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2,385 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 964 increasing their positions, 1,026 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $256B → $282B (+$26.6B)

8% more funds holding in top 10

Funds holding in top 10: 528571 (+43)

1% more funds holding

Funds holding: 2,3582,385 (+27)

0.03% more ownership

Funds ownership: 93.73%93.76% (+0.03%)

0% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.65B

6% less repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 1,026

Holders
2,385
Holders Change
+27
Holders Change %
+1.15%
% of All Funds
51.79%
Holding in Top 10
571
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.14%
% of All Funds
12.4%
New
121
Increased
964
Reduced
1,026
Closed
67
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2151
Private Management Group
California
$271K
PGA
2152
Portland Global Advisors
Maine
$270K +$24.7K +151 +11%
OHS
2153
Odey Holdings (Switzerland)
Switzerland
$269K +$172K +1,050 +210%
BC
2154
Barnett & Company
Tennessee
$267K
PCM
2155
PenderFund Capital Management
British Columbia, Canada
$267K
KFA
2156
Kays Financial Advisory
Georgia
$267K +$164 +1 +0.1%
B
2157
Bridgeworth
Alabama
$267K +$39.1K +239 +18%
WCM
2158
Wallace Capital Management
Texas
$266K -$5.4K -33 -2%
ONST
2159
Old North State Trust
North Carolina
$265K -$106K -648 -30%
VAM
2160
Verity Asset Management
North Carolina
$264K -$23.7K -145 -9%
FI
2161
Financial Insights
Washington
$263K
CASB
2162
Cape Ann Savings Bank
Massachusetts
$263K +$248K +1,515 New
PCM
2163
Price Capital Management
Louisiana
$261K -$5.18M -31,615 -95%
LC
2164
LCNB Corp
Ohio
$261K +$3.93K +24 +2%
MIAS
2165
Mason Investment Advisory Services
Virginia
$260K
GCAC
2166
Guardian Capital Advisors (Canada)
Ontario, Canada
$260K +$241K +1,473 New
EFL
2167
ERn Financial LLC
Wisconsin
$258K -$32.6K -199 -12%
WPA
2168
West Paces Advisors
Georgia
$257K
SGA
2169
Strategic Global Advisors
California
$256K +$242K +1,475 New
LRIA
2170
Leonard Rickey Investment Advisors
Washington
$255K +$22.3K +136 +10%
SNBOSD
2171
Security National Bank of So Dak
Iowa
$254K
NFG
2172
NewFocus Financial Group
Washington
$254K +$240K +1,465 New
FFG
2173
Frisch Financial Group
New York
$252K +$327 +2 +0.1%
VNB
2174
Virginia National Bank
Virginia
$251K -$9.5K -58 -4%
MA
2175
MONECO Advisors
Connecticut
$250K -$94.6K -578 -29%

V Hedge Fund Activity: Q2 2019 in Review

2,385 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2019, worth a combined $282B — up 10% from $256B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 67 closed out — a net gain of 54 holders — while 964 added to existing stakes and 1,026 trimmed.

The largest buyer was Nuveen, adding an estimated $2.6B. The largest seller was JP Morgan Chase, cutting an estimated $801M.

  • 2,385 institutional investors held Visa (V) as of Q2 2019, up from 2,358 in Q1 2019.
  • Funds reported $282B of Visa stock for Q2 2019, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2019 and 67 closed out, a net change of +54 holders.
  • The largest Visa buyer in Q2 2019 was Nuveen, an estimated $2.6B added.
  • The largest Visa seller in Q2 2019 was JP Morgan Chase, an estimated $801M sold.

Based on aggregated 13F filings for Q2 2019.