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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
HK
326
Horizon Kinetics
New York
$20.5M -$21.8K -432 -0.1%
FCAM
327
F&C Asset Management
United Kingdom
$20.4M -$9.66M -191,520 -34%
CRC
328
Curi RMB Capital
Illinois
$20.3M -$987K -19,572 -5%
MIH
329
Madison Investment Holdings
Wisconsin
$20.3M -$13.7M -272,356 -43%
Select Equity Group
330
Select Equity Group
New York
$19.7M +$17.8M +353,864 New
UCFA
331
United Capital Financial Advisors
Texas
$19.4M -$6.47M -128,308 -27%
KeyBank National Association
332
KeyBank National Association
Ohio
$19.3M +$136K +2,700 +0.8%
TAM
333
Tocqueville Asset Management
New York
$19.1M +$304K +6,036 +2%
MSA
334
Mason Street Advisors
Wisconsin
$18.9M -$2.46M -48,748 -13%
CCM
335
Copeland Capital Management
Pennsylvania
$18.8M +$1.21M +24,052 +8%
BHC
336
Bowen Hanes & Co
Florida
$18.8M +$17M +337,300 New
ORI
337
Oak Ridge Investments
Illinois
$18.4M -$600K -11,892 -3%
KWILP
338
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.2M +$6.61M +131,148 +67%
GT
339
Glenmede Trust
Pennsylvania
$18M -$3.01M -59,720 -16%
RIG
340
Roosevelt Investment Group
New York
$17.9M +$16.2M +321,384 New
GACM
341
Green Arrow Capital Management
New York
$17.8M +$10.1M +200,456 +167%
CGM
342
Capital Growth Management
Massachusetts
$17.8M +$16.1M +320,000 New
EB
343
Eastern Bank
Massachusetts
$17.8M -$403K -7,988 -2%
CII
344
Capital International Inc
California
$17.7M -$666K -13,200 -4%
Fidelity International
345
Fidelity International
Bermuda
$17.7M +$8.45M +167,564 +112%
CFB
346
Cullen/Frost Bankers
Texas
$17.6M +$210K +4,160 +1%
NLGIA
347
Nippon Life Global Investors Americas
New York
$17.5M +$1.29M +25,680 +9%
HIM
348
HughesLittle Investment Management
$17.5M +$15.8M +313,600 New
NB
349
Norinchukin Bank
Japan
$17.3M -$175K -3,472 -1%
V
350
Veritable
Delaware
$17.3M +$1.43M +28,324 +10%

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.