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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
MLL
526
Moody Lynn & Lieberson
Massachusetts
$5.63M +$1.41M +27,916 +38%
LMGAM
527
Liberty Mutual Group Asset Management
Massachusetts
$5.62M -$1.19M -23,656 -19%
First Trust Advisors
528
First Trust Advisors
Illinois
$5.61M -$908K -18,012 -15%
MSR
529
Main Street Research
Connecticut
$5.61M -$72K -1,428 -1%
VW
530
Vantage Wealth
California
$5.59M -$45.4K -900 -0.9%
FPCM
531
Fox Point Capital Management
New York
$5.57M -$10.1M -200,000 -67%
EI
532
EDMP Inc
Florida
$5.57M -$46.4K -920 -0.9%
BCAM
533
Boston Common Asset Management
Massachusetts
$5.56M -$1.05M -20,816 -17%
AF
534
Arrow Financial
New York
$5.51M +$529K +10,500 +12%
NI
535
Nepsis Inc
Minnesota
$5.44M +$4.92M +97,680 New
TIP
536
Torray Investment Partners
Maryland
$5.39M -$85.7K -1,700 -2%
CTA
537
Colonial Trust Advisors
South Carolina
$5.37M +$40.9K +812 +0.8%
WT
538
Wilmington Trust
Delaware
$5.33M -$64.5K -1,280 -1%
PAI
539
Pittenger & Anderson Inc
Nebraska
$5.33M -$130K -2,580 -3%
TCM
540
Twin Capital Management
Pennsylvania
$5.32M -$899K -17,840 -16%
MA
541
MUFG Americas
New York
$5.31M -$771K -15,296 -14%
DP
542
Dearborn Partners
Illinois
$5.3M +$79.7K +1,580 +2%
AC
543
Addenda Capital
Quebec, Canada
$5.27M -$251K -4,984 -5%
BOH
544
Bank of Hawaii
Hawaii
$5.25M -$963K -19,096 -17%
ST
545
Spinnaker Trust
Maine
$5.25M -$43.6K -864 -0.9%
APFBOT
546
Amica Pension Fund Board of Trustees
Rhode Island
$5.17M
BPC
547
Banque Pictet & Cie
Switzerland
$5.11M +$4.63M +91,840 New
PA
548
Profund Advisors
Maryland
$4.98M +$95.8K +1,900 +2%
BIC
549
Bridges Investment Counsel
Nebraska
$4.95M -$25K -496 -0.6%
DA
550
Dunvegan Associates
California
$4.93M -$425K -8,432 -9%

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.