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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1626
Virtue Capital Management
Tennessee
$630K -$97.6K -758 -14%
SBSB
1627
Sullivan, Bruyette, Speros & Blaney
Virginia
$630K
QCG
1628
Quadrant Capital Group
Ohio
$628K -$34.9K -271 -5%
BCM
1629
Brasada Capital Management
Texas
$628K +$68K +528 +13%
LCM
1630
Leisure Capital Management
California
$627K +$304K +2,360 +99%
CL
1631
CPWM LLC
Washington
$626K +$9.27K +72 +2%
VV
1632
Verity & Verity
South Carolina
$623K -$12.9K -100 -2%
UC
1633
Unio Capital
New Jersey
$623K +$25.7K +200 +4%
LFR
1634
Lehman Financial Resources
Pennsylvania
$622K
BFO
1635
Biltmore Family Office
North Carolina
$619K -$267K -2,075 -31%
WIC
1636
Whitegate Investment Counselors
New Hampshire
$614K -$11.6K -90 -2%
OPA
1637
Old Port Advisors
Maine
$613K +$595K +4,626 New
TPW
1638
Tiller Private Wealth
Pennsylvania
$610K +$257 +2 +0%
LBA
1639
Letko, Brosseau & Associates
Quebec, Canada
$610K +$5.79K +45 +1%
KSA
1640
Ken Stern & Associates
California
$608K
JA
1641
JLB & Associates
Michigan
$605K
HAIM
1642
Hunter Associates Investment Management
Pennsylvania
$604K -$7.72K -60 -1%
AC
1643
Avestar Capital
New York
$604K +$9.01K +70 +1%
KM
1644
Kalos Management
Georgia
$602K +$650K +5,049 New
MWP
1645
MYCIO Wealth Partners
Pennsylvania
$598K +$38.9K +302 +7%
MCM
1646
MV Capital Management
Maryland
$597K -$3.22K -25 -0.6%
CAM
1647
CenterStar Asset Management
Illinois
$597K
WWM
1648
Windsor Wealth Management
Indiana
$596K +$69.5K +540 +14%
OIA
1649
OneDigital Investment Advisors
Kansas
$593K +$62.6K +486 +12%
LWA
1650
Lenox Wealth Advisors
New York
$591K -$9.65K -75 -2%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.