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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
Franklin Resources
51
Franklin Resources
California
$441M -$19.3M -382,676 -5%
IIS
52
Ignis Investment Services
United Kingdom
$440M +$39.9M +790,892 New
BIM
53
BlackRock Investment Management
Delaware
$420M +$51M +1,011,244 +15%
EIP
54
Epoch Investment Partners
New York
$394M -$21.3M -421,924 -6%
ClearBridge Investments
55
ClearBridge Investments
New York
$374M -$2.5M -49,632 -0.7%
WRF
56
Waddell & Reed Financial
Kansas
$371M -$111M -2,200,600 -25%
Deutsche Bank
57
Deutsche Bank
Germany
$362M -$57.2M -1,134,716 -15%
MC
58
Montag & Caldwell
Georgia
$357M -$25.8M -511,092 -7%
Polen Capital Management
59
Polen Capital Management
Florida
$350M -$13M -258,544 -4%
Berkshire Hathaway
60
Berkshire Hathaway
Nebraska
$346M
TG
61
TCW Group
California
$345M -$3.32M -65,884 -1%
DCM
62
Discovery Capital Management
Connecticut
$344M -$126M -2,490,800 -29%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$342M -$4.44M -88,000 -1%
Loomis, Sayles & Company
64
Loomis, Sayles & Company
Massachusetts
$340M +$295K +5,848 +0.1%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$340M +$45.2M +896,656 +17%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$335M -$34.2M -677,740 -10%
Baillie Gifford & Co
67
Baillie Gifford & Co
United Kingdom
$325M +$10.2M +202,724 +4%
FAM
68
Fred Alger Management
New York
$318M +$64.2M +1,272,340 +29%
GE
69
General Electric
Ohio
$313M +$1.32M +26,204 +0.5%
PI
70
Putnam Investments
Massachusetts
$306M -$19.3M -382,272 -6%
BlackRock
71
BlackRock
New York
$296M +$5.93M +117,568 +2%
KCM
72
Kensico Capital Management
Connecticut
$271M
VOYA Investment Management
73
VOYA Investment Management
Georgia
$263M -$121M -2,408,972 -34%
Citadel Advisors
74
Citadel Advisors
Florida
$255M +$138M +2,731,512 +148%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$254M +$574K +11,380 +0.3%

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.