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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
FHA
951
First Horizon Advisors
Tennessee
$445K +$109K +2,164 +36%
HCM
952
Hodges Capital Management
Texas
$443K
TSW
953
Thompson Siegel & Walmsley
Virginia
$442K -$696K -13,800 -64%
DD
954
Dominick & Dominick
New York
$442K -$5.04K -100 -1%
EIM
955
Essex Investment Management
Massachusetts
$437K
GGPS
956
Gary Goldberg Planning Services
New York
$429K +$68K +1,348 +21%
HB
957
Homrich & Berg
Georgia
$424K +$384K +7,608 New
MBT
958
Montecito Bank & Trust
California
$424K +$384K +7,624 New
NEAM
959
New England Asset Management
Connecticut
$423K
NIMI
960
Natixis Investment Managers International
France
$418K
WA
961
Waverly Advisors
Alabama
$412K +$9.08K +180 +2%
BCM
962
Beck Capital Management
Texas
$411K +$382K +7,568 New
GJCM
963
Grand Jean Capital Management
California
$410K +$121K +2,400 +48%
BHB
964
Bank Hapoalim BM
Israel
$410K +$371K +7,360 New
BWP
965
Baldwin Wealth Partners
Massachusetts
$408K -$36.7K -728 -9%
RNS
966
Robert N. Shapiro
$408K +$14.3K +284 +4%
RMDI
967
R.M. Davis Inc
Maine
$408K +$54K +1,072 +17%
WIC
968
Wood Investment Counsel
Colorado
$403K
PMFA
969
Plante Moran Financial Advisors
Michigan
$401K +$31.7K +628 +10%
Fuller & Thaler Asset Management
970
Fuller & Thaler Asset Management
California
$401K +$60.5K +1,200 +20%
AWCI
971
Alpine Woods Capital Investors
New York
$390K +$20.2K +400 +6%
BJL
972
Brighton Jones LLC
Washington
$390K +$132K +2,620 +60%
CFA
973
Cahill Financial Advisors
Minnesota
$389K +$352K +6,976 New
MCWS
974
McKinley Carter Wealth Services
West Virginia
$386K +$84.7K +1,680 +32%
MIC
975
MU Investments Company
Japan
$385K -$40.3K -800 -10%

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.