Visa
2,147 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 799 increasing their positions, 949 reducing their positions, and 64 closing their positions.
77% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 64
13% more capital invested
Capital invested by funds: $219B → $246B (+$27.7B)
10% more funds holding in top 10
Funds holding in top 10: 430 → 471 (+41)
1% more funds holding
Funds holding: 2,120 → 2,147 (+27)
0.45% less ownership
Funds ownership: 92.77% → 92.32% (-0.45%)
6% less call options, than puts
Call options by funds: $2.05B | Put options by funds: $2.17B
16% less repeat investments, than reductions
Existing positions increased: 799 | Existing positions reduced: 949
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$625M |
| 2 |
State Street
Boston,
Massachusetts
|
+$513M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$302M |
| 4 |
Goldman Sachs
New York
|
+$236M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$218M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$533M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$333M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$278M |
| 4 |
Jennison Associates
New York
|
-$221M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$207M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PO
2201
Private Ocean
San Rafael,
California
| – | -$53K | -400 | Closed |
|
|
T2I
2202
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$39.8K | -280 | Closed |
|
|
PGA
2203
Premia Global Advisors
Coral Gables,
Florida
| – | -$31K | -242 | Closed |
|
|
MPPLM
2204
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| – | -$31K | -234 | Closed |
|
|
PCM
2205
Peak Capital Management
Greenwood Village,
Colorado
| – | -$27K | -203 | Closed |
|
|
CFC
2206
Coyle Financial Counsel
Glenview,
Illinois
| – | -$16K | -118 | Closed |
|
|
JAM
2207
Jolley Asset Management
Rocky Mount,
North Carolina
| – | -$15K | -110 | Closed |
|
2208
Simplex Trading
Chicago,
Illinois
| – | -$14.2K | -100 | Closed |
|
|
CCMIC
2209
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| – | -$11K | -85 | Closed |
|
|
KCPG
2210
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$7K | -50 | Closed |
|
|
WCM
2211
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -12 | Closed |
|
V Hedge Fund Activity: Q3 2018 in Review
2,147 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2018, worth a combined $246B — up 13% from $219B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new V positions and 64 closed out — a net gain of 49 holders — while 799 added to existing stakes and 949 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $625M. The largest seller was Capital World Investors, cutting an estimated $533M.
- 2,147 institutional investors held Visa (V) as of Q3 2018, up from 2,120 in Q2 2018.
- Funds reported $246B of Visa stock for Q3 2018, up 13% quarter-over-quarter.
- 113 funds opened new Visa positions in Q3 2018 and 64 closed out, a net change of +49 holders.
- The largest Visa buyer in Q3 2018 was Capital Research Global Investors, an estimated $625M added.
- The largest Visa seller in Q3 2018 was Capital World Investors, an estimated $533M sold.
Based on aggregated 13F filings for Q3 2018.