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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
HI
1626
Hudock Inc
Pennsylvania
$24K +$80 +1 +0.3%
MA
1627
MCF Advisors
Kentucky
$23K -$4.34K -54 -15%
CWM
1628
Cedar Wealth Management
California
$23K
FI
1629
FCM Investments
Texas
$23K
QAM
1630
QCI Asset Management
New York
$22K +$6.43K +80 +41%
HRC
1631
Hoertkorn Richard Charles
$21K
KPCM
1632
Kings Point Capital Management
New York
$21K
AC
1633
Alexandria Capital
Virginia
$21K +$965 +12 +5%
HR
1634
Howe & Rusling
New York
$21K +$14.5K +180 +205%
NFM
1635
North Forty Management
Washington
$19K +$19.3K +240 New
RFM
1636
Royal Fund Management
Florida
$19K +$20.1K +250 New
IR
1637
Invictus RG
Bermuda
$18K -$2.09K -26 -10%
TP
1638
Truvvo Partners
New York
$15.6K
HFM
1639
Harvest Fund Management
China
$15K +$15.8K +196 New
DPA
1640
Delphi Private Advisors
California
$14K
AA
1641
AlphaMark Advisors
Kentucky
$11K +$1.77K +22 +19%
LS
1642
Livforsakringsbolaget Skandia
Sweden
$10.5K +$2.19M +27,247 +25%
SCA
1643
Stuart Chaussee & Associates
California
$10K
EWM
1644
Edge Wealth Management
New York
$9K
JAM
1645
Jolley Asset Management
North Carolina
$9K +$8.84K +110 New
SIAP
1646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$12.4K +154 New
SFPIA
1647
Stevens First Principles Investment Advisors
California
$8K
CIM
1648
Contravisory Investment Management
Massachusetts
$6K
KTC
1649
Kistler-Tiffany Companies
Pennsylvania
$6K
CF
1650
CenterStar Fund
Illinois
$5K

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.