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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
JWM
1801
JGP Wealth Management
Oregon
$342K +$333K +2,584 New
TIM
1802
Tikehau Investment Management
France
$341K
1WA
1803
180 Wealth Advisors
Washington
$340K +$1.93K +15 +0.6%
WAM
1804
Winslow Asset Management
Ohio
$338K
CAM
1805
Cozad Asset Management
Illinois
$336K +$326K +2,535 New
SFM
1806
Signet Financial Management
New Jersey
$335K -$34.2K -266 -10%
PAS
1807
Partnervest Advisory Services
California
$335K +$326K +2,531 New
NEPWA
1808
New England Private Wealth Advisors
Massachusetts
$333K -$257 -2 -0.1%
RFO
1809
RiverGlades Family Offices
Florida
$333K
TIM
1810
Tortoise Investment Management
New York
$332K
TC
1811
Toews Corporation
New Jersey
$331K -$669K -5,200 -68%
HL
1812
HeadInvest LLC
Maine
$331K +$16.7K +130 +5%
CCMG
1813
Clark Capital Management Group
Pennsylvania
$330K -$228K -1,770 -42%
CFA
1814
Capstone Financial Advisors
Illinois
$330K -$78.1K -607 -20%
CAG
1815
Csenge Advisory Group
Florida
$330K -$76.6K -595 -19%
CWA
1816
Clarus Wealth Advisors
Arizona
$330K
EFSCE
1817
Enterprise Financial Services Corp (EFSC)
Missouri
$328K +$3.48K +27 +1%
FHB
1818
First Hawaiian Bank
Hawaii
$327K -$62.7K -487 -16%
ME
1819
McIlrath & Eck
Washington
$326K +$7.59K +59 +2%
WIP
1820
Wellesley Investment Partners
Massachusetts
$324K -$1.93K -15 -0.6%
BAM
1821
Belpointe Asset Management
Nevada
$323K +$27.4K +213 +10%
PV
1822
Private Vista
Illinois
$322K -$17.4K -135 -5%
LA
1823
LexAurum Advisors
Kansas
$322K -$129 -1 -0%
POIA
1824
Pin Oak Investment Advisors
Texas
$322K +$386 +3 +0.1%
AIP
1825
Ahrens Investment Partners
Louisiana
$321K +$6.18K +48 +2%

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.