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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
GIA
1501
Guyasuta Investment Advisors
Pennsylvania
$232K
HTHT
1502
Hemenway Trust Hemenway Trust
New Hampshire
$230K -$32.2K -400 -12%
AIM
1503
Assured Investment Management
New York
$230K +$237K +2,948 New
CWA
1504
Cypress Wealth Advisors
California
$229K -$18.8K -234 -7%
IIC
1505
Integrated Investment Consultants
Michigan
$229K
RS
1506
Robeco Schweiz
Switzerland
$227K
IC
1507
InterOcean Capital
Illinois
$225K +$13K +162 +6%
TWA
1508
TCI Wealth Advisors
Arizona
$225K +$22.4K +279 +11%
WRM
1509
Weybosset Research & Management
Rhode Island
$223K -$22.1K -275 -9%
PAG
1510
Private Advisory Group
Washington
$221K +$228K +2,833 New
LC
1511
Lourd Capital
California
$220K +$21.1K +263 +10%
WDL
1512
Well Done LLC
Michigan
$219K +$226K +2,805 New
PAS
1513
Partnervest Advisory Services
California
$219K +$226K +2,808 New
SAA
1514
Southeast Asset Advisors
Georgia
$218K
DWM
1515
Darwin Wealth Management
Florida
$218K +$241 +3 +0.1%
MCA
1516
Morris Capital Advisors
Pennsylvania
$215K
DAC
1517
Dividend Assets Capital
South Carolina
$215K +$3.06K +38 +1%
EGA
1518
Eagle Global Advisors
Texas
$214K
SIG
1519
Sky Investment Group
Connecticut
$214K +$20.5K +255 +10%
SFM
1520
Signet Financial Management
New Jersey
$213K
BCM
1521
Blume Capital Management
California
$211K -$3.46K -43 -2%
Aristotle Capital Management
1522
Aristotle Capital Management
California
$211K
BCM
1523
BTC Capital Management
Iowa
$211K
NB
1524
NBT Bank
New York
$211K
CIAN
1525
Capstone Investment Advisors (Netherlands)
New York
$211K +$218K +2,706 New

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.