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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1401
SignatureFD
Georgia
$644K +$30.3K +327 +5%
ACM
1402
Avalon Capital Management
California
$641K +$634K +6,833 New
GEA
1403
Glen Eagle Advisors
New Jersey
$640K +$93 +1 +0%
FC
1404
Ferris Capital
Massachusetts
$639K +$632K +6,813 New
FCAG
1405
First Capital Advisors Group
New Jersey
$637K -$58.8K -634 -9%
LJAC
1406
L.J. Altfest & Co
New York
$637K
NL
1407
NWAM LLC
Washington
$632K +$72K +776 +13%
SFA
1408
Sequoia Financial Advisors
Ohio
$626K +$62.9K +678 +11%
SGI
1409
Summit Global Investments
Utah
$624K +$62.2K +670 +11%
CL
1410
CIM LLC
New York
$621K -$57.5K -620 -9%
GC
1411
Gratry & Company
Ohio
$614K -$14.8K -160 -2%
SIC
1412
Salem Investment Counselors
North Carolina
$611K +$83.3K +898 +16%
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$605K +$9.19K +99 +2%
HFM
1414
Hartford Financial Management
Connecticut
$605K +$32.6K +351 +6%
AIM
1415
Acropolis Investment Management
Missouri
$602K -$29.1K -314 -5%
LP
1416
LGL Partners
Pennsylvania
$598K -$20.4K -220 -3%
SFS
1417
Sowell Financial Services
Arkansas
$591K +$3.99K +43 +0.7%
CC
1418
Courier Capital
New York
$589K -$52.4K -565 -8%
BEAM
1419
Baker Ellis Asset Management
Washington
$587K +$1.86K +20 +0.3%
CCM
1420
Canal Capital Management
Virginia
$585K +$73.9K +796 +15%
WA
1421
WFG Advisors
Texas
$578K -$93.6K -1,008 -14%
SCA
1422
Salient Capital Advisors
Texas
$577K -$731K -7,874 -56%
SCI
1423
S&CO Inc
Massachusetts
$572K
GRP
1424
Global Retirement Partners
California
$572K +$143K +1,537 +34%
WP
1425
WealthPLAN Partners
Nebraska
$569K +$534K +5,750 +1,814%

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.