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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
RW
701
Rand Wealth
Maryland
$2.49M -$40.3K -800 -2%
SC
702
Saybrook Capital
North Carolina
$2.49M +$2.25M +44,660 New
SCM
703
Siphron Capital Management
California
$2.48M -$1.35M -26,840 -38%
BC
704
Burney Company
Virginia
$2.47M +$164K +3,256 +8%
FIM
705
Fernwood Investment Management
Massachusetts
$2.46M +$2.23M +44,140 New
AssetMark Inc
706
AssetMark Inc
California
$2.45M -$77.2K -1,532 -3%
CAM
707
Columbia Asset Management
Michigan
$2.43M +$2.2M +43,728 New
EHWM
708
Eads & Heald Wealth Management
Georgia
$2.42M +$4.44K +88 +0.2%
HC
709
Hendley & Co
Ohio
$2.41M +$29.2K +580 +1%
WRM
710
Westport Resources Management
Connecticut
$2.37M +$75.6K +1,500 +4%
KCP
711
KDI Capital Partners
North Carolina
$2.36M
IIM
712
Ivory Investment Management
New York
$2.35M -$643K -12,752 -23%
DPIM
713
Duff & Phelps Investment Management
Illinois
$2.34M +$68.6K +1,360 +3%
RBA
714
Richard Bernstein Advisors
New York
$2.34M -$1.26M -25,028 -37%
PAG
715
Private Advisor Group
New Jersey
$2.33M +$2.11M +41,860 New
CIM
716
CenturyLink Investment Management
Colorado
$2.32M -$395K -7,840 -16%
BCMU
717
BlueCrest Capital Management (UK)
Guernsey
$2.32M +$1.61M +32,000 +333%
WCA
718
Waratah Capital Advisors
Ontario, Canada
$2.32M +$2.1M +41,600 New
Rafferty Asset Management
719
Rafferty Asset Management
New York
$2.29M -$885K -17,548 -30%
ECM
720
Everence Capital Management
Indiana
$2.27M -$194K -3,840 -9%
WFM
721
Wilmington Funds Management
Delaware
$2.26M -$706K -14,000 -26%
ECAM
722
East Coast Asset Management
Massachusetts
$2.24M +$194K +3,840 +11%
FNT
723
First National Trust
Pennsylvania
$2.19M +$13.7K +272 +0.7%
SFSIG
724
San Francisco Sentry Investment Group
California
$2.15M
BSB
725
Bangor Savings Bank
Maine
$2.14M +$58.1K +1,152 +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.