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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
CAM
751
Carret Asset Management
New York
$1.79M +$111K +2,200 +7%
WA
752
WFG Advisors
Texas
$1.77M +$41.3K +820 +3%
WA
753
Winfield Associates
Ohio
$1.76M +$1.6M +31,700 New
BOS
754
Bank of Stockton
California
$1.75M +$17.3K +344 +1%
RCM
755
Reynolds Capital Management
Nevada
$1.74M +$80.7K +1,600 +5%
FIG
756
Fortress Investment Group
New York
$1.73M +$312K +6,192 +25%
ACM
757
Advisors Capital Management
New Jersey
$1.7M +$23.4K +464 +2%
BWAM
758
Boyd Watterson Asset Management
Ohio
$1.7M +$111K +2,204 +8%
FCI
759
Financial Counselors Inc
Kansas
$1.69M +$45K +892 +3%
CIM
760
CIM Investment Management
Pennsylvania
$1.67M +$101K +2,000 +7%
MBTD
761
Mechanics Bank - Trust Department
California
$1.64M +$34.9K +692 +2%
SBWIC
762
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.6M +$40.3K +800 +3%
NPC
763
National Planning Corporation
California
$1.59M +$660K +13,092 +84%
UR
764
USCA RIA
Texas
$1.59M +$159K +3,160 +12%
SACTSONJ
765
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.57M
DAM
766
Deltec Asset Management
New York
$1.56M +$1.01M +20,000 +250%
WCM
767
Wunderlich Capital Managemnt
Tennessee
$1.55M +$1.4M +27,860 New
VKH
768
Virtu KCG Holdings
New York
$1.54M -$2.01M -39,836 -59%
ICM
769
ICC Capital Management
Florida
$1.54M -$919K -18,224 -40%
TNB
770
Thomasville National Bank
Georgia
$1.53M +$153K +3,028 +12%
ACM
771
Avalon Capital Management
California
$1.51M +$1.37M +27,172 New
ICMC
772
Intrepid Capital Management (Connecticut)
Connecticut
$1.49M -$666K -13,200 -33%
SIM
773
SSI Investment Management
California
$1.48M +$986K +19,556 +277%
CB
774
Chemical Bank
Michigan
$1.48M +$1.25M +24,848 +1,428%
SCM
775
Stux Capital Management
New York
$1.47M +$40.3K +800 +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.