See Which Of The Latest 13F Filers Holds Visa
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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Markets V See Which Of The Latest 13F Filers Holds Visa August 12, 2024 — 11:10 am EDT Written by BNK Invest for BNK Invest-> At Holdings Channel, we have reviewed the latest batch of the 32 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Visa Inc (Symbol: V) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in V positions, for this latest batch of 13F filers: FundNew Position?Change In Share CountChange In Market Value ($ in 1000's) Phoenix Holdings Ltd. Existing +2,252-$245Mckinley Capital Management LLC Existing -4,247-$1,679Abound Wealth Management Existing +65+$4Artisan Partners Limited Partnership Existing -127,628-$57,792Humankind Investments LLC Existing -545-$165Locust Wood Capital Advisers LLC Existing +15,071-$694Girard Partners LTD. Existing -1,009-$1,247CenterBook Partners LP Existing +25,674+$6,169Measured Wealth Private Client Group LLC Existing UNCH-$26StrongBox Wealth LLC Existing +1,891+$178Barbara Oil Co. Existing UNCH-$116One Day In July LLC Existing +274+$55Gitterman Wealth Management LLC Existing -1,043-$307Waratah Capital Advisors Ltd. Existing -67,355-$19,596Bowen Hanes & Co. Inc. Existing -8,406-$6,039AllSquare Wealth Management LLC Existing UNCH-$11Buckingham Strategic Wealth LLC Existing -43-$408Aggregate Change: -165,049-$81,919 In terms of shares owned, we count 6 of the above funds having increased existing V positions from 03/31/2024 to 06/30/2024, with 8 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the V share count in the aggregate among all of the funds which held V at the 06/30/2024 reporting period (out of the 4,205 we looked at in total). We then compared that number to the sum total of V shares those same funds held back at the 03/31/2024 period, to see how the aggregate share count held by hedge funds has moved for V. We found that between these two periods, funds reduced their holdings by 4,971,104 shares in the aggregate, from 352,732,288 down to 347,761,184 for a share count decline of approximately -1.41%. The overall top three funds holding V on 06/30/2024 were: »FundShares of V Held 1.Geode Capital Management LLC 35,882,7012.Massachusetts Financial Services Co. MA 16,965,2783.Bank of New York Mellon Corp 11,319,2714-10Find out the full Top 10 Hedge Funds Holding V» We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Visa Inc (Symbol: V). 10 S&P 500 Components Hedge Funds Are Buying » Also see: High Yield Stocks NEXA YTD Return TDW Split History The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags MarketsStocks BNK Invest BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
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