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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
RGNCM
1726
R.G. Niederhoffer Capital Management
New York
-$529K -6,400 Closed
OSAM
1727
O'Shaughnessy Asset Management
Connecticut
-$389K -4,701 Closed
PAM
1728
Princeton Alpha Management
New Jersey
-$346K -4,185 Closed
SIG
1729
Schooner Investment Group
Pennsylvania
-$331K -4,000 Closed
IIM
1730
Ivory Investment Management
New York
-$325K -3,934 Closed
TTWM
1731
TCV Trust & Wealth Management
Virginia
-$295K -3,559 Closed
PCM
1732
Pointe Capital Management
Michigan
-$278K -3,368 Closed
HHAA
1733
Henry H. Armstrong Associates
Pennsylvania
-$268K -3,238 Closed
KJHP
1734
K.J. Harrison & Partners
Ontario, Canada
-$263K -3,184 Closed
CSIC
1735
Clifford Swan Investment Counsel
California
-$252K -3,051 Closed
SCA
1736
Sippican Capital Advisors
Massachusetts
-$248K -3,000 Closed
GC
1737
Gratus Capital
Georgia
-$247K -2,982 Closed
OAMG
1738
Odey Asset Management Group
United Kingdom
-$232K -2,800 Closed
CCM
1739
CWH Capital Management
Washington
-$223K -2,700 Closed
EWA
1740
Exencial Wealth Advisors
Oklahoma
-$217K -2,631 Closed
BOS
1741
Bingham Osborn & Scarborough
California
-$216K -2,616 Closed
PCMK
1742
Paragon Capital Management (Kansas)
Kansas
-$211K -2,556 Closed
FNBSF
1743
First National Bank Sioux Falls
South Dakota
-$211K -2,552 Closed
BAM
1744
Berkshire Asset Management
Pennsylvania
-$208K -2,515 Closed
YL
1745
YCG LLC
Texas
-$206K -2,491 Closed
SAM
1746
SignalPoint Asset Management
Missouri
-$204K -2,472 Closed
WIC
1747
Whitegate Investment Counselors
New Hampshire
-$203K -2,450 Closed
PCM
1748
Prelude Capital Management
New York
-$170K -2,055 Closed
GS
1749
GAM Systematic
United Kingdom
-$157K -1,896 Closed
AWM
1750
Avior Wealth Management
Nebraska
-$132K -1,600 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.