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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
NYLT
1551
New York Life Trust
New York
$158K -$804 -10 -0.5%
TDC
1552
Thompson Davis & Co
Virginia
$157K -$96.3K -1,198 -37%
PHK
1553
Point72 Hong Kong
Hong Kong
$154K +$159K +1,978 New
LWM
1554
Lenox Wealth Management
Ohio
$148K -$116K -1,442 -43%
PCFFS
1555
Pacific Center for Financial Services
California
$138K +$142K +1,772 New
TF
1556
Tompkins Financial
New York
$133K
SEIA
1557
Signature Estate & Investment Advisors
California
$131K
DSC
1558
Duncker Streett & Co
Missouri
$131K +$80 +1 +0.1%
JAM
1559
JCIC Asset Management
Ontario, Canada
$126K +$130K +1,620 New
AF
1560
Allworth Financial
California
$125K -$16.1K -200 -11%
AIC
1561
Ayalon Insurance Company
Israel
$122K +$40.2K +500 +47%
DAM
1562
Delta Asset Management
Tennessee
$117K
GAM
1563
Gemmer Asset Management
California
$117K
LF
1564
Lee Financial
Texas
$115K +$119K +1,480 New
BTIS
1565
BB&T Investment Services
North Carolina
$113K +$117K +1,455 New
ACM
1566
AUA Capital Management
Pennsylvania
$108K +$111K +1,380 New
HFM
1567
Hartford Financial Management
Connecticut
$100K +$33.8K +420 +49%
MIC
1568
MU Investments Company
Japan
$97K -$79.6K -990 -44%
ZB
1569
Zions Bancorporation
Utah
$97K -$2.49K -31 -2%
OFW
1570
Omnia Family Wealth
Florida
$96K +$98.4K +1,224 New
FPB
1571
First PREMIER Bank
South Dakota
$94K
CLM
1572
ClearBridge LLC (Maryland)
Maryland
$93K
FFW
1573
Fusion Family Wealth
New York
$91K +$90.1K +1,121 New
AIM
1574
Advantage Investment Management
Iowa
$90K +$1.93K +24 +2%
LJHT
1575
Laurie J. Hall Trustee
$90K +$87.6K +1,090 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.