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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
I
876
IberiaBank
Louisiana
$747K -$14.5K -288 -2%
WSCM
877
Wellington Shields Capital Management
New York
$743K
TRCT
878
Tower Research Capital (TRC)
New York
$742K -$934K -18,532 -58%
MPI
879
Mairs & Power Inc
Minnesota
$742K +$389K +7,720 +138%
NCMW
880
Northern Capital Management (Wisconsin)
Wisconsin
$737K -$69.6K -1,380 -9%
HC
881
HHG & Company
Connecticut
$737K
SCM
882
Schnieders Capital Management
California
$737K +$668K +13,240 New
ECM
883
Estabrook Capital Management
New York
$730K +$96.8K +1,920 +17%
LPC
884
Loeb Partners Corp
New York
$724K +$20.2K +400 +3%
DWT
885
Dorsey & Whitney Trust
South Dakota
$723K +$164K +3,252 +33%
ALA
886
Atherton Lane Advisers
California
$722K +$6.45K +128 +1%
CK
887
Cohen Klingenstein
New York
$713K
TH
888
TCTC Holdings
Texas
$712K
HCA
889
Harbour Capital Advisors
Virginia
$708K +$31.3K +620 +5%
MA
890
Montag & Associates
Georgia
$708K +$641K +12,716 New
Jones Financial Companies
891
Jones Financial Companies
Missouri
$690K +$95.8K +1,900 +18%
NAMA
892
Nikko Asset Management Americas
New York
$685K -$867K -17,200 -58%
AI
893
Atria Investments
North Carolina
$679K +$53.4K +1,060 +10%
DCM
894
Dialectic Capital Management
Connecticut
$677K -$2.81M -55,808 -82%
DFIM
895
Detwiler Fenton Investment Management
Massachusetts
$662K
TSWM
896
Triangle Securities Wealth Management
North Carolina
$661K -$60.5K -1,200 -9%
CT
897
Cambridge Trust
Massachusetts
$661K -$22.8K -452 -4%
SCIA
898
Sanibel Captiva Investment Advisers
Illinois
$661K
FM
899
Foster & Motley
Ohio
$653K -$103K -2,040 -15%
GLI
900
Guardian Life Insurance
New York
$649K -$649K -12,876 -52%

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.