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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
SA
601
Steadfast Advisors
New York
$3.76M -$2.98M -59,068 -47%
DHFB
602
Dixon Hubard Feinour & Brown
Virginia
$3.76M -$5.04K -100 -0.1%
SC
603
Scotia Capital
Ontario, Canada
$3.71M +$1.15M +22,748 +52%
ST
604
Stifel Trust
Missouri
$3.69M +$708K +14,036 +27%
Truist Financial
605
Truist Financial
North Carolina
$3.69M +$796K +15,796 +31%
SAM
606
Symphony Asset Management
California
$3.67M +$491K +9,744 +17%
GIM
607
Grassi Investment Management
California
$3.67M
DT
608
Diversified Trust
Tennessee
$3.66M -$495K -9,820 -13%
DL
609
Delta Lloyd
Netherlands
$3.65M +$498K +9,880 +18%
GCG
610
Giovine Capital Group
California
$3.64M +$111K +2,208 +3%
BIM
611
Bridges Investment Management
Nebraska
$3.64M -$11.1K -220 -0.3%
MYLI
612
Meiji Yasuda Life Insurance
Japan
$3.63M -$422K -8,372 -11%
LCM
613
Liberty Capital Management
Michigan
$3.6M -$13.1K -260 -0.4%
MYAM
614
Meiji Yasuda Asset Management
Japan
$3.6M +$1.49M +29,628 +85%
GIM
615
Gyrus Investment Management
Ontario, Canada
$3.57M +$3.04M +60,300 New
AIA
616
Alerus Investment Advisors
Minnesota
$3.56M -$1.17M -23,276 -27%
EAM
617
Eagle Asset Management
Florida
$3.56M -$3.34M -66,260 -51%
Capstone Investment Advisors
618
Capstone Investment Advisors
New York
$3.54M -$765K -15,168 -19%
FNBT
619
FineMark National Bank & Trust
Florida
$3.54M +$365K +7,244 +13%
IH
620
IFC Holdings
Florida
$3.53M -$26.2K -520 -0.8%
VCAM
621
Valentine Capital Asset Management
California
$3.51M +$410K +8,124 +15%
CWA
622
Constellation Wealth Advisors
New York
$3.51M +$89.1K +1,768 +3%
TCCM
623
Timber Creek Capital Management
Massachusetts
$3.5M +$10.1K +200 +0.3%
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$3.48M -$2.75M -54,576 -47%
SCM
625
Snyder Capital Management
California
$3.47M -$112K -2,220 -3%

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.