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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
MCA
1576
Mercer Capital Advisers
New Jersey
$89K -$4.02K -50 -4%
DIA
1577
Davidson Investment Advisors
Montana
$89K +$11K +137 +13%
RPG
1578
Risk Paradigm Group
Texas
$88.2K +$9.24K +115 +11%
EF
1579
Empirical Finance
Pennsylvania
$88K +$89.7K +1,116 New
VIM
1580
Veritas Investment Management
United Kingdom
$86K
SIM
1581
Sonora Investment Management
Arizona
$85.8K
AA
1582
Apriem Advisors
California
$85K -$12.7K -158 -13%
APSP
1583
Asset Planning Services (Pennsylvania)
Pennsylvania
$78K
HCM
1584
Highlander Capital Management
New Jersey
$78K
LWM
1585
LBA Wealth Management
Florida
$78K
WC
1586
Whitnell & Co
Illinois
$78K
JGIA
1587
Jackson Grant Investment Advisers
Connecticut
$77K -$18.2K -226 -19%
BC
1588
Barnett & Company
Tennessee
$77K
EARNEST Partners
1589
EARNEST Partners
Georgia
$73K +$74.8K +931 New
HDIM
1590
Hanson & Doremus Investment Management
Vermont
$71K
WIM
1591
Westside Investment Management
California
$69.7K +$68.5K +852 New
HCC
1592
Hirtle Callaghan & Co
Pennsylvania
$68K -$41.8K -520 -37%
CHP
1593
Cable Hill Partners
Oregon
$63K -$26.9K -334 -29%
AWM
1594
AllSquare Wealth Management
New York
$62K
CCM
1595
Cribstone Capital Management
Maine
$61K -$11.2K -139 -16%
BWA
1596
Burt Wealth Advisors
Maryland
$61K
RFWA
1597
RPg Family Wealth Advisory
Massachusetts
$60.4K -$3.77M -46,900 -98%
GBBWRPM
1598
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K
RBC
1599
Roble Belko & Company
Pennsylvania
$55K +$43.3K +539 +327%
TJHA
1600
Thomas J. Herzfeld Advisors
Florida
$54K +$80 +1 +0.1%

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.