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1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$423M -$10.6M -197,576 -2%
DSA
52
Davis Selected Advisers
Arizona
$412M +$5.21M +97,032 +1%
SA
53
SPO Advisory
California
$411M +$161M +3,001,636 +64%
BIM
54
BlackRock Investment Management
Delaware
$411M -$29.8M -554,976 -7%
PI
55
Putnam Investments
Massachusetts
$359M +$13.7M +254,260 +4%
CBOA
56
Commonwealth Bank of Australia
Australia
$354M -$365K -6,800 -0.1%
GE
57
General Electric
Ohio
$349M +$39.4M +733,352 +13%
Macquarie Group
58
Macquarie Group
Australia
$346M -$19.5M -362,128 -5%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$340M -$3.63M -67,540 -1%
MC
60
Montag & Caldwell
Georgia
$331M +$14.9M +277,404 +5%
ClearBridge Investments
61
ClearBridge Investments
New York
$325M -$854K -15,892 -0.3%
Baillie Gifford & Co
62
Baillie Gifford & Co
United Kingdom
$324M +$6.79M +126,320 +2%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$319M -$7.29M -135,596 -2%
TG
64
TCW Group
California
$312M +$5.04M +93,704 +2%
FAM
65
Fred Alger Management
New York
$308M -$44.2M -822,688 -12%
BlackRock
66
BlackRock
New York
$307M -$31.1M -578,120 -9%
Polen Capital Management
67
Polen Capital Management
Florida
$306M -$9.98M -185,732 -3%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$288M +$66.2M +1,230,952 +30%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$286M -$7.18M -133,692 -2%
VVP
70
Vulcan Value Partners
Alabama
$280M +$26.8M +498,780 +10%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$270M +$13.8M +257,608 +5%
SGA
72
Sustainable Growth Advisers
Connecticut
$241M +$18M +334,648 +8%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$239M +$7.61M +141,620 +3%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$238M -$29.6M -551,384 -11%
RCG
75
Ruane, Cunniff & Goldfarb
New York
$238M -$1.88M -34,936 -0.8%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.