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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
BCI
1101
Brinker Capital Investments
Pennsylvania
$56K -$50.2K -996 -50%
RIA
1102
Regal Investment Advisors
Michigan
$56K
ZTNA
1103
Zions Trust National Association
Utah
$51K
FA
1104
Financial Advantage
Maryland
$49K
YL
1105
YCG LLC
Texas
$49K
IMS
1106
Index Management Solutions
Pennsylvania
$49K +$403 +8 +0.9%
NYLT
1107
New York Life Trust
New York
$48K +$5.65K +112 +15%
MWP
1108
MYCIO Wealth Partners
Pennsylvania
$45K +$6.05K +120 +18%
RFA
1109
Reilly Financial Advisors
California
$44K +$14.1K +280 +55%
MUMSS
1110
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K
DSC
1111
Duncker Streett & Co
Missouri
$38K
MPWT
1112
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$31.1K +616 New
FI
1113
FCM Investments
Texas
$33K
LNB
1114
Ledyard National Bank
$33K +$29.4K +584 New
CAL
1115
Capital Advisors Ltd
Ohio
$33K +$30.1K +596 New
PAS
1116
Partnervest Advisory Services
California
$31K -$2.02K -40 -7%
PSI
1117
Pinnacle Summer Investments
Virginia
$31K
SMU
1118
Signet Management USA
Virginia
$31K +$28.2K +560 New
TFO
1119
Tarbox Family Office
California
$30K +$26.8K +532 New
GXMC
1120
Global X Management Company
New York
$29K
ATC
1121
Adirondack Trust Company
New York
$28K
DBT
1122
Dubuque Bank & Trust
Iowa
$28K
BFEC
1123
Benjamin F. Edwards & Company
Missouri
$28K +$2.02K +40 +9%
PWAG
1124
Polaris Wealth Advisory Group
California
$27K
AA
1125
Apriem Advisors
California
$22K

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.