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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1551
Elgethun Capital Management
South Dakota
$320K -$37.1K -400 -10%
CWM
1552
Concert Wealth Management
California
$319K -$871K -9,387 -73%
CCMD
1553
Cypress Capital Management (Delaware)
Delaware
$319K +$316K +3,404 New
WDL
1554
Well Done LLC
Michigan
$318K +$11.5K +124 +4%
PCM
1555
Pointe Capital Management
Michigan
$317K -$9.93K -107 -3%
FHB
1556
First Hawaiian Bank
Hawaii
$316K -$27.6K -297 -8%
EAM
1557
Eagle Asset Management
Florida
$316K +$13.6K +146 +5%
AR
1558
Advisory Research
Illinois
$316K +$313K +3,374 New
SFWA
1559
Summit Financial Wealth Advisors
Louisiana
$314K -$8.82K -95 -3%
KLI
1560
Kelman-Lazarov Inc
Tennessee
$314K +$311K +3,350 New
SHCM
1561
Stokes & Hubbell Capital Management
Louisiana
$313K +$65.7K +708 +27%
RS
1562
Robeco Schweiz
Switzerland
$312K +$37.1K +400 +14%
BFA
1563
Bragg Financial Advisors
North Carolina
$311K +$308K +3,320 New
LBG
1564
Lloyds Banking Group
United Kingdom
$308K -$63.1K -680 -17%
BC
1565
Bartlett & Co
Ohio
$307K
CFMC
1566
Curbstone Financial Management Corp
New Hampshire
$304K
CCB
1567
Cutter & Co Brokerage
Missouri
$303K +$300K +3,235 New
PA
1568
Probity Advisors
Texas
$301K -$15.7K -169 -5%
PCMK
1569
Paragon Capital Management (Kansas)
Kansas
$299K +$33.4K +360 +13%
HPWM
1570
Highland Private Wealth Management
Washington
$298K +$72.3K +779 +33%
CCM
1571
Conatus Capital Management
Connecticut
$295K +$292K +3,150 New
TWA
1572
TCI Wealth Advisors
Arizona
$293K +$15K +162 +5%
Squarepoint
1573
Squarepoint
New York
$292K +$289K +3,119 New
Kovitz Investment Group Partners
1574
Kovitz Investment Group Partners
Illinois
$290K +$287K +3,094 New
DMC
1575
Drexel Morgan & Co
Pennsylvania
$288K

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.