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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
RAM
1701
Roanoke Asset Management
New Jersey
$214K +$206K +2,030 New
BHBT
1702
Burke & Herbert Bank & Trust
Virginia
$212K +$204K +2,013 New
NGA
1703
Naples Global Advisors
Florida
$212K +$205K +2,017 New
FA
1704
Fortis Advisors
Pennsylvania
$210K -$195K -1,920 -49%
TF
1705
Tompkins Financial
New York
$210K +$29.5K +291 +17%
BFIM
1706
Beese Fulmer Investment Management
Ohio
$210K +$202K +1,996 New
FBC
1707
Fairfield, Bush & Co
Connecticut
$210K +$203K +2,000 New
HIS
1708
Horizon Investment Services
Indiana
$209K +$201K +1,986 New
SCA
1709
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$202K +1,989 New
LA
1710
LVW Advisors
New York
$208K +$201K +1,978 New
ZF
1711
Zhang Financial
Michigan
$206K +$195K +1,926 New
PP
1712
PagnatoKarp Partners
Virginia
$205K +$198K +1,948 New
ST
1713
Sabal Trust
Florida
$203K +$195K +1,921 New
FPC
1714
Falcon Point Capital
California
$202K +$186K +1,836 New
HBT
1715
Hills Bank & Trust
Iowa
$202K +$195K +1,921 New
BFG
1716
Barber Financial Group
Kansas
$200K +$193K +1,901 New
VNA
1717
VNBTrust National Association
Virginia
$200K +$193K +1,905 New
HAM
1718
Highstreet Asset Management
Ontario, Canada
$191K +$184K +1,811 New
CG
1719
Cutler Group
California
$189K -$421K -4,150 -70%
PCA
1720
Peddock Capital Advisors
Massachusetts
$188K
PCFFS
1721
Pacific Center for Financial Services
California
$186K
SEIA
1722
Signature Estate & Investment Advisors
California
$185K +$7.61K +75 +4%
VIM
1723
Veritas Investment Management
United Kingdom
$182K +$63.4K +625 +57%
DAM
1724
Delta Asset Management
Tennessee
$181K
WIM
1725
Westside Investment Management
California
$180K

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.