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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
CCM
1451
Catawba Capital Management
Virginia
$309K
Lido Advisors
1452
Lido Advisors
California
$309K +$61.8K +769 +24%
MCWS
1453
McKinley Carter Wealth Services
West Virginia
$306K +$161 +2 +0.1%
TIA
1454
Tiemann Investment Advisors
California
$304K -$88.4K -1,100 -22%
GW
1455
GW & Wade
Massachusetts
$304K -$12.6K -157 -4%
MPIA
1456
Mountain Pacific Investment Advisers
Idaho
$303K
PNC
1457
Park National Corp
Ohio
$302K +$3.54K +44 +1%
KM
1458
Kalos Management
Georgia
$301K -$187K -2,323 -38%
LA
1459
LVW Advisors
New York
$301K +$24.4K +304 +9%
OC
1460
Oakworth Capital
Alabama
$300K
QCG
1461
Quadrant Capital Group
Ohio
$299K -$21.4K -266 -6%
CWM
1462
Cornerstone Wealth Management
Missouri
$299K +$18.3K +228 +6%
FNBOO
1463
First National Bank of Omaha
Nebraska
$299K +$308K +3,833 New
VCM
1464
Versant Capital Management
Arizona
$295K -$23K -286 -7%
FHB
1465
First Hawaiian Bank
Hawaii
$291K +$34K +423 +13%
MWP
1466
MYCIO Wealth Partners
Pennsylvania
$290K -$110K -1,370 -27%
EIA
1467
Edgemoor Investment Advisors
Maryland
$286K +$295K +3,671 New
SIG
1468
Stanford Investment Group
California
$285K +$3.62K +45 +1%
IA
1469
Independence Advisors
Pennsylvania
$283K -$4.9K -61 -2%
HCM
1470
Harvest Capital Management
New Hampshire
$282K -$11.3K -140 -4%
ACA
1471
Anchor Capital Advisors
Massachusetts
$281K -$25.8K -321 -8%
MCM
1472
Maryland Capital Management
Maryland
$277K -$30.4K -378 -10%
BFPW
1473
BOK Financial Private Wealth
Colorado
$276K +$22.8K +284 +9%
OPCM
1474
Osborne Partners Capital Management
California
$274K -$319K -3,973 -53%
PHAM
1475
Palisades Hudson Asset Management
Florida
$272K

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.