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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1501
Solstein Capital
California
$984K
WPW
1502
Waldron Private Wealth
Pennsylvania
$984K +$901 +7 +0.1%
KFS
1503
Kurt F. Somerville
$972K -$27.4K -213 -3%
DBIA
1504
Dumont & Blake Investment Advisors
New Jersey
$960K -$3.22K -25 -0.3%
SFSG
1505
Stearns Financial Services Group
North Carolina
$959K -$43.4K -337 -4%
FP
1506
Foundry Partners
Minnesota
$953K -$36.7K -285 -4%
DP
1507
Dearborn Partners
Illinois
$948K -$36.4K -283 -4%
JFGIW
1508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$940K +$2.83K +22 +0.3%
SBA
1509
Secrest Blakey & Associates
North Carolina
$934K +$3.22K +25 +0.4%
CPIG
1510
Chicago Partners Investment Group
Illinois
$930K +$116K +904 +15%
NJBEST
1511
New Jersey Better Educational Savings Trust
New Jersey
$927K -$129K -1,000 -13%
KAM
1512
Kazazian Asset Management
Florida
$927K +$901K +7,000 New
GW
1513
GW & Wade
Massachusetts
$926K +$36.9K +287 +4%
BCM
1514
Brookstone Capital Management
Illinois
$922K -$82.6K -642 -8%
LWAC
1515
Laurel Wealth Advisors (California)
California
$922K +$35K +272 +4%
OMC
1516
Overbrook Management Corp
New York
$920K
MGAM
1517
McGowan Group Asset Management
Texas
$919K -$61.1K -475 -6%
AIM
1518
Acropolis Investment Management
Missouri
$915K +$19.3K +150 +2%
FI
1519
FormulaFolio Investments
Michigan
$915K +$201K +1,565 +29%
BO
1520
BRR OpCo
Ohio
$910K +$29.7K +231 +3%
NB
1521
Nicolet Bankshares
Wisconsin
$909K -$11.6K -90 -1%
SL
1522
Signition LP
New York
$906K +$880K +6,841 New
CWM
1523
Confluence Wealth Management
Oregon
$905K -$63.6K -494 -7%
SFA
1524
Sequoia Financial Advisors
Ohio
$905K +$167K +1,294 +23%
AUB
1525
Atlantic Union Bankshares
Virginia
$897K +$21K +163 +2%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.