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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
HIC
776
Hartline Investment Corp
Illinois
$1.46M +$76.6K +1,520 +6%
WS
777
Wedbush Securities
California
$1.46M +$104K +2,068 +9%
CICI
778
Capital Investment Counsel Inc
North Carolina
$1.44M +$60.5K +1,200 +5%
ICRM
779
Insight Capital Research & Management
California
$1.42M -$195K -3,864 -13%
BIM
780
Beach Investment Management
Pennsylvania
$1.42M
IB
781
Intrust Bank
Kansas
$1.41M -$28K -556 -2%
HNB
782
Huntington National Bank
Ohio
$1.4M +$142K +2,808 +13%
CPIM
783
Columbia Partners Investment Management
Virginia
$1.4M -$721K -14,296 -36%
MPA
784
Marvin & Palmer Associates
Delaware
$1.38M -$666K -13,200 -35%
SI
785
Standard Investments
New York
$1.38M +$1.25M +24,780 New
GCM
786
Geneva Capital Management
Wisconsin
$1.38M +$5.04K +100 +0.4%
ATC
787
Argent Trust Company
Louisiana
$1.36M -$144K -2,848 -10%
GVT
788
Genesee Valley Trust
New York
$1.35M +$350K +6,932 +40%
PP
789
Prudential plc
United Kingdom
$1.34M +$40.3K +800 +3%
CWM
790
Concert Wealth Management
California
$1.33M +$316K +6,268 +36%
FSC
791
Fiduciary Services Corp
Georgia
$1.33M +$19.2K +380 +2%
GIM
792
Guardian Investment Management
California
$1.33M +$303K +6,000 +6%
PFPT
793
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.32M -$286K -5,680 -19%
BAS
794
Brown Advisory Securities
Maryland
$1.31M +$693K +13,752 +140%
BPBT
795
Boston Private Bank & Trust
Massachusetts
$1.31M +$129K +2,552 +12%
RAM
796
Redmond Asset Management
Virginia
$1.29M
AP
797
Advisor Partners
California
$1.28M +$111K +2,192 +10%
CA
798
Corrado Advisors
New Jersey
$1.26M +$7.46K +148 +0.7%
ISL
799
Ingalls & Snyder LLC
New York
$1.26M -$12.7K -252 -1%
EFS
800
Essex Financial Services
Connecticut
$1.23M +$124K +2,464 +13%

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.