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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
CCS
1051
Crosspoint Capital Strategies
California
$220K +$197K +3,904 New
GG
1052
Gofen & Glossberg
Illinois
$218K -$4.64K -92 -2%
AWA
1053
Arete Wealth Advisors
Illinois
$218K +$198K +3,920 New
BT
1054
Bankers Trust
Iowa
$218K +$198K +3,920 New
AW
1055
Alpha Windward
Massachusetts
$213K -$6.25K -124 -3%
WI
1056
Wedgewood Investors
Pennsylvania
$212K +$192K +3,800 New
SLG
1057
Stanley-Laman Group
Pennsylvania
$211K +$191K +3,792 New
EVM
1058
Evelyn V. Moreno
$210K +$190K +3,768 New
BSW
1059
Buckingham Strategic Wealth
Missouri
$208K +$188K +3,736 New
MAM
1060
Mizuho Asset Management
Japan
$206K -$32.9K -652 -15%
CAG
1061
Crestwood Advisors Group
Massachusetts
$204K -$71K -1,408 -28%
JIC
1062
Joel Isaacson & Co
New York
$202K
SWM
1063
SVA Wealth Management
Wisconsin
$202K +$183K +3,632 New
NES
1064
New England Securities
New York
$198K +$10.1K +200 +6%
SF
1065
Synovus Financial
Georgia
$193K -$259K -5,140 -60%
VNB
1066
Valley National Bancorp
New York
$189K +$171K +3,400 New
Manulife (Manufacturers Life Insurance)
1067
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186K -$8.17M -162,120 -5%
PI
1068
PineBridge Investments
New York
$178K -$528K -10,468 -77%
LSV Asset Management
1069
LSV Asset Management
Illinois
$178K -$274K -5,440 -63%
OIA
1070
Optimum Investment Advisors
Illinois
$177K +$10.1K +200 +7%
HCM
1071
Highlander Capital Management
New Jersey
$167K
BEAM
1072
Baker Ellis Asset Management
Washington
$155K
HCP
1073
Holt Capital Partners
Texas
$145K +$131K +2,600 New
BCM
1074
Blume Capital Management
California
$145K +$131K +2,608 New
BC
1075
Bartlett & Co
Ohio
$144K -$6.45K -128 -5%

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.