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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
MGIA
1426
Moneta Group Investment Advisors
Missouri
$1.27M +$940K +7,307 +321%
RC
1427
Roundview Capital
New Jersey
$1.26M +$26.4K +205 +2%
IIM
1428
Intact Investment Management
Quebec, Canada
$1.26M +$51.5K +400 +4%
OA
1429
Oak Associates
Ohio
$1.26M
AIC
1430
Ayalon Insurance Company
Israel
$1.26M +$1.22M +9,493 New
PAMG
1431
Patton Albertson Miller Group
Tennessee
$1.25M -$27.7K -215 -2%
NB
1432
NBT Bank
New York
$1.25M -$10.8K -84 -0.9%
CIP
1433
Cornerstone Investment Partners
Georgia
$1.24M -$822K -6,390 -41%
PGIM
1434
Pacific Global Investment Management
California
$1.24M +$93.8K +729 +8%
HR
1435
Howe & Rusling
New York
$1.23M +$135K +1,050 +13%
LIC
1436
Lodestar Investment Counsel
Illinois
$1.23M +$129 +1 +0%
AC
1437
Arjuna Capital
North Carolina
$1.23M +$1.19M +9,259 New
JCM
1438
Jacobi Capital Management
Pennsylvania
$1.23M +$45K +350 +4%
MNBTD
1439
Moody National Bank Trust Division
Texas
$1.22M +$607K +4,720 +104%
AIM
1440
Aspen Investment Management
Michigan
$1.22M
IIC
1441
Ironwood Investment Counsel
Arizona
$1.21M -$8.37K -65 -0.7%
HW
1442
Hancock Whitney
Mississippi
$1.21M +$10.6K +82 +0.9%
TFS
1443
TrustCore Financial Services
Tennessee
$1.21M +$92.8K +721 +9%
WI
1444
WrapManager Inc
California
$1.21M +$123K +952 +12%
CIM
1445
Confluence Investment Management
Missouri
$1.19M +$347K +2,698 +43%
ANRIA
1446
American National Registered Investment Advisor
Texas
$1.19M
CAW
1447
Cornerstone Advisors (Washington)
Washington
$1.19M +$178K +1,386 +18%
GEA
1448
Glen Eagle Advisors
New Jersey
$1.18M +$59.1K +459 +5%
FHC
1449
First Heartland Consultants
Missouri
$1.18M +$21.4K +166 +2%
DBRC
1450
D.B. Root & Company
Pennsylvania
$1.17M +$82.9K +644 +8%

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.