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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1701
Americafirst Capital Management
California
$78K +$76.9K +829 New
ADGIPS2
1702
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$78K +$76.9K +829 New
MIC
1703
MU Investments Company
Japan
$76K -$23.2K -250 -24%
CCM
1704
Cribstone Capital Management
Maine
$75K +$4.64K +50 +7%
BWA
1705
Burt Wealth Advisors
Maryland
$73K
WAM
1706
Watermark Asset Management
California
$69K -$8.91K -96 -11%
BWM
1707
Baystate Wealth Management
Massachusetts
$68K +$27.8K +300 +75%
FPF
1708
FNY Partners Fund
New York
$67K -$5.57K -60 -8%
AWM
1709
Avior Wealth Management
Nebraska
$66K -$271K -2,921 -81%
FPB
1710
First PREMIER Bank
South Dakota
$66K -$46.4K -500 -42%
HCC
1711
Hirtle Callaghan & Co
Pennsylvania
$66K -$16.3K -176 -20%
TJHA
1712
Thomas J. Herzfeld Advisors
Florida
$65K +$93 +1 +0.1%
CFD
1713
Creative Financial Designs
Indiana
$64K +$4.64K +50 +8%
VCM
1714
Vigilant Capital Management
Maine
$62K
CFA
1715
Camarda Financial Advisors
Florida
$60K
PFO
1716
Pathstone Family Office
New Jersey
$59K +$18.7K +202 +48%
GBBWRPM
1717
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$58K
RFWA
1718
RPg Family Wealth Advisory
Massachusetts
$57.5K +$37.4K +403 +192%
FCB
1719
First Command Bank
Texas
$56K
FCFS
1720
First Command Financial Services
Texas
$56K
CAL
1721
Capital Advisors Ltd
Ohio
$55K
KPCM
1722
Kings Point Capital Management
New York
$51K +$25.9K +279 +106%
FFW
1723
Fusion Family Wealth
New York
$50K -$9.74K -105 -16%
CP
1724
Corbenic Partners
Pennsylvania
$50K
AI
1725
ArchPoint Investors
Florida
$47K

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.