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1,829 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 707 increasing their positions, 773 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.92B | Put options by funds: $1.37B

126% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $162B → $180B (+$18B)

8% more funds holding in top 10

Funds holding in top 10: 281304 (+23)

3% more funds holding

Funds holding: 1,7721,829 (+57)

0.02% less ownership

Funds ownership: 93.52%93.5% (-0.02%)

9% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 773

Holders
1,829
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.59%
Holding in Top 10
304
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.19%
% of All Funds
7.58%
New
131
Increased
707
Reduced
773
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1626
Sky Investment Group
Connecticut
$283K
KF
1627
Krilogy Financial
Missouri
$283K +$12.1K +119 +5%
HIC
1628
Harvey Investment Company
Kentucky
$281K
HMS
1629
Hanseatic Management Services
New Mexico
$279K +$269K +2,653 New
AIP
1630
Ahrens Investment Partners
Louisiana
$278K +$7.61K +75 +3%
LBG
1631
Lloyds Banking Group
United Kingdom
$277K -$61.5K -606 -18%
SGK
1632
Steigerwald Gordon & Koch
Virginia
$277K
WG
1633
Winton Group
United Kingdom
$276K -$196K -1,931 -42%
AWE
1634
Avidian Wealth Enterprises
Texas
$275K -$45.5K -449 -15%
CPO
1635
Cerity Partners OCIO
New York
$275K +$101 +1 +0%
FAM
1636
Formidable Asset Management
Ohio
$275K +$36.8K +363 +16%
JFGLC
1637
Johnson Financial Group LLC (Colorado)
Colorado
$274K -$507 -5 -0.2%
CBA
1638
Coastal Bridge Advisors
Connecticut
$274K +$264K +2,601 New
SMH
1639
Sanders Morris Harris
Texas
$273K
BL
1640
BFSG LLC
California
$273K +$7.71K +76 +3%
AB
1641
AT Bancorp
Iowa
$272K -$568K -5,601 -68%
CBN
1642
Cadence Bank NA
Texas
$272K -$10.6K -105 -4%
BCM
1643
Blume Capital Management
California
$270K
EFSCE
1644
Enterprise Financial Services Corp (EFSC)
Missouri
$270K
GS
1645
GAM Systematic
United Kingdom
$270K +$260K +2,566 New
CI
1646
Cavalier Investments
Georgia
$268K
HFM
1647
Harvest Fund Management
China
$268K
WAM
1648
Winslow Asset Management
Ohio
$268K
IIA
1649
IPG Investment Advisors
California
$267K -$26.6K -262 -9%
WPA
1650
West Paces Advisors
Georgia
$267K

V Hedge Fund Activity: Q3 2017 in Review

1,829 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2017, worth a combined $180B — up 11% from $162B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new V positions and 58 closed out — a net gain of 73 holders — while 707 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $439M. The largest seller was Citadel Advisors, cutting an estimated $548M.

  • 1,829 institutional investors held Visa (V) as of Q3 2017, up from 1,772 in Q2 2017.
  • Funds reported $180B of Visa stock for Q3 2017, up 11% quarter-over-quarter.
  • 131 funds opened new Visa positions in Q3 2017 and 58 closed out, a net change of +73 holders.
  • The largest Visa buyer in Q3 2017 was Bank of America, an estimated $439M added.
  • The largest Visa seller in Q3 2017 was Citadel Advisors, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.