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Visa
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Overview Fund Activity

1,534 hedge funds and large institutions have $134B invested in Visa in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 659 increasing their positions, 609 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+7
Holders Change %
+0.46%
% of All Funds
40.94%
Holding in Top 10
228
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5%
% of All Funds
6.08%
New
108
Increased
659
Reduced
609
Closed
85
Calls
$559M
Puts
$561M
Net Calls
-$1.68M
Net Calls Change
+$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$272M
2
Barclays
Barclays
United Kingdom
+$240M
3
ECU
Egerton Capital (UK)
United Kingdom
+$214M
4
FPP
Findlay Park Partners
United Kingdom
+$205M
5
Invesco
Invesco
Georgia
+$159M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$478M
2
Goldman Sachs
Goldman Sachs
New York
-$419M
3
LPC
Lone Pine Capital
Connecticut
-$404M
4
Sands Capital Management
Sands Capital Management
Virginia
-$320M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
1451
Ayalon Insurance Company
Israel
$98K – – –
KPCM
1452
Kings Point Capital Management
New York
$97K – – –
KKAMG
1453
Kernodle & Katon Asset Management Group
Arkansas
$94K +$63.4K +830 +208%
JGIA
1454
Jackson Grant Investment Advisers
Connecticut
$92K – – –
FPB
1455
First PREMIER Bank
South Dakota
$92K – – –
BAM
1456
Brave Asset Management
New Jersey
$89K – – –
KA
1457
Klingman & Associates
New York
$88K – – –
AA
1458
Apriem Advisors
California
$87K +$33.2K +432 +62%
SIM
1459
Sonora Investment Management
Arizona
$86K – – –
HF
1460
Hoxton Financial
West Virginia
$85K +$7.66K +100 +10%
VIM
1461
Veritas Investment Management
United Kingdom
$84K +$84K +1,100 New
AIS
1462
Accurate Investment Solutions
Pennsylvania
$82K +$82K +1,070 New
DIA
1463
Davidson Investment Advisors
Montana
$78K +$32.1K +420 +70%
RPG
1464
Risk Paradigm Group
Texas
$77.7K – – –
FMA
1465
FNY Managed Accounts
New York
$76.5K +$76.5K +1,000 New
HCM
1466
Highlander Capital Management
New Jersey
$76K -$152K -2,000 -67%
BC
1467
Barnett & Company
Tennessee
$76K +$76K +992 New
RFWA
1468
RPg Family Wealth Advisory
Massachusetts
$74.4K +$74.4K +973 New
Nuveen Asset Management
1469
Nuveen Asset Management
Illinois
$69K +$17.3K +226,821 +34%
YL
1470
YCG LLC
Texas
$67K – – –
LJHT
1471
Laurie J. Hall Trustee
$66K +$14.1K +180 +27%
RWA
1472
Ropes Wealth Advisors
Massachusetts
$64K +$61.4K +808 +2,376%
JWA
1473
JFS Wealth Advisors
Pennsylvania
$62K -$18.2K -239 -23%
LOT
1474
Lombard Odier Transatlantic
Quebec, Canada
$61K – – –
AWM
1475
AllSquare Wealth Management
New York
$60K +$2.74K +36 +5%
57 58
59
60 61