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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
MNA
451
Manning & Napier Advisors
New York
$8.51M +$5.8M +115,080 +305%
SSWM
452
Sheets Smith Wealth Management
North Carolina
$8.49M -$38.7K -768 -0.5%
SIM
453
Sentry Investment Management
Wisconsin
$8.44M +$666K +13,200 +10%
NSAM
454
North Star Asset Management
Wisconsin
$8.43M -$122K -2,420 -2%
RI
455
Redwood Investments
Massachusetts
$8.39M -$4.82M -95,628 -39%
Janney Montgomery Scott
456
Janney Montgomery Scott
Pennsylvania
$8.39M -$297K -5,896 -4%
SEM
457
Suncoast Equity Management
Florida
$8.27M +$190K +3,760 +3%
AFG
458
Albion Financial Group
Utah
$8.23M -$1.21M -24,008 -14%
PVH
459
Psagot Value Holdings
Israel
$8.23M -$404K -8,020 -5%
TMAM
460
Tokio Marine Asset Management
Japan
$8.22M -$674K -13,372 -8%
CPS
461
Counsel Portfolio Services
Ontario, Canada
$8.15M
WA
462
Wasatch Advisors
Utah
$8.07M -$2.84M -56,400 -28%
HTI
463
Hikari Tsushin Inc
Japan
$8.04M +$5.63M +111,600 +340%
MAM
464
Mark Asset Management
New York
$8.02M +$7.26M +144,000 New
FMT
465
First Mercantile Trust
Tennessee
$7.99M -$608K -12,052 -8%
HPC
466
HM Payson & Co
Maine
$7.98M +$1.71M +33,824 +31%
Zurich Cantonal Bank
467
Zurich Cantonal Bank
Switzerland
$7.89M -$1.32M -26,192 -16%
AP
468
Archon Partners
New Jersey
$7.79M
Daiwa Securities Group
469
Daiwa Securities Group
Japan
$7.75M -$4.38M -86,800 -38%
DCMA
470
Daiwa Capital Markets America
New York
$7.75M +$7.02M +139,200 New
GLRA
471
Gerald L. Ray & Associates
Texas
$7.65M -$14.9K -296 -0.2%
DBG
472
De Burlo Group
Massachusetts
$7.4M -$666K -13,200 -9%
AL
473
Agran Libbie
California
$7.4M -$141K -2,800 -2%
FCT
474
Family Capital Trust
Massachusetts
$7.37M -$71.6K -1,420 -1%
AIA
475
Avalon Investment & Advisory
Texas
$7.34M +$119K +2,364 +2%

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.