We are live on ! Find out more

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
LWA
1651
Lowe Wealth Advisors
Maryland
$5K
MBT
1652
Monroe Bank & Trust
Michigan
$5K +$4.82K +60 New
AGA
1653
Accuvest Global Advisors
Utah
$5K +$5.31K +66 New
PFGIA
1654
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.31K +66 New
CFS
1655
Commonwealth Financial Services
West Virginia
$3K
FMP
1656
Financial Management Professionals
Texas
$3K
GVT
1657
Genesee Valley Trust
New York
$2.75K -$9.65K -120 -0.3%
MIM
1658
Macroview Investment Management
Maryland
$2K
PCA
1659
Peddock Capital Advisors
Massachusetts
$2K
SA
1660
SRH Advisors
Kansas
$2K
SEC
1661
Seven Eight Capital
New York
$2K +$2.57K +32 New
SLF
1662
Sun Life Financial
Ontario, Canada
$1.01K +$6.27K +78 New
WCM
1663
Wealthcare Capital Management
Virginia
$1K
BFM
1664
Boothbay Fund Management
New York
$620 +$639K +7,952 New
PK
1665
Pflug Koory
Nebraska
$465 +$480K +5,965 New
FPF
1666
FNY Partners Fund
New York
$189 +$195K +2,421 New
MTB
1667
Mizuho Trust & Banking
Japan
-$254M -3,073,443 Closed
TP
1668
Third Point
New York
-$174M -2,100,000 Closed
AT
1669
Alliance Trust
United Kingdom
-$142M -1,713,012 Closed
HCM
1670
Highline Capital Management
New York
-$141M -1,702,100 Closed
CCM
1671
Conatus Capital Management
Connecticut
-$71.1M -859,340 Closed
PHS
1672
PFM Health Sciences
California
-$65.5M -792,535 Closed
ESG
1673
Emerging Sovereign Group
New York
-$59.8M -722,681 Closed
DCM
1674
Dulcet Capital Management
New York
-$49.5M -598,067 Closed
GAMA
1675
Graticule Asia Macro Advisors
New York
-$45.8M -553,800 Closed

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.