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Visa
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1,728 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 679 increasing their positions, 715 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $846M

138% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 238 → 284 (+46)

13% more capital invested

Capital invested by funds: $137B → $155B (+$18.1B)

4% more funds holding

Funds holding: 1,664 → 1,728 (+64)

0.75% less ownership

Funds ownership: 94.58% → 93.83% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 715

Holders
1,728
Holders Change
+64
Holders Change %
+3.85%
% of All Funds
43.01%
Holding in Top 10
284
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.33%
% of All Funds
7.07%
New
145
Increased
679
Reduced
715
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.38B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
4
ClearBridge Investments
ClearBridge Investments
New York
+$230M
5
ECU
Egerton Capital (UK)
United Kingdom
+$221M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$554M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$324M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$285M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$262M
5
Renaissance Technologies
Renaissance Technologies
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1726
Wealthcare Capital Management
Virginia
$1K – – –
USGIU
1727
U.S. Global Investors (USGI)
Texas
$720 +$198K +2,300 +40%
NDSI
1728
Newman Dignan & Sheerar Inc
Rhode Island
$613 +$8.6K +100 +1%
AUB
1729
Atlantic Union Bankshares
Virginia
$557 – – –
LPU
1730
Lansdowne Partners (UK)
United Kingdom
– -$111M -1,423,851 Closed
Two Sigma Investments
1731
Two Sigma Investments
New York
– -$64.1M -745,147 Closed
CIBC World Market
1732
CIBC World Market
Ontario, Canada
– -$40.4M -517,434 Closed
CI Investments Inc
1733
CI Investments Inc
Ontario, Canada
– -$37.1M -475,500 Closed
PIP
1734
Permian Investment Partners
Texas
– -$30.2M -386,706 Closed
LCM
1735
Lomas Capital Management
New York
– -$20.8M -267,046 Closed
TCM
1736
TAM Capital Management
Connecticut
– -$20.2M -258,628 Closed
Two Sigma Advisers
1737
Two Sigma Advisers
New York
– -$19.8M -254,168 Closed
NM
1738
Nokota Management
New York
– -$9.75M -125,000 Closed
ACM
1739
ADI Capital Management
New York
– -$9.44M -121,000 Closed
CIM
1740
Calvert Investment Management
Maryland
– -$8.9M -114,078 Closed
AC
1741
Amici Capital
New York
– -$7.91M -101,437 Closed
SCM
1742
Stevens Capital Management
Pennsylvania
– -$7.65M -98,013 Closed
CC
1743
Cipher Capital
New York
– -$4.51M -57,869 Closed
AF
1744
Ally Financial
Michigan
– -$4.13M -53,000 Closed
HSA
1745
Hussman Strategic Advisors
Maryland
– -$3.9M -50,000 Closed
QI
1746
Quotient Investors
New York
– -$2.31M -29,605 Closed
NEIRG
1747
New England Investment & Retirement Group
Massachusetts
– -$1.53M -19,588 Closed
MCM
1748
Maltese Capital Management
New York
– -$1.36M -17,500 Closed
CA
1749
Cornerstone Advisors
North Carolina
– -$1.25M -16,000 Closed
BA
1750
Bridgewater Associates
Connecticut
– -$1.19M -15,200 Closed
68 69
70
71 72

V Hedge Fund Activity: Q1 2017 in Review

1,728 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2017, worth a combined $155B — up 13% from $137B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new V positions and 61 closed out — a net gain of 84 holders — while 679 added to existing stakes and 715 trimmed.

The largest buyer was BlackRock, adding an estimated $9.38B. The largest seller was 1832 Asset Management, cutting an estimated $554M.

  • 1,728 institutional investors held Visa (V) as of Q1 2017, up from 1,664 in Q4 2016.
  • Funds reported $155B of Visa stock for Q1 2017, up 13% quarter-over-quarter.
  • 145 funds opened new Visa positions in Q1 2017 and 61 closed out, a net change of +84 holders.
  • The largest Visa buyer in Q1 2017 was BlackRock, an estimated $9.38B added.
  • The largest Visa seller in Q1 2017 was 1832 Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2017.