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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
HDIM
1126
Hanson & Doremus Investment Management
Vermont
$22K
HCM
1127
Horrell Capital Management
Arkansas
$22K
LFR
1128
Lehman Financial Resources
Pennsylvania
$22K
SHWM
1129
Smith & Howard Wealth Management
Georgia
$22K
IFA
1130
Interactive Financial Advisors
Illinois
$19K
NC
1131
Nicholas Company
Wisconsin
$19K
HR
1132
Howe & Rusling
New York
$19K +$17.1K +340 New
HCC
1133
Hirtle Callaghan & Co
Pennsylvania
$18K
CAW
1134
Cornerstone Advisors (Washington)
Washington
$17K +$15.1K +300 New
PTCG
1135
Pring Turner Capital Group
California
$17K +$15.1K +300 New
MA
1136
MCF Advisors
Kentucky
$16K
WOC
1137
West Oak Capital
California
$15.8K
LWA
1138
Lenox Wealth Advisors
New York
$15K +$7.66K +152 +127%
CHC
1139
City Holding Co
West Virginia
$15K +$13.9K +276 New
ACM
1140
Axel Capital Management
New York
$13K
JFA
1141
JNBA Financial Advisors
Minnesota
$13K
MRCM
1142
M&R Capital Management
New Jersey
$11.2K -$1.24M -24,540 -11%
CAL
1143
Capital Analysts LLC
Pennsylvania
$11.1K
WCM
1144
Windsor Capital Management
Arizona
$11K +$9.88K +196 New
S
1145
SignatureFD
Georgia
$9K -$1.01K -20 -11%
CCM
1146
Chilton Capital Management
Texas
$8.91K
NIM
1147
NuWave Investment Management
New Jersey
$6K -$800K -15,860 -99%
SAM
1148
Solaris Asset Management
New York
$6K -$2.02K -40 -29%
AC
1149
Alexandria Capital
Virginia
$6K
HFM
1150
Hartford Financial Management
Connecticut
$6K

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.