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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1476
Grove Bank & Trust
Florida
$931K
FHA
1477
First Horizon Advisors
Tennessee
$930K +$60K +495 +7%
SFG
1478
Summit Financial Group
West Virginia
$930K +$182K +1,500 +24%
GIM
1479
Guild Investment Management
California
$928K +$940K +7,760 New
JIP
1480
Jaffetilchin Investment Partners
Florida
$926K +$410K +3,383 +78%
TC
1481
Toews Corporation
New Jersey
$922K +$933K +7,700 New
CPIA
1482
Cornell Pochily Investment Advisors
New York
$911K -$4.36K -36 -0.5%
ACM
1483
Aviance Capital Management
Florida
$910K +$62.7K +517 +7%
BCM
1484
Brookstone Capital Management
Illinois
$909K -$94.7K -781 -9%
SFSG
1485
Stearns Financial Services Group
North Carolina
$906K +$40.5K +334 +5%
BIA
1486
Bigelow Investment Advisors
Maine
$906K +$918K +7,572 New
CAW
1487
Cornerstone Advisors (Washington)
Washington
$905K +$70.5K +582 +8%
KFS
1488
Kurt F. Somerville
$903K -$36.4K -300 -4%
PW
1489
Peninsula Wealth
California
$902K +$914K +7,544 New
RMAM
1490
Raab & Moskowitz Asset Management
New Jersey
$901K +$13.6K +112 +2%
GAG
1491
GM Advisory Group
New York
$898K -$70.3K -580 -7%
FP
1492
Foundry Partners
Minnesota
$895K -$61.3K -506 -6%
DP
1493
Dearborn Partners
Illinois
$890K -$16.8K -139 -2%
SC
1494
Solstein Capital
California
$889K
WPW
1495
Waldron Private Wealth
Pennsylvania
$888K +$64.2K +530 +8%
MGAM
1496
McGowan Group Asset Management
Texas
$887K -$1.58K -13 -0.2%
ECM
1497
Estabrook Capital Management
New York
$886K
SMC
1498
Smith, Moore & Co
Missouri
$883K +$4.61K +38 +0.5%
WG
1499
Winton Group
United Kingdom
$880K -$241K -1,987 -21%
TPWA
1500
TRUE Private Wealth Advisors
Oregon
$878K +$40.7K +336 +5%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.