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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
CCM
901
Compton Capital Management
Rhode Island
$646K -$10.1K -200 -2%
Luther King Capital Management (LKCM)
902
Luther King Capital Management (LKCM)
Texas
$639K -$1.65M -32,640 -74%
CAM
903
Cypress Asset Management
Texas
$632K +$214K +4,236 +60%
DAS
904
Dynamic Advisor Solutions
Arizona
$631K +$571K +11,332 New
CC
905
Cadinha & Co
Hawaii
$624K +$101K +2,000 +22%
WHI
906
William Harris Investors
Illinois
$619K
HHMI
907
Howard Hughes Medical Institute
Maryland
$615K -$6.25K -124 -1%
KIA
908
KCM Investment Advisors
California
$613K -$53.2K -1,056 -9%
MWR
909
McAdams Wright Ragen
Washington
$612K +$147K +2,912 +36%
RA
910
Rational Advisors
New York
$610K -$63.5K -1,260 -10%
DIA
911
Dana Investment Advisors
Wisconsin
$608K +$22.2K +440 +4%
Boston Partners
912
Boston Partners
Massachusetts
$600K
BC
913
Banced Corp
Illinois
$597K -$69.8K -1,384 -11%
BBA
914
BLB&B Advisors
Pennsylvania
$592K +$14.5K +288 +3%
CCA
915
Catalyst Capital Advisors
New York
$588K +$532K +10,560 New
HHC
916
Hutchin Hill Capital
New York
$579K +$282K +5,600 +117%
PRA
917
Parametric Risk Advisors
Connecticut
$569K
LOCB
918
Lombard Odier & Cie (Bahamas)
Bahamas
$566K +$513K +10,168 New
AA
919
ALPS Advisors
Colorado
$561K +$254K +5,040 +94%
WSTAM
920
Wilbanks Smith & Thomas Asset Management
Virginia
$551K -$119K -2,360 -19%
G
921
GlobalBridge
Minnesota
$551K +$37.7K +748 +8%
ANBT
922
American National Bank & Trust
Texas
$549K -$14.7K -292 -3%
AIM
923
Acropolis Investment Management
Missouri
$544K +$3.02K +60 +0.6%
CCM
924
Cupps Capital Management
Illinois
$542K -$219K -4,340 -31%
ECM
925
Endex Capital Management
Kansas
$539K

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.