Visa
1,532 hedge funds and large institutions have $139B invested in Visa in 2015 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 623 increasing their positions, 557 reducing their positions, and 70 closing their positions.
159% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 70
12% more repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 557
10% more capital invested
Capital invested by funds: $126B → $139B (+$13.2B)
8% more funds holding in top 10
Funds holding in top 10: 223 → 241 (+18)
6% more funds holding
Funds holding: 1,441 → 1,532 (+91)
0.08% less ownership
Funds ownership: 92.88% → 92.79% (-0.08%)
13% less call options, than puts
Call options by funds: $728M | Put options by funds: $835M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$310M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$283M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$232M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$217M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$485M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$232M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$227M |
| 4 |
D.E. Shaw & Co
New York
|
-$178M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$175M |
V Hedge Fund Activity: Q4 2015 in Review
1,532 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2015, worth a combined $139B — up 10% from $126B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new V positions and 70 closed out — a net gain of 111 holders — while 623 added to existing stakes and 557 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $310M. The largest seller was Massachusetts Financial Services, cutting an estimated $485M.
- 1,532 institutional investors held Visa (V) as of Q4 2015, up from 1,441 in Q3 2015.
- Funds reported $139B of Visa stock for Q4 2015, up 10% quarter-over-quarter.
- 181 funds opened new Visa positions in Q4 2015 and 70 closed out, a net change of +111 holders.
- The largest Visa buyer in Q4 2015 was Morgan Stanley, an estimated $310M added.
- The largest Visa seller in Q4 2015 was Massachusetts Financial Services, an estimated $485M sold.
Based on aggregated 13F filings for Q4 2015.