K -1,107 -9%
EWM
1395
Evermay Wealth Management
Virginia
$1.39M +$21.9K +170 +2%
NAMP
1396
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.38M
HEIP
1397
Hudson Edge Investment Partners
New Jersey
$1.38M -$22.5K -175 -2%
UBG
1398
United Bank (Georgia)
Georgia
$1.37M +$104K +808 +8%
SS
1399
Simplicity Solutions
Minnesota
$1.37M +$498K +3,873 +60%
MCM
1400
Mainstay Capital Management
Michigan
$1.37M -$39.1K -304 -3%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.