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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
RFCA
1401
R&F Capital Advisors
New York
$377K +$388K +4,830 New
ITIM
1402
Indiana Trust & Investment Management
Indiana
$375K -$22.5K -280 -6%
WIS
1403
Wright Investors Service
Connecticut
$374K -$277K -3,450 -42%
NA
1404
NewEdge Advisors
Louisiana
$374K +$27K +336 +8%
MCM
1405
MV Capital Management
Maryland
$373K -$36.4K -453 -9%
BCM
1406
Bluefin Capital Management
New York
$371K +$382K +4,752 New
RGIA
1407
Rainier Group Investment Advisory
Washington
$371K +$382K +4,754 New
CFA
1408
Capstone Financial Advisors
Illinois
$369K +$21.5K +268 +6%
WI
1409
Wedgewood Investors
Pennsylvania
$368K
SFG
1410
SNS Financial Group
Minnesota
$367K +$379K +4,710 New
JFGLC
1411
Johnson Financial Group LLC (Colorado)
Colorado
$362K +$373K +4,637 New
SBSB
1412
Sullivan, Bruyette, Speros & Blaney
Virginia
$359K +$2.25K +28 +0.6%
NED
1413
Nancy E. Dempze
$359K +$32.2K +400 +10%
SI
1414
Scharf Investments
California
$358K +$369K +4,585 New
LBA
1415
Letko, Brosseau & Associates
Quebec, Canada
$356K
IDBONY
1416
Israel Discount Bank of New York
New York
$356K +$366K +4,557 New
CPSAC
1417
Chas P. Smith & Associates (CPS)
Florida
$353K +$364K +4,526 New
CPIG
1418
Chicago Partners Investment Group
Illinois
$351K +$724 +9 +0.2%
NAM
1419
Nichols Asset Management
Massachusetts
$350K -$161K -2,000 -31%
FC
1420
Fayerweather Charles
$350K -$96.5K -1,200 -21%
RC
1421
RegentAtlantic Capital
New Jersey
$350K +$41.6K +517 +13%
UBWV
1422
United Bank (West Virginia)
West Virginia
$349K +$8.84K +110 +3%
BO
1423
BRR OpCo
Ohio
$348K -$17.2K -214 -5%
LBG
1424
Lloyds Banking Group
United Kingdom
$344K -$21.4K -266 -6%
HHGA
1425
Halbert Hargrove Global Advisors
California
$344K +$3.3K +41 +0.9%

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.