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Visa
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Overview Fund Activity

1,660 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, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
1451
GW & Wade
Massachusetts
$304K -$12.2K -157 -4%
MPIA
1452
Mountain Pacific Investment Advisers
Idaho
$303K – – –
PNC
1453
Park National Corp
Ohio
$302K +$3.43K +44 +1%
KM
1454
Kalos Management
Georgia
$301K -$181K -2,323 -38%
LA
1455
LVW Advisors
New York
$301K +$23.7K +304 +9%
OC
1456
Oakworth Capital
Alabama
$300K – – –
QCG
1457
Quadrant Capital Group
Ohio
$299K -$20K -266 -6%
CWM
1458
Cornerstone Wealth Management
Missouri
$299K +$18.2K +228 +6%
FNBOO
1459
First National Bank of Omaha
Nebraska
$299K +$299K +3,833 New
VCM
1460
Versant Capital Management
Arizona
$295K -$22.3K -286 -7%
FHB
1461
First Hawaiian Bank
Hawaii
$291K +$33.1K +423 +13%
MWP
1462
MYCIO Wealth Partners
Pennsylvania
$290K -$107K -1,370 -27%
EIA
1463
Edgemoor Investment Advisors
Maryland
$286K +$286K +3,671 New
SIG
1464
Stanford Investment Group
California
$285K +$3.51K +45 +1%
IA
1465
Independence Advisors
Pennsylvania
$283K -$4.75K -61 -2%
HCM
1466
Harvest Capital Management
New Hampshire
$282K -$10.9K -140 -4%
ACA
1467
Anchor Capital Advisors
Massachusetts
$281K -$25.1K -321 -8%
MCM
1468
Maryland Capital Management
Maryland
$277K -$29.5K -378 -10%
BFPW
1469
BOK Financial Private Wealth
Colorado
$276K +$22.1K +284 +9%
OPCM
1470
Osborne Partners Capital Management
California
$274K -$310K -3,973 -53%
PHAM
1471
Palisades Hudson Asset Management
Florida
$272K – – –
SFWA
1472
Summit Financial Wealth Advisors
Louisiana
$269K -$1.17K -15 -0.4%
PWMAG
1473
Pinnacle Wealth Management Advisory Group
New Jersey
$269K – – –
GLA
1474
Good Life Advisors
Pennsylvania
$267K +$267K +3,254 New
ECM
1475
Elgethun Capital Management
South Dakota
$267K +$267K +3,415 New
57 58
59
60 61