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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
HRIA
576
Haberer Registered Investment Advisor
Ohio
$4.27M -$942K -18,680 -20%
UPA
577
Union Point Advisors
California
$4.24M +$3.84M +76,160 New
PFSC
578
Peoples Financial Services Corp
Pennsylvania
$4.24M +$3.84M +76,128 New
SAM
579
Strategy Asset Managers
California
$4.17M -$37.7K -748 -1%
BII
580
Bainco International Investors
Massachusetts
$4.13M -$90.8K -1,800 -2%
AAMU
581
AEGON Asset Management (UK)
United Kingdom
$4.12M +$2.44M +48,332 +188%
GJIC
582
Gamble Jones Investment Counsel
California
$4.12M -$111K -2,192 -3%
WTC
583
WhitTier Trust Company
Nevada
$4.06M +$123K +2,448 +3%
Cambridge Investment Research Advisors
584
Cambridge Investment Research Advisors
Iowa
$4.06M +$737K +14,620 +25%
AIP
585
Ameritas Investment Partners
Nebraska
$4.03M -$45.6K -904 -1%
KRSITF
586
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.02M -$72K -1,428 -2%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$4.01M +$659K +13,072 +22%
FNBOMD
588
First National Bank of Mount Dora
Florida
$4.01M -$3.02K -60 -0.1%
BCMNY
589
Buckingham Capital Management (New York)
New York
$3.97M -$1.25M -24,760 -26%
FPCM
590
Financial Partners Capital Management
New York
$3.94M -$1.15M -22,740 -24%
GMIM
591
General Motors Investment Management
New York
$3.91M -$312K -6,192 -8%
SHGA
592
Sand Hill Global Advisors
California
$3.91M -$1.39M -27,572 -28%
LTFS
593
Ladenburg Thalmann Financial Services
Florida
$3.9M -$114K -2,268 -3%
BCM
594
BTR Capital Management
California
$3.88M +$10.1K +200 +0.3%
RJA
595
Robshaw & Julian Associates
New York
$3.88M +$50K +992 +1%
B
596
Barings
North Carolina
$3.87M -$2.19M -43,400 -38%
MERSOM
597
Municipal Employees' Retirement System of Michigan
Michigan
$3.83M
CTA
598
Chesley Taft & Associates
Illinois
$3.83M +$1.25M +24,860 +57%
CCM
599
Chickasaw Capital Management
Tennessee
$3.81M +$142K +2,820 +4%
Fiera Capital (Canada)
600
Fiera Capital (Canada)
Quebec, Canada
$3.77M +$3.42M +67,772 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.