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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
JC
551
Jacobs & Co
California
$4.92M -$245K -4,856 -5%
CM
552
Capital Management
Virginia
$4.91M +$178K +3,540 +4%
RC
553
RBF Capital
California
$4.9M
PCA
554
Private Capital Advisors
Connecticut
$4.9M -$15.1K -300 -0.3%
RIM
555
RS Investment Management
California
$4.86M +$226K +4,476 +5%
PNAA
556
Pictet North America Advisors
Switzerland
$4.86M +$4.4M +87,316 New
PSUF
557
People's United Financial
Connecticut
$4.8M -$241K -4,788 -5%
VIA
558
Vantage Investment Advisors
Pennsylvania
$4.76M +$4.32M +85,584 New
Toronto Dominion Bank
559
Toronto Dominion Bank
Ontario, Canada
$4.75M +$1.46M +28,864 +51%
SCA
560
Stonebridge Capital Advisors
Minnesota
$4.72M +$4.28M +84,816 New
AAM
561
Advisors Asset Management
Colorado
$4.72M +$237K +4,700 +6%
TIC
562
Trees Investment Counsel
Illinois
$4.69M -$50.4K -1,000 -1%
WP
563
WMS Partners
Maryland
$4.62M +$4.18M +82,908 New
SI
564
Stephens Inc
Arkansas
$4.61M -$99.4K -1,972 -2%
PL
565
Parkwood LLC
Ohio
$4.59M +$4.15M +82,372 New
TIM
566
Thompson Investment Management
Wisconsin
$4.58M -$58.3K -1,156 -1%
AW
567
ACG Wealth
Georgia
$4.56M +$1.03M +20,400 +33%
OCM
568
Oakwood Capital Management
California
$4.54M +$67.4K +1,336 +2%
RA
569
RiverPark Advisors
New York
$4.52M
GAM
570
Griffin Asset Management
New York
$4.5M -$3.97M -78,772 -49%
SM
571
Selkirk Management
New Jersey
$4.45M -$807K -16,000 -17%
HAI
572
Hennessy Advisors Inc
California
$4.45M -$202K -4,000 -5%
VC
573
Vestor Capital
Illinois
$4.44M -$21.2K -420 -0.5%
MCG
574
Meru Capital Group
New York
$4.41M -$228K -4,524 -5%
BFM
575
Boston Financial Management
Massachusetts
$4.37M +$302K +5,988 +8%

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.