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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
EOJOAM
676
E. Ohman J:or Asset Management
Sweden
$2.78M -$182K -3,600 -7%
AL
677
AJO LP
Pennsylvania
$2.78M -$10.3M -203,600 -80%
QI
678
Quotient Investors
New York
$2.78M
FBNAT
679
FirstMerit Bank N.A. Trustee
Ohio
$2.77M +$103K +2,040 +4%
AAM
680
Auxier Asset Management
Oregon
$2.75M -$121K -2,400 -5%
FFBTD
681
First Financial Bank - Trust Division
Ohio
$2.74M +$184K +3,652 +8%
PAM
682
PartnerRe Asset Management
Connecticut
$2.73M -$181K -3,592 -7%
NCMG
683
NCM Capital Management Group
North Carolina
$2.72M -$1.95M -38,640 -44%
FWCM
684
First Western Capital Management
California
$2.72M +$2.46M +48,812 New
FC
685
Farley Capital
New York
$2.69M
NRS
686
Neville Rodie & Shaw
New York
$2.69M -$625K -12,400 -20%
OFS
687
Orrstown Financial Services
Pennsylvania
$2.68M -$24.6K -488 -1%
RAM
688
RWC Asset Management
United Kingdom
$2.65M +$403K +8,000 +20%
BUB
689
BBVA USA Bancshares
Texas
$2.62M +$1.1M +21,916 +87%
FMB
690
Field & Main Bank
Kentucky
$2.61M +$2.37M +46,960 New
SIMM
691
Stillwater Investment Management (Minnesota)
Minnesota
$2.6M +$2.36M +46,804 New
BG
692
Bahl & Gaynor
Ohio
$2.6M
BBI
693
Baxter Bros Inc
Connecticut
$2.6M +$518K +10,280 +28%
CAN
694
Cetera Advisor Networks
California
$2.57M +$103K +2,052 +5%
MFS
695
Monetta Financial Services
Illinois
$2.56M
WCM
696
Westend Capital Management
California
$2.56M +$2.32M +45,920 New
PIM
697
Penobscot Investment Management
Massachusetts
$2.54M +$85.7K +1,700 +4%
TWA
698
Tillar-Wenstrup Advisors
Ohio
$2.53M +$2.29M +45,424 New
PAM
699
Paradigm Asset Management
New York
$2.52M +$615K +12,200 +37%
NEIRG
700
New England Investment & Retirement Group
Massachusetts
$2.5M +$17.7K +352 +0.8%

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.