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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
AHB
1526
Abner Herrman & Brock
New Jersey
$208K -$47.8K -595 -19%
HIC
1527
Harvey Investment Company
Kentucky
$208K
JIP
1528
Jaffetilchin Investment Partners
Florida
$206K
UAS
1529
United Asset Strategies
New York
$204K -$27.5K -342 -12%
CPO
1530
Cerity Partners OCIO
New York
$204K +$209K +2,602 New
PL
1531
Plancorp LLC
Missouri
$204K +$212K +2,631 New
HCP
1532
Holt Capital Partners
Texas
$203K
AW
1533
Alpha Windward
Massachusetts
$202K +$3.62K +45 +2%
SHCM
1534
Stokes & Hubbell Capital Management
Louisiana
$201K +$207K +2,574 New
KF
1535
Krilogy Financial
Missouri
$200K -$31.5K -392 -13%
SGK
1536
Steigerwald Gordon & Koch
Virginia
$200K +$206K +2,559 New
PWAG
1537
Polaris Wealth Advisory Group
California
$200K +$206K +2,566 New
WPA
1538
West Paces Advisors
Georgia
$198K +$204K +2,539 New
EFSCE
1539
Enterprise Financial Services Corp (EFSC)
Missouri
$195K -$2.89K -36 -1%
FFC
1540
First Financial Corp
Indiana
$193K -$40.2K -500 -17%
NEAM
1541
New England Asset Management
Connecticut
$187K
TG
1542
TLP Group
Illinois
$187K +$68.7K +855 +55%
GWS
1543
Glassman Wealth Services
Virginia
$174K -$7.72K -96 -4%
WA
1544
WealthTrust-Arizona
Arizona
$174K +$10.4K +129 +6%
ATC
1545
Adirondack Trust Company
New York
$168K
DBT
1546
Dubuque Bank & Trust
Iowa
$167K +$80.2K +997 +87%
PO
1547
Private Ocean
California
$164K -$635K -7,900 -79%
BIG
1548
Bellwether Investment Group
Tennessee
$163K +$168K +2,091 New
HIIFS
1549
Harel Insurance Investments & Financial Services
Israel
$162K -$82.8K -1,030 -33%
AAP
1550
Arax Advisory Partners
Colorado
$160K +$165K +2,052 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.