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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
BFS
1001
Bradley Foster & Sargent
Connecticut
$330K +$605 +12 +0.2%
JRP
1002
Jasper Ridge Partners
California
$328K
HIMC
1003
Heritage Investors Management Corp
Maryland
$325K -$4.03K -80 -1%
GI
1004
Glovista Investments
New Jersey
$324K +$202 +4 +0.1%
RT
1005
Reliance Trust
Georgia
$322K -$4.03K -80 -1%
BMC
1006
Benin Management Corp
Connecticut
$308K -$161K -3,200 -37%
TIA
1007
Tiemann Investment Advisors
California
$302K +$274K +5,432 New
Jacobs Levy Equity Management
1008
Jacobs Levy Equity Management
New Jersey
$301K -$49.9M -989,000 -99%
UBWV
1009
United Bank (West Virginia)
West Virginia
$300K +$10.7K +212 +4%
CPO
1010
Cerity Partners OCIO
New York
$295K -$80.7K -1,600 -23%
BONST
1011
Bank of Nova Scotia Trust
Ontario, Canada
$294K +$5.04K +100 +2%
CS
1012
Comerica Securities
Michigan
$293K -$10.3K -204 -4%
NPIT
1013
National Penn Investors Trust
Pennsylvania
$293K
PFA
1014
Paradigm Financial Advisors
Missouri
$292K +$264K +5,240 New
WIS
1015
Wright Investors Service
Connecticut
$291K -$440K -8,724 -63%
Pacer Advisors
1016
Pacer Advisors
Pennsylvania
$283K +$217K +4,312 New
PTC
1017
Private Trust Company
Ohio
$282K +$37.5K +744 +17%
GAG
1018
GM Advisory Group
New York
$281K +$255K +5,056 New
CCM
1019
Catawba Capital Management
Virginia
$276K
PGIM
1020
Pacific Global Investment Management
California
$276K
ICOA
1021
Investment Centers of America
North Dakota
$275K -$350K -6,932 -55%
BTW
1022
Boston Trust Walden
Massachusetts
$274K
CC
1023
Courier Capital
New York
$274K +$248K +4,920 New
FPA
1024
Fieldpoint Private Advisors
New York
$272K +$246K +4,880 New
TCOV
1025
Trust Company of Vermont
Vermont
$271K +$73.8K +1,464 +43%

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.