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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
HDIM
1751
Hanson & Doremus Investment Management
Vermont
$103K
WI
1752
Welch Investments
Alabama
$101K +$97.8K +964 New
LWM
1753
Lenox Wealth Management
Ohio
$100K +$1.93K +19 +2%
OFW
1754
Omnia Family Wealth
Florida
$97K -$18.3K -180 -16%
BWM
1755
Baystate Wealth Management
Massachusetts
$85K +$9.43K +93 +13%
CCM
1756
Cribstone Capital Management
Maine
$84K
TJHA
1757
Thomas J. Herzfeld Advisors
Florida
$81K +$7.91K +78 +11%
HCA
1758
Horan Capital Advisors
Ohio
$81K +$78.3K +772 New
CFD
1759
Creative Financial Designs
Indiana
$80K +$8.11K +80 +12%
VCM
1760
Vigilant Capital Management
Maine
$78K +$8.11K +80 +12%
ACM
1761
Americafirst Capital Management
California
$77.1K -$9.74K -96 -12%
AF
1762
Allworth Financial
California
$75K +$23.9K +236 +49%
FPB
1763
First PREMIER Bank
South Dakota
$74K
HCC
1764
Hirtle Callaghan & Co
Pennsylvania
$74K
CFA
1765
Camarda Financial Advisors
Florida
$67K
WAM
1766
Watermark Asset Management
California
$66K -$11.7K -115 -16%
GBBWRPM
1767
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$66K
MIC
1768
MU Investments Company
Japan
$65K -$18.3K -180 -23%
FCB
1769
First Command Bank
Texas
$63K
FCFS
1770
First Command Financial Services
Texas
$63K
CAL
1771
Capital Advisors Ltd
Ohio
$61K
SIM
1772
Sonora Investment Management
Arizona
$57.1K +$4.36K +43 +9%
AWM
1773
Avior Wealth Management
Nebraska
$53K -$20.3K -200 -29%
AI
1774
ArchPoint Investors
Florida
$53K
CTB
1775
Country Trust Bank
Illinois
$53K +$3.35K +33 +7%

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.