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1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
876
Virtu KCG Holdings
New York
$775K -$1.4M -26,116 -64%
ATC
877
Argent Trust Company
Louisiana
$772K +$215 +4 +0%
MA
878
Montag & Associates
Georgia
$771K +$69.9K +1,300 +10%
PAM
879
Princeton Alpha Management
New Jersey
$762K -$1.25M -23,168 -62%
FFC
880
First Financial Corp
Indiana
$756K -$168K -3,120 -18%
HEIP
881
Hudson Edge Investment Partners
New Jersey
$753K +$57K +1,060 +8%
HIMC
882
Heritage Investors Management Corp
Maryland
$753K +$279K +5,200 +58%
GIS
883
Guardian Investor Services
New York
$745K -$60K -1,116 -7%
RNS
884
Robert N. Shapiro
$744K +$63.2K +1,176 +9%
BHWM
885
Bar Harbor Wealth Management
New Hampshire
$729K -$14.2K -264 -2%
SFM
886
Systematic Financial Management
New Jersey
$725K
WSTAM
887
Wilbanks Smith & Thomas Asset Management
Virginia
$725K +$61.1K +1,136 +9%
SOAMC
888
Spirit of America Management Corp
New York
$715K
ARMT
889
Amica Retiree Medical Trust
Rhode Island
$712K
NPA
890
Nichols & Pratt Advisers
Massachusetts
$707K +$23.6K +440 +3%
HC
891
HHG & Company
Connecticut
$704K
PCM
892
Parsons Capital Management
Rhode Island
$703K
LPC
893
Loeb Partners Corp
New York
$693K
OPCM
894
Osborne Partners Capital Management
California
$687K -$18.3K -340 -3%
CCM
895
CrestPoint Capital Management
Missouri
$683K -$21.5K -400 -3%
CK
896
Cohen Klingenstein
New York
$683K
TH
897
TCTC Holdings
Texas
$683K
BC
898
Bartlett & Co
Ohio
$671K +$516K +9,600 +321%
TSBJ
899
Trevor, Stewart, Burton & Jacobsen
New York
$668K -$279K -5,200 -29%
SLG
900
Stanley-Laman Group
Pennsylvania
$665K +$53.5K +996 +9%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.