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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
HTC
1426
Haverford Trust Company
Pennsylvania
$344K +$8.36K +104 +2%
GI
1427
Glovista Investments
New Jersey
$342K +$161 +2 +0%
CA
1428
Cornerstone Advisory
Maryland
$340K +$32K +398 +10%
GG
1429
Gofen & Glossberg
Illinois
$339K -$27.8K -346 -7%
PCA
1430
Personal Capital Advisors
California
$339K -$8.52K -106 -2%
BW
1431
Bison Wealth
Georgia
$339K +$32.5K +404 +10%
KFS
1432
Kissinger Financial Services
Maryland
$338K +$98.7K +1,228 +39%
MIM
1433
Marco Investment Management
Georgia
$335K
KB
1434
Kimelman & Baird
New York
$335K +$345K +4,297 New
GIP
1435
Greatmark Investment Partners
Georgia
$332K
WDA
1436
Wendell David Associates
New Hampshire
$332K
AWA
1437
Arete Wealth Advisors
Illinois
$327K +$17.3K +215 +5%
CRCP
1438
Copper Rock Capital Partners
Massachusetts
$324K -$48.3K -601 -13%
LWAC
1439
Laurel Wealth Advisors (California)
California
$323K -$128K -1,594 -28%
LBC
1440
Lowe Brockenbrough & Co
Virginia
$323K
CM
1441
Crestline Management
Texas
$321K +$331K +4,111 New
SIM
1442
SSI Investment Management
California
$320K -$402 -5 -0.1%
CWM
1443
Circle Wealth Management
New Jersey
$317K +$326K +4,059 New
JIC
1444
Joel Isaacson & Co
New York
$316K -$5.47K -68 -2%
VC
1445
Vicus Capital
Pennsylvania
$314K +$86K +1,070 +36%
WAM
1446
Wolverine Asset Management
Illinois
$313K -$113K -1,400 -26%
BPCA
1447
Bank Pictet & Cie (Asia)
Singapore
$312K
PSC
1448
Prentiss Smith & Co
Vermont
$312K
CB
1449
Community Bank
New York
$310K -$11.3K -140 -3%
CIM
1450
Confluence Investment Management
Missouri
$310K +$94.9K +1,180 +42%

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.