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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
M
1601
MOTCO
Texas
$53K -$25.5K -317 -32%
VCM
1602
Vigilant Capital Management
Maine
$51K -$8.04K -100 -13%
CFA
1603
Camarda Financial Advisors
Florida
$50K -$6.19K -77 -11%
TIM
1604
Tortoise Investment Management
New York
$50K
BWM
1605
Baystate Wealth Management
Massachusetts
$48K +$47.8K +594 New
JWA
1606
JFS Wealth Advisors
Pennsylvania
$47K -$12.3K -153 -20%
TFO
1607
Tarbox Family Office
California
$46K
CAL
1608
Capital Advisors Ltd
Ohio
$46K +$5.47K +68 +13%
CFD
1609
Creative Financial Designs
Indiana
$45K +$46.1K +573 New
CP
1610
Corbenic Partners
Pennsylvania
$42K
FCB
1611
First Command Bank
Texas
$42K +$43K +535 New
FCFS
1612
First Command Financial Services
Texas
$42K +$43K +535 New
FAN
1613
Financial Advisors Network
California
$41.5K +$39.9K +496 New
KKAMG
1614
Kernodle & Katon Asset Management Group
Arkansas
$39K -$5.55K -69 -12%
AIS
1615
Accurate Investment Solutions
Pennsylvania
$39K +$40.2K +500 New
NSIM
1616
North Star Investment Management
Illinois
$36K +$4.58K +57 +14%
GRP
1617
Global Retirement Partners
California
$36K +$36.7K +457 New
MWM
1618
MinichMacGregor Wealth Management
New York
$35K +$804 +10 +2%
AP
1619
Atwood & Palmer
Missouri
$33K
ACM
1620
Armbruster Capital Management
New York
$31K
AAC
1621
Asset Advisors Corp
Georgia
$31K
FWM
1622
Focused Wealth Management
New York
$28K
RWG
1623
Regal Wealth Group
California
$28K
AOWM
1624
Alpha Omega Wealth Management
Virginia
$27K
IFA
1625
Interactive Financial Advisors
Illinois
$27K

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.