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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
BA
26
BlackRock Advisors
Delaware
$889M -$11.5M -227,192 -1%
Nomura Holdings
27
Nomura Holdings
Japan
$850M +$245M +4,849,500 +46%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$832M +$14.4M +285,296 +2%
Capital World Investors
29
Capital World Investors
California
$827M
CBOA
30
Commonwealth Bank of Australia
Australia
$794M +$13.1M +260,172 +2%
AllianceBernstein
31
AllianceBernstein
Tennessee
$789M -$3.49M -69,288 -0.5%
MAM
32
Magellan Asset Management
Australia
$776M +$247M +4,906,500 +54%
Fisher Asset Management
33
Fisher Asset Management
Washington
$773M +$3.92M +77,800 +0.6%
UBS AM
34
UBS AM
Illinois
$734M +$46.2M +915,396 +7%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$688M -$6.87M -136,304 -1%
American Century Companies
36
American Century Companies
Missouri
$654M +$383M +7,597,456 +183%
Allianz Asset Management
37
Allianz Asset Management
Germany
$620M -$65.7M -1,302,964 -10%
MCM
38
Marsico Capital Management
Colorado
$591M +$30.4M +603,836 +6%
RFC
39
Russell Frank Company
Washington
$587M -$65.4M -1,296,808 -11%
Viking Global Investors
40
Viking Global Investors
Connecticut
$571M +$40.2M +796,948 +8%
Lazard Asset Management
41
Lazard Asset Management
New York
$560M -$4.68M -92,796 -0.9%
SA
42
SPO Advisory
California
$559M
Edgewood Management
43
Edgewood Management
Connecticut
$536M -$2.86M -56,812 -0.6%
Bank of America
44
Bank of America
North Carolina
$529M +$45.5M +902,128 +10%
MAA
45
Managed Account Advisors
New Jersey
$513M +$15.1M +299,952 +3%
CS
46
Credit Suisse
Switzerland
$487M +$56.5M +1,121,504 +15%
DSA
47
Davis Selected Advisers
Arizona
$487M -$22.5M -445,672 -5%
Legal & General Group
48
Legal & General Group
United Kingdom
$482M -$5.16M -102,428 -1%
Invesco
49
Invesco
Georgia
$463M +$29.9M +592,728 +8%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$455M -$1.94M -38,504 -0.5%

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.