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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1726
Trust Asset Management
Texas
$456K +$443K +3,440 New
BCA
1727
Berman Capital Advisors
Georgia
$455K -$6.82K -53 -2%
ECM
1728
Elgethun Capital Management
South Dakota
$452K
BFA
1729
Bragg Financial Advisors
North Carolina
$451K
CCMD
1730
Cypress Capital Management (Delaware)
Delaware
$451K
HFM
1731
Harvest Fund Management
China
$451K
RGIA
1732
Rainier Group Investment Advisory
Washington
$448K -$70.8K -550 -14%
BL
1733
BFSG LLC
California
$448K +$36.2K +281 +9%
DWM
1734
Darwin Wealth Management
Florida
$448K +$44K +342 +11%
NSIM
1735
North Star Investment Management
Illinois
$442K +$64.7K +503 +18%
CCB
1736
Cutter & Co Brokerage
Missouri
$441K +$1.03K +8 +0.2%
AF
1737
Advisornet Financial
Minnesota
$441K +$53.9K +419 +14%
FNBSF
1738
First National Bank Sioux Falls
South Dakota
$441K +$129K +1,000 +43%
PGWM
1739
Parisi Gray Wealth Management
New Jersey
$440K +$33.9K +263 +9%
AWM
1740
Aevitas Wealth Management
Massachusetts
$438K
SIM
1741
SSI Investment Management
California
$436K -$58.3K -453 -12%
BB
1742
Busey Bank
Illinois
$433K -$94.7K -736 -18%
PCM
1743
PenderFund Capital Management
British Columbia, Canada
$433K
BC
1744
Bartlett & Co
Ohio
$428K -$27K -210 -6%
BCWM
1745
Bartlett & Co Wealth Management
Ohio
$428K -$27K -210 -6%
PA
1746
Probity Advisors
Texas
$427K
FNBOO
1747
First National Bank of Omaha
Nebraska
$426K -$9.4K -73 -2%
MIM
1748
Marco Investment Management
Georgia
$423K
WDL
1749
Well Done LLC
Michigan
$419K +$64.4K +500 +19%
SAM
1750
SignalPoint Asset Management
Missouri
$415K +$10.3K +80 +3%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.