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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1451
Bowie Capital Management
Texas
$1.28M +$1.28M +8,500 New
PFBT
1452
Parkside Financial Bank & Trust
Missouri
$1.27M +$15.3K +102 +1%
LSAG
1453
Lake Street Advisors Group
New Hampshire
$1.26M -$745K -4,961 -37%
IA
1454
IFG Advisory
Georgia
$1.26M +$900 +6 +0.1%
HFM
1455
Hartford Financial Management
Connecticut
$1.25M +$38.7K +258 +3%
NHC
1456
Nicholas Hoffman & Company
Georgia
$1.24M +$62.6K +417 +5%
NFG
1457
Next Financial Group
Texas
$1.24M -$263K -1,750 -17%
NB
1458
Northwest Bancshares
Pennsylvania
$1.24M – – –
BMO
1459
Beck Mack & Oliver
New York
$1.23M – – –
NDSI
1460
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M -$48K -330 -4%
FI
1461
FormulaFolio Investments
Michigan
$1.23M +$191K +1,270 +18%
NL
1462
NWAM LLC
Washington
$1.22M +$46.8K +312 +4%
DAC
1463
Dividend Assets Capital
South Carolina
$1.22M +$766K +5,101 +169%
MFW
1464
Meristem Family Wealth
Minnesota
$1.22M -$3.75K -25 -0.3%
AWA
1465
ARS Wealth Advisors
Florida
$1.22M -$3K -20 -0.2%
KWA
1466
KCS Wealth Advisory
California
$1.21M -$29.9K -199 -2%
AFNAS
1467
American Financial Network Advisory Services
California
$1.21M +$1.2M +7,973 +8,393%
RWM
1468
Ritholtz Wealth Management
New York
$1.21M -$433K -2,887 -26%
FHA
1469
First Horizon Advisors
Tennessee
$1.21M +$4.05K +27 +0.3%
SMC
1470
Smith, Moore & Co
Missouri
$1.21M -$1.8K -12 -0.1%
RCM
1471
Radnor Capital Management
Pennsylvania
$1.2M – – –
CA
1472
Calton & Associates
Florida
$1.2M +$65.3K +435 +6%
CA
1473
Callahan Advisors
Texas
$1.2M – – –
SFI
1474
SPC Financial Inc
Maryland
$1.18M -$12.8K -85 -1%
OIA
1475
Optimum Investment Advisors
Illinois
$1.18M -$7.51K -50 -0.6%
57 58
59
60 61