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Visa
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Overview Fund Activity

1,660 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, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1601
Baystate Wealth Management
Massachusetts
$48K +$48K +594 New
JWA
1602
JFS Wealth Advisors
Pennsylvania
$47K -$12K -153 -20%
TFO
1603
Tarbox Family Office
California
$46K – – –
CAL
1604
Capital Advisors Ltd
Ohio
$46K +$5.36K +68 +13%
CFD
1605
Creative Financial Designs
Indiana
$45K +$45K +573 New
CP
1606
Corbenic Partners
Pennsylvania
$42K – – –
FCB
1607
First Command Bank
Texas
$42K +$42K +535 New
FCFS
1608
First Command Financial Services
Texas
$42K +$42K +535 New
FAN
1609
Financial Advisors Network
California
$41.5K +$41.5K +496 New
KKAMG
1610
Kernodle & Katon Asset Management Group
Arkansas
$39K -$5.41K -69 -12%
AIS
1611
Accurate Investment Solutions
Pennsylvania
$39K +$39K +500 New
NSIM
1612
North Star Investment Management
Illinois
$36K +$4.49K +57 +14%
GRP
1613
Global Retirement Partners
California
$36K +$36K +457 New
MWM
1614
MinichMacGregor Wealth Management
New York
$35K +$763 +10 +2%
AP
1615
Atwood & Palmer
Missouri
$33K – – –
ACM
1616
Armbruster Capital Management
New York
$31K – – –
AAC
1617
Asset Advisors Corp
Georgia
$31K – – –
FWM
1618
Focused Wealth Management
New York
$28K – – –
RWG
1619
Regal Wealth Group
California
$28K – – –
AOWM
1620
Alpha Omega Wealth Management
Virginia
$27K – – –
IFA
1621
Interactive Financial Advisors
Illinois
$27K – – –
HI
1622
Hudock Inc
Pennsylvania
$24K +$76 +1 +0.3%
MA
1623
MCF Advisors
Kentucky
$23K -$4.14K -54 -15%
FI
1624
FCM Investments
Texas
$23K – – –
CWM
1625
Cedar Wealth Management
California
$23K – – –
63 64
65
66 67