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Visa
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Overview Fund Activity

1,080 hedge funds and large institutions have $85B invested in Visa in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 421 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+29
Holders Change %
+2.76%
% of All Funds
35.03%
Holding in Top 10
120
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.45%
% of All Funds
3.89%
New
105
Increased
421
Reduced
430
Closed
65
Calls
$786M
Puts
$1.07B
Net Calls
-$288M
Net Calls Change
-$228M

Top Buyers

1
State Street
State Street
Massachusetts
$4.84B
2
Brown Advisory
Brown Advisory
Maryland
$793M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.58B
4
CBOA
Commonwealth Bank of Australia
Australia
$675M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$393M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$197M
2
SA
SPO Advisory
California
$480M
3
UBS AM
UBS AM
Illinois
$586M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$117M
5
Citadel Advisors
Citadel Advisors
Florida
$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
1126
Hancock Whitney
Mississippi
– -$493K -10,800 Closed
DWM
1127
Destination Wealth Management
California
– -$465K -10,196 Closed
CAS
1128
CTC Alternative Strategies
Illinois
– -$402K -8,800 Closed
HB
1129
Homrich & Berg
Georgia
– -$372K -8,144 Closed
BCM
1130
Bluefin Capital Management
New York
– -$400K -8,080 Closed
PP
1131
Paloma Partners
Connecticut
– -$274K -6,000 Closed
BT
1132
Bankers Trust
Iowa
– -$261K -5,712 Closed
CBN
1133
Cadence Bank NA
Texas
– -$258K -5,648 Closed
PFC
1134
Phocas Financial Corp
California
– -$238K -5,200 Closed
HAMF
1135
Hatteras Alternative Mutual Funds
North Carolina
– -$221K -4,832 Closed
UAS
1136
United Asset Strategies
New York
– -$214K -4,684 Closed
SBCM
1137
Silver Bridge Capital Management
Massachusetts
– -$201K -4,404 Closed
KPCM
1138
Kings Point Capital Management
New York
– -$167K -3,660 Closed
HF
1139
Hoxton Financial
West Virginia
– -$124K -2,720 Closed
MS
1140
Madison Scottsdale
Arizona
– -$64K -1,400 Closed
CW
1141
Cobiz Wealth
Colorado
– -$57K -1,248 Closed
IWC
1142
Integrated Wealth Counsel
California
– -$37K -800 Closed
WA
1143
WestEnd Advisors
North Carolina
– -$13K -284 Closed
BWM
1144
Baystate Wealth Management
Massachusetts
– -$12K -272 Closed
TIM
1145
Tortoise Investment Management
New York
– -$11K -240 Closed
SMA
1146
Simply Money Advisors
Ohio
– -$4K -96 Closed
CFA
1147
Camarda Financial Advisors
Florida
– -$4K -80 Closed
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