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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
1776
Domani Wealth
Pennsylvania
$418K +$110K +735 +36%
BWM
1777
Buckley Wealth Management
Nevada
$415K +$60.4K +402 +17%
UAS
1778
United Asset Strategies
New York
$414K -$1.51M -10,066 -78%
WRM
1779
Weybosset Research & Management
Rhode Island
$412K – – –
SFM
1780
Signet Financial Management
New Jersey
$410K +$30K +200 +8%
AEPG
1781
American Economic Planning Group
New Jersey
$408K -$3.6K -24 -0.9%
SCA
1782
Sippican Capital Advisors
Massachusetts
$407K – – –
STMM
1783
South Texas Money Management
Texas
$406K +$83.4K +556 +26%
CSM
1784
CAMG Solamere Management
North Carolina
$405K -$133K -887 -25%
Aristotle Capital Management
1785
Aristotle Capital Management
California
$405K – – –
HBT
1786
Hills Bank & Trust
Iowa
$405K +$103K +689 +34%
SIM
1787
Sadoff Investment Management
Wisconsin
$404K -$7.5K -50 -2%
SIG
1788
Sky Investment Group
Connecticut
$403K – – –
SCM
1789
SOL Capital Management
Maryland
$399K -$37.6K -250 -9%
ALIONA
1790
Allianz Life Insurance of North America
Minnesota
$394K -$22.2K -148 -5%
CWA
1791
Clarus Wealth Advisors
Arizona
$392K -$22.2K -148 -5%
CCG
1792
Chatham Capital Group
Georgia
$390K +$390K +2,600 New
ACM
1793
Advisors Capital Management
New Jersey
$387K +$102K +682 +36%
EFSCE
1794
Enterprise Financial Services Corp (EFSC)
Missouri
$384K +$12.3K +82 +3%
WAM
1795
Winslow Asset Management
Ohio
$383K – – –
JWM
1796
JGP Wealth Management
Oregon
$380K -$7.35K -49 -2%
CBA
1797
Coastal Bridge Advisors
Connecticut
$379K -$44.6K -297 -11%
HFP
1798
Holistic Financial Partners
Indiana
$379K +$379K +2,522 New
CBN
1799
Cadence Bank NA
Texas
$378K -$18.6K -124 -5%
NEPWA
1800
New England Private Wealth Advisors
Massachusetts
$378K +$300 +2 +0.1%
70 71
72
73 74