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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
CCP
826
Clarkston Capital Partners
Michigan
$1.05M +$8.87K +176 +0.9%
BEC
827
Blue Edge Capital
Virginia
$1.03M +$936K +18,572 New
HFS
828
HL Financial Services
Kentucky
$1.02M -$1.9M -37,632 -67%
AIM
829
Aspen Investment Management
Michigan
$1M -$16.1K -320 -2%
BMO
830
Beck Mack & Oliver
New York
$998K -$9.68K -192 -1%
EWM
831
Endurance Wealth Management
Rhode Island
$995K +$73.6K +1,460 +9%
EPFB
832
Employees Provident Fund Board
Malaysia
$980K
OPCM
833
Osborne Partners Capital Management
California
$976K -$33.9K -672 -4%
TCM
834
Tran Capital Management
California
$973K -$56.9K -1,128 -6%
CG
835
Colony Group
Massachusetts
$973K +$412K +8,168 +88%
B
836
BancorpSouth
Mississippi
$967K -$3.43K -68 -0.4%
TFA
837
Transamerica Financial Advisors
Florida
$961K -$67.4K -1,336 -7%
ASN
838
Advisory Services Network
Georgia
$960K +$869K +17,240 New
OMCS
839
Old Mutual Customised Solutions
South Africa
$958K
IIM
840
Intact Investment Management
Quebec, Canada
$957K +$867K +17,200 New
FCH
841
Freestone Capital Holdings
Washington
$953K -$69K -1,368 -7%
SC
842
SouthState Corp
Florida
$941K -$47.4K -940 -5%
GIS
843
Guardian Investor Services
New York
$921K +$15.1K +300 +2%
SSB
844
Sandy Spring Bank
Maryland
$910K -$25.8K -512 -3%
WB
845
WesBanco Bank
West Virginia
$910K +$65.5K +1,300 +9%
MC
846
Miles Capital
Iowa
$907K -$522K -10,360 -39%
MHC
847
Meyer Handelman Company
New York
$891K
HHGA
848
Halbert Hargrove Global Advisors
California
$877K -$167K -3,308 -17%
PCM
849
Palisade Capital Management
New Jersey
$876K +$178K +3,528 +29%
BOTW
850
Bank of the West
California
$873K -$22.8K -452 -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.