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1,152 hedge funds and large institutions have $101B invested in Visa in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 403 increasing their positions, 466 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 65

23% more funds holding in top 10

Funds holding in top 10: 120147 (+27)

18% more capital invested

Capital invested by funds: $85B → $101B (+$15.6B)

9.62% more ownership

Funds ownership: 346.66%356.28% (+9.6%)

7% more funds holding

Funds holding: 1,0811,152 (+71)

14% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 466

21% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.4B

Holders
1,152
Holders Change
+71
Holders Change %
+6.57%
% of All Funds
33.43%
Holding in Top 10
147
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+22.5%
% of All Funds
4.27%
New
148
Increased
403
Reduced
466
Closed
65
Calls
$1.11B
Puts
$1.4B
Net Calls
-$293M
Net Calls Change
-$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
226
R.H. Bluestein & Co
Michigan
$42.6M +$146K +2,900 +0.4%
TRSOTSOK
227
Teachers Retirement System of the State of Kentucky
Kentucky
$42.3M -$4.09M -81,200 -10%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$42.2M +$3.49M +69,200 +10%
TI
229
Turner Investments
Pennsylvania
$41.6M -$4.51M -89,448 -11%
RJA
230
Raymond James & Associates
Florida
$41.5M +$2.43M +48,152 +7%
CC
231
Curian Capital
Colorado
$40.9M +$677K +13,432 +2%
IGIM
232
I.G. Investment Management
Manitoba, Canada
$40.8M +$3.44M +68,172 +10%
CNB
233
City National Bank
California
$40.8M +$1.05M +20,856 +3%
ERSOT
234
Employees Retirement System of Texas
Texas
$40.7M -$1.21M -24,000 -3%
AQR Capital Management
235
AQR Capital Management
Connecticut
$40.1M -$13.4M -266,000 -27%
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$40M -$4.89M -96,976 -12%
TSU
237
TD Securities (USA)
New York
$40M +$591K +11,712 +2%
KCM
238
Kames Capital Management
United Kingdom
$39.4M -$3.42M -67,868 -9%
GH
239
GAM Holding
Switzerland
$38M +$5.37M +106,592 +18%
BTS
240
BB&T Securities
Virginia
$37.7M +$575K +11,400 +20%
ASRS
241
Arizona State Retirement System
Arizona
$37.4M -$1.51M -30,000 -4%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$37.1M -$1.26M -24,980 -4%
CAM
243
ClariVest Asset Management
California
$36.6M -$343K -6,800 -1%
FMI
244
Factory Mutual Insurance
Massachusetts
$34.5M
WF
245
Welch & Forbes
Massachusetts
$34.5M -$172K -3,408 -0.5%
FA
246
Friess Associates
Delaware
$34.2M -$440K -8,720 -1%
SAM
247
Sentinel Asset Management
Vermont
$34.1M -$726K -14,400 -2%
WEC
248
White Elm Capital
Connecticut
$34M -$4.3M -85,200 -12%
NCA
249
Newbrook Capital Advisors
New York
$33.7M +$3.06M +60,788 +11%
SAC
250
Smith Affiliated Capital
New York
$33.4M

V Hedge Fund Activity: Q4 2013 in Review

1,152 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2013, worth a combined $101B — up 18% from $85B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new V positions and 65 closed out — a net gain of 83 holders — while 403 added to existing stakes and 466 trimmed.

The largest buyer was American Century Companies, adding an estimated $383M. The largest seller was Sands Capital Management, cutting an estimated $268M.

  • 1,152 institutional investors held Visa (V) as of Q4 2013, up from 1,081 in Q3 2013.
  • Funds reported $101B of Visa stock for Q4 2013, up 18% quarter-over-quarter.
  • 148 funds opened new Visa positions in Q4 2013 and 65 closed out, a net change of +83 holders.
  • The largest Visa buyer in Q4 2013 was American Century Companies, an estimated $383M added.
  • The largest Visa seller in Q4 2013 was Sands Capital Management, an estimated $268M sold.

Based on aggregated 13F filings for Q4 2013.