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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
JEW
501
Jamison Eaton & Wood
New Jersey
$6.25M -$418K -8,300 -7%
BMCMI
502
Bryn Mawr Capital Management Inc
Pennsylvania
$6.24M -$1.13M -22,440 -17%
KWMG
503
King Wealth Management Group
Florida
$6.21M -$6.25K -124 -0.1%
EP
504
Emrys Partners
New York
$6.11M +$5.54M +109,840 New
RJFSA
505
Raymond James Financial Services Advisors
Florida
$6.11M -$166K -3,292 -3%
AHC
506
Adell Harriman & Carpenter
Texas
$6.06M -$161K -3,200 -3%
DCM
507
Decade Capital Management
New York
$6.05M +$5.48M +108,632 New
OC
508
Oppenheimer & Co
New York
$5.96M +$258K +5,124 +5%
P
509
Pitcairn
Pennsylvania
$5.92M -$555K -11,012 -9%
DA
510
Dillon & Associates
Michigan
$5.9M +$166K +3,284 +3%
BAMCO Inc
511
BAMCO Inc
New York
$5.89M
LG
512
Laidlaw Group
New York
$5.89M -$28K -556 -0.5%
TEC
513
Tiger Eye Capital
Tennessee
$5.86M -$1.21M -24,000 -19%
FAT
514
First American Trust
California
$5.86M -$161K -3,196 -3%
WCM
515
Wisconsin Capital Management
Wisconsin
$5.81M -$141K -2,800 -3%
ECM
516
Exchange Capital Management
Michigan
$5.8M -$257K -5,104 -5%
RAM
517
Riggs Asset Management
Pennsylvania
$5.8M +$5.25M +104,184 New
GIM
518
Goelzer Investment Management
Indiana
$5.79M -$21.6K -428 -0.4%
Creative Planning
519
Creative Planning
Kansas
$5.78M +$678K +13,444 +15%
OWD
520
Osborn Williams & Donohoe
Ohio
$5.73M -$50K -992 -1%
EAM
521
Eclectica Asset Management
United Kingdom
$5.71M +$5.17M +102,600 New
DY
522
Dowling & Yahnke
California
$5.71M +$15.5K +308 +0.3%
Bank of Nova Scotia
523
Bank of Nova Scotia
Ontario, Canada
$5.7M +$3.79M +75,260 +277%
Bessemer Group
524
Bessemer Group
New Jersey
$5.67M -$292K -5,796 -5%
CCM
525
Century Capital Management
Massachusetts
$5.65M +$5.12M +101,452 New

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.