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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
1901
Crescent Grove Advisors
Illinois
$222K +$225K +1,853 New
PCMK
1902
Paragon Capital Management (Kansas)
Kansas
$221K -$72.1K -595 -24%
CCP
1903
Clarkston Capital Partners
Michigan
$221K +$224K +1,850 New
KA
1904
KLCM Advisors
Wisconsin
$217K -$48.5K -400 -18%
M
1905
MOTCO
Texas
$217K +$58.5K +483 +36%
FCM
1906
FJ Capital Management
Virginia
$217K +$218K +1,800 New
CPH
1907
C Partners Holding
Switzerland
$214K -$71.9K -593 -25%
RA
1908
RFG Advisory
Alabama
$214K -$8.48K -70 -4%
FCIM
1909
Fairview Capital Investment Management
California
$214K
PCA
1910
Peddock Capital Advisors
Massachusetts
$214K
VCM
1911
Vigilant Capital Management
Maine
$214K +$10.1K +83 +5%
PCFFS
1912
Pacific Center for Financial Services
California
$212K
CG
1913
Corundum Group
Colorado
$212K +$215K +1,773 New
PM
1914
Parametrica Management
Hong Kong
$212K +$215K +1,773 New
KA
1915
Kaizen Advisory
Illinois
$210K -$1.22M -10,057 -85%
PC
1916
Peavine Capital
Nevada
$210K
SQA
1917
Simon Quick Advisors
New Jersey
$209K +$11.4K +94 +6%
HCM
1918
HMS Capital Management
Tennessee
$209K +$211K +1,744 New
PEA
1919
Pacific Edge Advisors
California
$207K +$210K +1,733 New
VIM
1920
Veritas Investment Management
United Kingdom
$206K
AFA
1921
Arlington Financial Advisors
California
$205K -$48.5K -400 -19%
TG
1922
TLP Group
Illinois
$205K +$207K +1,710 New
ACM
1923
Advisors Capital Management
New Jersey
$205K +$207K +1,712 New
LC
1924
Lincoln Capital
Nebraska
$204K +$206K +1,703 New
FC
1925
Financial Consulate
Maryland
$204K +$207K +1,707 New

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.