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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 %
CS
1851
Cannell & Spears
New York
$316K -$6.61K -44 -2%
GAB
1852
German American Bancorp
Indiana
$314K -$7.67K -51 -2%
SFWA
1853
Summit Financial Wealth Advisors
Louisiana
$312K -$150K -1,091 -32%
VCM
1854
Vigilant Capital Management
Maine
$312K +$600 +4 +0.2%
GWM
1855
Greenwich Wealth Management
Connecticut
$312K +$77.4K +516 +33%
AAM
1856
Autus Asset Management
Arizona
$312K +$84.6K +563 +37%
EWM
1857
Empirical Wealth Management
Washington
$311K -$154K -1,026 -33%
AW
1858
Alpha Windward
Massachusetts
$311K -$19.1K -127 -6%
CCP
1859
Clarkston Capital Partners
Michigan
$311K -$11.2K -75 -3%
PL
1860
Plancorp LLC
Missouri
$310K – – –
TW
1861
Transform Wealth
Colorado
$309K -$105K -700 -25%
SGA
1862
Strategic Global Advisors
California
$306K – – –
RAM
1863
Roanoke Asset Management
New Jersey
$305K – – –
KA
1864
KLCM Advisors
Wisconsin
$305K +$74.9K +500 +33%
IWA
1865
Inspirion Wealth Advisors
Illinois
$304K -$13.5K -90 -4%
PWSG
1866
Pacific Wealth Strategies Group
California
$303K -$28.5K -190 -9%
Diamond Hill Capital Management
1867
Diamond Hill Capital Management
Ohio
$303K +$15.8K +105 +5%
AAP
1868
Arax Advisory Partners
Colorado
$302K -$168K -1,121 -36%
BHBT
1869
Burke & Herbert Bank & Trust
Virginia
$302K – – –
AR
1870
Advisory Research
Illinois
$302K +$13.7K +91 +5%
SFG
1871
StrategIQ Financial Group
Indiana
$302K +$23.3K +155 +8%
FC
1872
Fulcrum Capital
Washington
$302K +$302K +2,011 New
CT
1873
CPF Texas
Texas
$300K – – –
FBC
1874
Fairfield, Bush & Co
Connecticut
$300K – – –
CBTWT
1875
Community Bank & Trust (Waco, Texas)
Texas
$300K +$300K +1,997 New
73 74
75
76 77