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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
OPERF
351
Oregon Public Employees Retirement Fund
Oregon
$17.2M +$5.16M +102,400 +50%
AIM
352
Avity Investment Management
Connecticut
$17.1M -$819K -16,248 -5%
WAM
353
World Asset Management
Michigan
$17.1M -$2.78M -55,064 -15%
MA
354
Marshfield Associates
District of Columbia
$17M -$457K -9,060 -3%
WSFS
355
Wilmington Savings Fund Society
Delaware
$17M +$543K +10,760 +4%
B
356
Baird
Wisconsin
$17M +$913K +18,108 +6%
Cohen & Steers
357
Cohen & Steers
New York
$16.8M -$8.93M -177,200 -37%
MVIP
358
Mar Vista Investment Partners
California
$16.5M +$399K +7,920 +3%
JAM
359
Jupiter Asset Management
United Kingdom
$16.3M +$8.28M +164,248 +129%
MWAC
360
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M -$145K -2,876 -1%
QBFM
361
QS Batterymarch Financial Management
New York
$16M -$508K -10,072 -3%
HA
362
Halsey Associates
Connecticut
$15.8M -$89.7K -1,780 -0.6%
WT
363
Whittier Trust
California
$15.8M +$1.06M +20,972 +8%
MME
364
Meag Munich Ergo
Germany
$15.4M +$13.7M +272,652 +3,443%
PA
365
Pinnacle Associates
New York
$15.3M -$450K -8,924 -3%
QIM
366
Quest Investment Management
Oregon
$15.1M -$2.89M -57,272 -17%
HS
367
HighVista Strategies
Massachusetts
$15.1M +$9.54M +189,152 +231%
Nomura Asset Management
368
Nomura Asset Management
Japan
$15M -$432K -8,560 -3%
TBA
369
Tower Bridge Advisors
Pennsylvania
$14.8M -$322K -6,380 -2%
NFGCM
370
Norman Fields Gottscho Capital Management
New York
$14.5M -$131K -2,600 -1%
SCM
371
Sandler Capital Management
New York
$14.5M -$9.62M -190,896 -42%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$14.4M -$10.7K -212 -0.1%
LRPA
373
L. Roy Papp & Associates
Arizona
$14.4M +$363K +7,204 +3%
Los Angeles Capital Management
374
Los Angeles Capital Management
California
$14.2M -$22.6M -449,036 -64%
GF
375
Gabelli Funds
New York
$13.9M +$161K +3,200 +1%

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.