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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
SFM
1401
Systematic Financial Management
New Jersey
$1.36M
HWA
1402
Heritage Wealth Advisors
Virginia
$1.36M
IWM
1403
IHT Wealth Management
Illinois
$1.35M +$166K +1,287 +14%
CL
1404
CIM LLC
New York
$1.35M +$231K +1,798 +21%
FCH
1405
Freestone Capital Holdings
Washington
$1.35M +$293K +2,273 +29%
PPCM
1406
Pillar Pacific Capital Management
California
$1.35M +$53.4K +415 +4%
CWM
1407
Chesapeake Wealth Management
Virginia
$1.35M +$158K +1,230 +14%
BAC
1408
Boys Arnold & Co
North Carolina
$1.35M -$5.92K -46 -0.5%
SAMC
1409
Spectrum Asset Management (California)
California
$1.35M
VFPI
1410
Vantage Financial Partners (Illinois)
Illinois
$1.34M -$348K -2,700 -21%
BTNA
1411
Bremer Trust National Association
Minnesota
$1.34M -$27.7K -215 -2%
TA
1412
Tiedemann Advisors
New York
$1.33M -$151K -1,173 -10%
GI
1413
Glovista Investments
New Jersey
$1.33M +$257 +2 +0%
NFG
1414
Next Financial Group
Texas
$1.32M -$377K -2,926 -23%
ANB
1415
Amarillo National Bank
Texas
$1.32M
RCAG
1416
Rehmann Capital Advisory Group
Michigan
$1.32M -$250K -1,943 -16%
CM
1417
Caption Management
Oklahoma
$1.32M +$1.29M +10,000 New
AWM
1418
Aries Wealth Management
Maine
$1.32M +$61.1K +475 +5%
FPFS
1419
First Personal Financial Services
North Carolina
$1.32M -$397K -3,084 -24%
CANY
1420
Caxton Associates (New York)
New York
$1.31M -$501K -3,894 -28%
MJP
1421
Michael J. Puzo
$1.29M -$82.4K -640 -6%
BLAM
1422
Bourne Lent Asset Management
New York
$1.28M
LPIC
1423
LeJeune Puetz Investment Counsel
Michigan
$1.28M +$71K +552 +6%
RMAM
1424
Raab & Moskowitz Asset Management
New Jersey
$1.28M +$272K +2,114 +28%
EWG
1425
Executive Wealth Group
Washington
$1.28M +$257 +2 +0%

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.