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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
SEC
976
Seven Eight Capital
New York
$379K +$343K +6,800 New
Twin Tree Management
977
Twin Tree Management
Texas
$377K +$342K +6,780 New
SCM
978
SOL Capital Management
Maryland
$374K +$71.6K +1,420 +27%
JIP
979
Jaffetilchin Investment Partners
Florida
$368K +$333K +6,608 New
ZCI
980
Zevenbergen Capital Investments
Washington
$366K +$59.5K +1,180 +22%
VFS
981
VSR Financial Services
Kansas
$365K -$3.43K -68 -1%
ANB
982
Amarillo National Bank
Texas
$359K
CCA
983
Checchi Capital Advisers
California
$359K +$325K +6,440 New
PM
984
Platinum Management
New York
$356K -$1.04M -20,600 -76%
BP
985
Ballentine Partners
Massachusetts
$356K +$7.06K +140 +2%
SH
986
Scepter Holdings
Texas
$356K +$323K +6,400 New
CFA
987
Capstone Financial Advisors
Illinois
$355K +$321K +6,376 New
FANJ
988
Financial Architects (New Jersey)
New Jersey
$352K +$102K +2,016 +47%
ACA
989
Anchor Capital Advisors
Massachusetts
$345K +$1.41K +28 +0.5%
PWLP
990
Prio Wealth Limited Partnership
Massachusetts
$345K +$30.7K +608 +11%
GI
991
Gradient Investments
Minnesota
$345K +$125K +2,484 +67%
LWM
992
Lenox Wealth Management
Ohio
$345K +$312K +6,196 New
WSA
993
Willow Street Advisors
Florida
$340K
SC
994
Savant Capital
Illinois
$338K +$15.5K +308 +5%
TFF
995
Timothy F. Fidgeon
$338K +$20.2K +400 +7%
PFBT
996
Parkside Financial Bank & Trust
Missouri
$337K +$26K +516 +9%
HF
997
Hoxton Financial
West Virginia
$336K +$304K +6,036 New
KAM
998
Keeley Asset Management
Illinois
$334K
WMC
999
Westwood Management Corporation
Illinois
$334K
CI
1000
Chartist Inc
California
$333K +$4.03K +80 +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.