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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
SFWA
1476
Summit Financial Wealth Advisors
Louisiana
$269K -$1.21K -15 -0.4%
PWMAG
1477
Pinnacle Wealth Management Advisory Group
New Jersey
$269K
GLA
1478
Good Life Advisors
Pennsylvania
$267K +$262K +3,254 New
ECM
1479
Elgethun Capital Management
South Dakota
$267K +$275K +3,415 New
GS
1480
Girard Securities
California
$262K +$34.1K +424 +14%
SSP
1481
Sapphire Star Partners
Washington
$260K -$42.9K -534 -16%
QC
1482
QCM Cayman
Texas
$260K +$268K +3,330 New
FPCP
1483
Fort Point Capital Partners
California
$258K -$109K -1,360 -30%
NAMA
1484
Nikko Asset Management Americas
New York
$257K -$547K -6,800 -67%
CFMC
1485
Curbstone Financial Management Corp
New Hampshire
$256K -$272K -3,380 -51%
BC
1486
Bartlett & Co
Ohio
$256K
ZIC
1487
ZWJ Investment Counsel
Georgia
$255K +$27.7K +345 +12%
PA
1488
Probity Advisors
Texas
$252K +$260K +3,236 New
CBN
1489
Cadence Bank NA
Texas
$251K +$30.9K +384 +14%
PAS
1490
Park Avenue Securities
New York
$251K +$44.8K +557 +21%
RBC
1491
Ronald Blue & Co
Georgia
$249K +$257K +3,193 New
RW
1492
REDW Wealth
New Mexico
$245K +$252K +3,137 New
JA
1493
JLB & Associates
Michigan
$243K
WG
1494
Welch Group
Alabama
$242K -$191K -2,371 -43%
DMC
1495
Drexel Morgan & Co
Pennsylvania
$240K
BCP
1496
Berkeley Capital Partners
Georgia
$240K +$5.31K +66 +2%
CGL
1497
Clarius Group LLC
Washington
$236K +$2.81K +35 +1%
PC
1498
Permit Capital
Pennsylvania
$234K
WOC
1499
West Oak Capital
California
$233K -$8.04K -100 -3%
CCMW
1500
Cypress Capital Management (Wyoming)
Wyoming
$232K

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.