Visa
1,328 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 515 reducing their positions, and 59 closing their positions.
117% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 59
4% more funds holding
Funds holding: 1,276 → 1,328 (+52)
2% less capital invested
Capital invested by funds: $120B → $118B (-$1.88B)
2% less repeat investments, than reductions
Existing positions increased: 506 | Existing positions reduced: 515
5% less funds holding in top 10
Funds holding in top 10: 175 → 166 (-9)
38% less call options, than puts
Call options by funds: $678M | Put options by funds: $1.1B
279.05% less ownership
Funds ownership: 370.5% → 91.46% (-279%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$510M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$301M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$297M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.24B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$571M |
| 3 |
SA
SPO Advisory
San Anselmo,
California
|
-$357M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$339M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$286M |
V Hedge Fund Activity: Q1 2015 in Review
1,328 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2015, worth a combined $118B — down 1.6% from $120B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new V positions and 59 closed out — a net gain of 69 holders — while 506 added to existing stakes and 515 trimmed.
The largest buyer was Lansdowne Partners (UK), adding an estimated $510M. The largest seller was State Street, cutting an estimated $1.24B.
- 1,328 institutional investors held Visa (V) as of Q1 2015, up from 1,276 in Q4 2014.
- Funds reported $118B of Visa stock for Q1 2015, down 1.6% quarter-over-quarter.
- 128 funds opened new Visa positions in Q1 2015 and 59 closed out, a net change of +69 holders.
- The largest Visa buyer in Q1 2015 was Lansdowne Partners (UK), an estimated $510M added.
- The largest Visa seller in Q1 2015 was State Street, an estimated $1.24B sold.
Based on aggregated 13F filings for Q1 2015.