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Visa
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Overview Fund Activity

2,032 hedge funds and large institutions have $192B invested in Visa in 2017 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 748 increasing their positions, 769 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+207
Holders Change %
+11.34%
% of All Funds
46.15%
Holding in Top 10
334
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.6%
% of All Funds
7.59%
New
287
Increased
748
Reduced
769
Closed
59
Calls
$4.28B
Puts
$2.12B
Net Calls
+$2.15B
Net Calls Change
-$402M

Top Buyers

1
BlackRock
BlackRock
New York
+$340M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$300M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$177M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$134M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$124M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$296M
5
Citadel Advisors
Citadel Advisors
Florida
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
1626
Buffington Mohr McNeal
Idaho
$485K – – –
GIP
1627
Greatmark Investment Partners
Georgia
$485K – – –
PCIA
1628
Prime Capital Investment Advisors
Kansas
$479K +$479K +4,200 New
AWA
1629
Arete Wealth Advisors
Illinois
$477K +$7.64K +67 +2%
SIAS
1630
Shine Investment Advisory Services
Colorado
$473K – – –
CWM
1631
Circle Wealth Management
New Jersey
$471K +$798 +7 +0.2%
GC
1632
Gratry & Company
Ohio
$466K -$280K -2,456 -38%
CAC
1633
Certified Advisory Corp
Florida
$465K +$465K +4,082 New
GIA
1634
Guyasuta Investment Advisors
Pennsylvania
$464K +$34.2K +300 +8%
SP
1635
SWS Partners
Ohio
$464K +$464K +4,072 New
VV
1636
Verity & Verity
South Carolina
$463K +$12K +105 +3%
ACA
1637
Ackerman Capital Advisors
Texas
$461K +$461K +4,382 New
MCM
1638
MV Capital Management
Maryland
$459K -$7.52K -66 -2%
VWM
1639
Venturi Wealth Management
Texas
$459K +$30K +263 +7%
FPS
1640
Fieldpoint Private Securities
Connecticut
$457K -$1.26M -11,069 -73%
SGM
1641
Skye Global Management
Florida
$457K +$457K +4,000 New
VCWA
1642
Vanguard Capital Wealth Advisors
Colorado
$456K +$456K +4,000 New
BMC
1643
Beaton Management Company
Massachusetts
$456K – – –
WWM
1644
Windsor Wealth Management
Indiana
$455K +$455K +3,988 New
MFW
1645
Mosaic Family Wealth
Missouri
$454K -$449K -3,936 -50%
JIC
1646
Joel Isaacson & Co
New York
$452K – – –
KFA
1647
Kabarec Financial Advisors
Illinois
$445K +$445K +3,899 New
MPIA
1648
Mountain Pacific Investment Advisers
Idaho
$443K – – –
FC
1649
Fayerweather Charles
$440K -$70.7K -620 -14%
SCM
1650
Southport Capital Management
Tennessee
$436K +$436K +3,822 New
64 65
66
67 68