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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1451
Laurel Wealth Advisors (California)
California
$520K -$8.91K -96 -2%
SMC
1452
Smith, Moore & Co
Missouri
$519K +$37.1K +400 +8%
UBWV
1453
United Bank (West Virginia)
West Virginia
$518K +$97.5K +1,050 +23%
PAS
1454
Park Avenue Securities
New York
$518K +$515K +5,553 New
IPAM
1455
ICICI Prudential Asset Management
India
$518K -$260K -2,800 -35%
WAM
1456
Wolverine Asset Management
Illinois
$515K +$360K +3,877 +239%
MIM
1457
Manitou Investment Management
Ontario, Canada
$513K -$78.9K -850 -13%
WCF
1458
West Coast Financial
California
$513K
WPW
1459
Waldron Private Wealth
Pennsylvania
$511K -$324K -3,494 -39%
VC
1460
Vicus Capital
Pennsylvania
$505K +$61.3K +661 +14%
LC
1461
Lourd Capital
California
$503K +$42.4K +457 +9%
HTHT
1462
Hemenway Trust Hemenway Trust
New Hampshire
$500K +$165K +1,780 +50%
SWA
1463
Sutton Wealth Advisors
Florida
$499K +$3.43K +37 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
1464
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$492K -$11.8M -127,364 -96%
NB
1465
NBT Bank
New York
$486K +$182K +1,965 +61%
RC
1466
RBO & Co
California
$481K
PSC
1467
Prentiss Smith & Co
Vermont
$478K
SFG
1468
Summit Financial Group
West Virginia
$473K +$469K +5,048 New
JIP
1469
Jaffetilchin Investment Partners
Florida
$470K +$212K +2,283 +84%
WIS
1470
Wright Investors Service
Connecticut
$467K -$13.9K -150 -3%
TCM
1471
Tradewinds Capital Management
Washington
$467K -$7.52K -81 -2%
JFA
1472
JNBA Financial Advisors
Minnesota
$465K
PCM
1473
Penserra Capital Management
California
$465K +$215K +2,312 +87%
ICM
1474
Ionic Capital Management
New York
$463K +$458K +4,935 New
WIC
1475
Whitegate Investment Counselors
New Hampshire
$462K -$2.32K -25 -0.5%

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.