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Visa
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Overview Fund Activity

1,080 hedge funds and large institutions have $85B invested in Visa in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 421 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+29
Holders Change %
+2.76%
% of All Funds
35.03%
Holding in Top 10
120
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.45%
% of All Funds
3.89%
New
105
Increased
421
Reduced
430
Closed
65
Calls
$786M
Puts
$1.07B
Net Calls
-$288M
Net Calls Change
-$228M

Top Buyers

1
State Street
State Street
Massachusetts
+$1.01B
2
Brown Advisory
Brown Advisory
Maryland
+$724M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$453M
4
CBOA
Commonwealth Bank of Australia
Australia
+$314M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$199M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$348M
2
SA
SPO Advisory
California
-$228M
3
UBS AM
UBS AM
Illinois
-$209M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
5
Citadel Advisors
Citadel Advisors
Florida
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
826
Evercore Wealth Management
New York
$658K -$66.2K -1,388 -9%
FM
827
Foster & Motley
Ohio
$658K -$29.6K -620 -4%
I
828
IberiaBank
Louisiana
$655K -$17.8K -372 -3%
PI
829
PineBridge Investments
New York
$653K -$72.2K -1,512 -10%
RCAG
830
Rehmann Capital Advisory Group
Michigan
$653K -$23.9K -500 -4%
SFM
831
Systematic Financial Management
New Jersey
$649K – – –
SOAMC
832
Spirit of America Management Corp
New York
$640K – – –
GLA
833
Great Lakes Advisors
Illinois
$640K +$66.3K +1,388 +12%
JT
834
Jump Trading
Illinois
$639K +$602K +12,604 +1,650%
WSCM
835
Wellington Shields Capital Management
New York
$637K – – –
HC
836
HHG & Company
Connecticut
$631K – – –
TSWM
837
Triangle Securities Wealth Management
North Carolina
$625K +$7.65K +160 +1%
ALA
838
Atherton Lane Advisers
California
$613K -$3.44K -72 -0.6%
CK
839
Cohen Klingenstein
New York
$612K – – –
TH
840
TCTC Holdings
Texas
$611K +$180K +3,776 +42%
ICOA
841
Investment Centers of America
North Dakota
$610K +$273K +5,652 +81%
WAM
842
Wolverine Asset Management
Illinois
$605K -$330K -6,924 -35%
CTC
843
Central Trust Company
Missouri
$605K +$112K +2,340 +23%
LPC
844
Loeb Partners Corp
New York
$602K – – –
FHB
845
First Hawaiian Bank
Hawaii
$600K +$130K +2,728 +28%
CT
846
Cambridge Trust
Massachusetts
$589K +$160K +3,348 +37%
WSTAM
847
Wilbanks Smith & Thomas Asset Management
Virginia
$586K -$16.4K -344 -3%
RA
848
Rational Advisors
New York
$584K – – –
PCM
849
Palisade Capital Management
New Jersey
$583K +$583K +12,200 New
BC
850
Banced Corp
Illinois
$578K -$234K -4,908 -29%
32 33
34
35 36