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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
SGI
1526
Summit Global Investments
Utah
$757K -$138K -1,142 -15%
SRIM
1527
Saratoga Research & Investment Management
California
$755K +$376K +3,101 +97%
PNC
1528
Park National Corp
Ohio
$753K -$418K -3,446 -35%
CIM
1529
Confluence Investment Management
Missouri
$753K -$20.4K -168 -3%
RM
1530
Resource Management
Louisiana
$753K +$41.7K +344 +6%
Qube Research & Technologies (QRT)
1531
Qube Research & Technologies (QRT)
United Kingdom
$752K +$762K +6,289 New
BEAM
1532
Baker Ellis Asset Management
Washington
$749K
BAM
1533
Berkshire Asset Management
Pennsylvania
$745K +$90.4K +746 +14%
SAM
1534
Summit Asset Management
Tennessee
$744K
LMAM
1535
Legg Mason Asset Management
Japan
$742K -$12.1K -100 -2%
CA
1536
Cambridge Advisors
Nebraska
$734K +$48.6K +401 +7%
RC
1537
RegentAtlantic Capital
New Jersey
$733K -$364 -3 -0%
CPIG
1538
Chicago Partners Investment Group
Illinois
$732K -$38.1K -314 -5%
SCI
1539
S&CO Inc
Massachusetts
$730K
HTC
1540
Haverford Trust Company
Pennsylvania
$729K +$15K +124 +2%
CRWM
1541
Castle Rock Wealth Management
California
$721K -$31K -256 -4%
ED
1542
Exane Derivatives
France
$721K -$1.43M -11,824 -66%
RCM
1543
RNC Capital Management
California
$716K +$67.6K +558 +10%
GG
1544
Gofen & Glossberg
Illinois
$714K -$633K -5,222 -47%
CCP
1545
Corient Capital Partners
California
$710K -$158K -1,302 -18%
HIC
1546
Holderness Investments Company
North Carolina
$706K
TA
1547
Townsend & Associates
Colorado
$704K -$370K -3,049 -34%
ACG
1548
Allen Capital Group
Nebraska
$698K -$848 -7 -0.1%
VC
1549
Vicus Capital
Pennsylvania
$698K +$3.64K +30 +0.5%
Alyeska Investment Group
1550
Alyeska Investment Group
Illinois
$695K -$882K -7,278 -56%

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.