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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
CCT
1026
Chemung Canal Trust
New York
$271K +$245K +4,860 New
RC
1027
RegentAtlantic Capital
New Jersey
$266K -$105K -2,088 -30%
ITIM
1028
Indiana Trust & Investment Management
Indiana
$266K
WSA
1029
Wall Street Associates
California
$266K
CA
1030
Cetera Advisors
Colorado
$265K +$240K +4,768 New
FIM
1031
Freedom Investment Management
Connecticut
$261K -$30.7K -608 -11%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$257K -$807 -16 -0.3%
TCM
1033
Tradewinds Capital Management
Washington
$257K +$233K +4,624 New
CSIC
1034
Clifford Swan Investment Counsel
California
$254K +$5.65K +112 +3%
ST
1035
Sentinel Trust
Texas
$253K
GEM
1036
Global Endowment Management
North Carolina
$252K +$228K +4,520 New
CC
1037
Cornerstone Capital
California
$251K
VHAM
1038
Van Hulzen Asset Management
California
$251K +$227K +4,508 New
GT
1039
Glenview Trust
Kentucky
$248K +$225K +4,460 New
CCM
1040
Covington Capital Management
California
$240K -$6.86K -136 -3%
WCF
1041
West Coast Financial
California
$240K
CFS
1042
Community Financial System
New York
$239K
EFSCE
1043
Enterprise Financial Services Corp (EFSC)
Missouri
$235K
WAM
1044
Weatherly Asset Management
California
$234K
FCBT
1045
First Citizens Bank & Trust
North Carolina
$233K -$9.86M -195,528 -98%
EWM
1046
Elite Wealth Management
Washington
$231K -$11.1K -220 -5%
WEC
1047
Winslow Evans & Crocker
Massachusetts
$229K +$208K +4,124 New
AAS
1048
Annex Advisory Services
Wisconsin
$228K -$22.6K -448 -10%
TYCC
1049
Texas Yale Capital Corp
Florida
$228K +$206K +4,092 New
ZCA
1050
Zeke Capital Advisors
Pennsylvania
$223K -$101K -2,000 -33%

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.