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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
RCG
76
Ruane, Cunniff & Goldfarb
New York
$251M -$3.88M -77,028 -2%
ECU
77
Egerton Capital (UK)
United Kingdom
$245M +$14.3M +282,884 +7%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$239M -$4.91M -97,284 -2%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$239M -$6.65M -131,848 -3%
Westfield Capital Management
80
Westfield Capital Management
Massachusetts
$231M -$2.16M -42,840 -1%
O
81
OppenheimerFunds
New York
$228M -$6.78M -134,520 -3%
Charles Schwab
82
Charles Schwab
California
$226M +$3.65M +72,384 +2%
Capital Research Global Investors
83
Capital Research Global Investors
California
$223M
SGA
84
Sustainable Growth Advisers
Connecticut
$221M -$9.18M -181,980 -4%
SO
85
STRS Ohio
Ohio
$219M -$26M -516,652 -12%
AC
86
Alleghany Corporation
New York
$214M
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$211M +$1.31M +26,000 +0.7%
VAM
88
Vontobel Asset Management
New York
$207M +$188M +3,737,084 New
USAA
89
United Services Automobile Association
Texas
$203M -$15.1M -299,252 -8%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$203M -$7.89M -156,580 -4%
HCM
91
Holland Capital Management
Illinois
$203M +$1.14M +22,704 +0.6%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$202M +$32.3M +640,000 +21%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$201M +$25.2M +499,112 +16%
WP
94
Wedgewood Partners
Missouri
$200M +$7.44M +147,476 +4%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$198M -$4.56M -90,420 -2%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$197M -$93.1M -1,845,520 -34%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$195M -$4.21M -83,532 -2%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$195M +$42.6M +845,708 +32%
PPA
99
Parametric Portfolio Associates
Washington
$194M +$7.59M +150,456 +5%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$180M +$2.22M +44,056 +1%

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.