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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
SCI
1551
S&CO Inc
Massachusetts
$808K
OC
1552
Oakworth Capital
Alabama
$808K +$381K +2,960 +94%
CCT
1553
Country Club Trust
Missouri
$804K +$94.3K +733 +14%
FPCP
1554
Fort Point Capital Partners
California
$803K +$33.5K +260 +4%
LBC
1555
Lowe Brockenbrough & Co
Virginia
$803K +$51.5K +400 +7%
FRM
1556
Fox Run Management
Connecticut
$800K +$87.8K +682 +13%
RCM
1557
RNC Capital Management
California
$796K +$2.57K +20 +0.3%
CA
1558
Continuum Advisory
Idaho
$796K +$64.2K +499 +9%
LMAM
1559
Legg Mason Asset Management
Japan
$795K -$25.7K -200 -3%
IC
1560
InterOcean Capital
Illinois
$791K +$356K +2,767 +86%
HT
1561
Heritage Trust
Oklahoma
$789K +$30.5K +237 +4%
CCM
1562
CWH Capital Management
Washington
$786K +$332K +2,582 +77%
SGI
1563
Summit Global Investments
Utah
$785K -$40.7K -316 -5%
MA
1564
Mutual Advisors
Nebraska
$785K +$48.7K +378 +7%
CB
1565
Community Bank
New York
$782K +$38.6K +300 +5%
LP
1566
LMR Partners
United Kingdom
$776K -$24.7M -192,270 -97%
AAM
1567
American Asset Management
Florida
$775K +$6.43K +50 +0.9%
BWM
1568
Bernicke Wealth Management
Wisconsin
$772K +$39K +303 +5%
ACG
1569
Allen Capital Group
Nebraska
$770K -$3.22K -25 -0.4%
BST
1570
Bath Savings Trust
Maine
$768K +$103K +800 +16%
BCM
1571
Brown Capital Management
Maryland
$766K
BWM
1572
Brickley Wealth Management
California
$761K
GLA
1573
Good Life Advisors
Pennsylvania
$760K +$66.9K +520 +10%
PCG
1574
Private Capital Group
Connecticut
$758K +$36.3K +282 +5%
UIM
1575
Underhill Investment Management
California
$756K

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.