We are live on ! Find out more

1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
JEW
501
Jamison Eaton & Wood
New Jersey
$5.99M -$10.7K -200 -0.2%
ANBT
502
American National Bank & Trust
Texas
$5.98M +$3.05M +56,784 +103%
AF
503
Ally Financial
Michigan
$5.97M
PL
504
Perpetual Ltd
Australia
$5.92M +$175K +3,260 +3%
AFG
505
Albion Financial Group
Utah
$5.84M +$15K +280 +0.3%
MSR
506
Main Street Research
Connecticut
$5.83M +$69.9K +1,300 +1%
ECM
507
Exchange Capital Management
Michigan
$5.82M +$112K +2,088 +2%
SIRP
508
Shelter Insurance Retirement Plan
Missouri
$5.78M
KWMG
509
King Wealth Management Group
Florida
$5.75M -$18.5K -344 -0.3%
DA
510
Dunvegan Associates
California
$5.72M -$13.5K -252 -0.2%
PVH
511
Psagot Value Holdings
Israel
$5.69M -$1.72M -32,084 -23%
FA
512
FDx Advisors
Illinois
$5.68M +$399K +7,420 +7%
BFS
513
Baskin Financial Services
Ontario, Canada
$5.67M +$769K +14,300 +16%
LG
514
Laidlaw Group
New York
$5.66M -$26.9K -500 -0.5%
AHC
515
Adell Harriman & Carpenter
Texas
$5.66M
LOCB
516
Lombard Odier & Cie (Bahamas)
Bahamas
$5.62M -$36.5K -680 -0.6%
LMGAM
517
Liberty Mutual Group Asset Management
Massachusetts
$5.56M -$160K -2,968 -3%
BCAM
518
Boston Common Asset Management
Massachusetts
$5.53M +$175K +3,260 +3%
PFM
519
Parsec Financial Management
North Carolina
$5.53M +$150K +2,784 +3%
BAMCO Inc
520
BAMCO Inc
New York
$5.49M -$16.8K -312 -0.3%
BSPF
521
British Steel Pension Fund
United Kingdom
$5.48M -$363K -6,752 -6%
TCM
522
Twin Capital Management
Pennsylvania
$5.47M -$301K -5,600 -5%
CCG
523
Cypress Capital Group
Florida
$5.47M -$26K -484 -0.5%
RA
524
RiverPark Advisors
New York
$5.47M +$328K +6,108 +6%
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$5.46M +$1.95M +36,200 +55%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.