We are live on ! Find out more

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
TWM
726
Torch Wealth Management
Ohio
$2.14M +$1.93M +38,360 New
CC
727
ClearArc Capital
Ohio
$2.13M -$29.6K -588 -2%
IG
728
ING Group
Netherlands
$2.11M -$7.96M -157,968 -81%
CI
729
Constellation Investments
Ohio
$2.09M +$121K +2,400 +7%
CCM
730
Condor Capital Management
New Jersey
$2.08M -$127K -2,512 -6%
PRC
731
Platte River Capital
Colorado
$2.06M
TCOO
732
Trust Company of Oklahoma
Oklahoma
$2.05M +$556K +11,024 +43%
Envestnet Asset Management
733
Envestnet Asset Management
Illinois
$2.03M -$207K -4,104 -10%
WTIM
734
Wilmington Trust Investment Management
Delaware
$2.02M -$80.7K -1,600 -4%
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$2.02M -$224K -4,440 -11%
BCMO
736
Buckingham Capital Management (Ohio)
Ohio
$2M +$56.9K +1,128 +3%
IMOV
737
Investment Management of Virginia
Virginia
$1.99M -$47.4K -940 -3%
AWA
738
AmeriServ Wealth Advisors
Pennsylvania
$1.96M +$12.7K +252 +0.7%
BFC
739
Blue Fin Capital
Rhode Island
$1.96M +$1.77M +35,156 New
ACI
740
Advance Capital I
Michigan
$1.95M +$395K +7,840 +29%
MCM
741
Murphy Capital Management
New Jersey
$1.93M -$219K -4,348 -11%
GP
742
Girard Partners
Pennsylvania
$1.93M +$1.74M +34,580 New
NCIM
743
New Century Investment Management
Michigan
$1.92M -$4.03K -80 -0.2%
Northwestern Mutual Wealth Management
744
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$1.61K +32 +0.1%
MCM
745
Mazama Capital Management
Oregon
$1.9M +$97K +1,924 +6%
FNFDCM
746
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.88M +$211K +4,180 +14%
WTNA
747
Wilmington Trust National Association
Delaware
$1.85M +$175K +3,468 +12%
QI
748
QS Investors
New York
$1.84M -$262K -5,200 -14%
BIM
749
Baldwin Investment Management
Pennsylvania
$1.81M -$30.3K -600 -2%
MHI
750
Miller Howard Investments
New York
$1.8M

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.