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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
1GA
851
1st Global Advisors
Texas
$872K +$605 +12 +0.1%
PCM
852
Parsons Capital Management
Rhode Island
$870K +$4.44K +88 +0.6%
CTC
853
Central Trust Company
Missouri
$858K +$138K +2,740 +22%
SCM
854
Shelton Capital Management
Colorado
$856K
WA
855
WBH Advisory
Maryland
$850K
BRWA
856
B. Riley Wealth Advisors
Florida
$845K +$62.9K +1,248 +9%
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$843K -$5.04K -100 -0.7%
RBC
858
Ronald Blue & Co
Georgia
$843K +$9.68K +192 +1%
CCA
859
Cobblestone Capital Advisors
New York
$836K +$9.08K +180 +1%
OA
860
OFI Advisors
Pennsylvania
$836K +$55.1K +1,092 +8%
TCM
861
Telos Capital Management
California
$834K -$36.3K -720 -5%
JFGIW
862
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$826K +$37.1K +736 +5%
HEIP
863
Hudson Edge Investment Partners
New Jersey
$825K -$31.3K -620 -4%
WMSA
864
Weiss Multi-Strategy Advisers
New York
$815K -$9.72M -192,760 -93%
RCAG
865
Rehmann Capital Advisory Group
Michigan
$814K +$48.2K +956 +7%
ST
866
Smithfield Trust
Pennsylvania
$808K -$30.7K -608 -4%
HH
867
Hilltop Holdings
Texas
$802K -$47K -932 -6%
FT
868
Fiduciary Trust
Massachusetts
$786K
ARMT
869
Amica Retiree Medical Trust
Rhode Island
$785K +$711K +14,104 New
SFU
870
Stonehage Fleming (UK)
United Kingdom
$784K +$710K +14,080 New
IPRC
871
Indices-Pac Research Corporation
New Jersey
$772K -$30.9K -612 -4%
TSBJ
872
Trevor, Stewart, Burton & Jacobsen
New York
$769K +$697K +13,820 New
PJSIMP
873
P.J. Schmidt Investment Management (PJS)
Wisconsin
$764K +$219K +4,340 +46%
SFM
874
Systematic Financial Management
New Jersey
$757K
GLA
875
Great Lakes Advisors
Illinois
$749K +$2.82K +56 +0.4%

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.