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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
SA
926
Strategic Advisors
New York
$539K +$4.03K +80 +0.8%
FHB
927
First Hawaiian Bank
Hawaii
$534K -$150K -2,972 -24%
HRC
928
Hoertkorn Richard Charles
$523K +$474K +9,400 New
CL
929
CFS LLC
Oklahoma
$512K
VAM
930
Visium Asset Management
New York
$512K +$27.8K +552 +6%
LJAC
931
L.J. Altfest & Co
New York
$512K +$464K +9,196 New
SAMC
932
Shinko Asset Management Company
Japan
$501K -$30.1K -596 -6%
PWM
933
Perigon Wealth Management
California
$495K +$449K +8,896 New
WPW
934
Waldron Private Wealth
Pennsylvania
$490K +$443K +8,796 New
CFA
935
Carroll Financial Associates
North Carolina
$487K +$113K +2,248 +35%
DWA
936
Dorsey Wright & Associates
California
$486K +$13.1K +260 +3%
JIC
937
Johnson Investment Counsel
Ohio
$478K -$78.3K -1,552 -15%
SGAM
938
Steinberg Global Asset Management
Florida
$472K
EA
939
Emerald Advisers
Pennsylvania
$469K -$12.9K -256 -3%
FWCM
940
Ferguson Wellman Capital Management
Oregon
$469K
BA
941
Bridgewater Associates
Connecticut
$468K +$424K +8,404 New
SI
942
SII Investments
Wisconsin
$467K +$7.26K +144 +2%
CL
943
CPWM LLC
Washington
$463K +$6.05K +120 +1%
MCM
944
Manchester Capital Management
Vermont
$459K -$90.8K -1,800 -18%
MFW
945
Meristem Family Wealth
Minnesota
$458K +$20.2K +400 +5%
CDH
946
Charles D. Hyman
$456K -$10.1K -200 -2%
CAMI
947
Concord Asset Management (Illinois)
Illinois
$456K
CTI
948
Community Trust & Investment
Kentucky
$445K -$7.87K -156 -2%
GL
949
Globe Life
Texas
$445K
MGIA
950
Moneta Group Investment Advisors
Missouri
$445K

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.