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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.12B +$376M +7,457,268 +6%
State Street
2
State Street
Massachusetts
$5.67B +$26.6M +526,896 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.54B +$2.82M +56,020 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.31B +$128M +2,534,760 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.16B -$54.9M -1,089,480 -2%
BIT
6
BlackRock Institutional Trust
California
$2.97B -$55.3M -1,097,720 -2%
Sands Capital Management
7
Sands Capital Management
Virginia
$2.76B -$268M -5,309,004 -10%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.82B -$84.5M -1,676,196 -5%
Morgan Stanley
9
Morgan Stanley
New York
$1.7B +$7.89M +156,500 +0.5%
Northern Trust
10
Northern Trust
Illinois
$1.45B -$15M -297,768 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.31B -$73.1M -1,449,848 -6%
Winslow Capital Management
12
Winslow Capital Management
Minnesota
$1.31B -$35.3M -700,256 -3%
Ameriprise
13
Ameriprise
Minnesota
$1.3B +$143M +2,841,548 +14%
Jennison Associates
14
Jennison Associates
New York
$1.3B +$113M +2,234,072 +11%
Macquarie Group
15
Macquarie Group
Australia
$1.24B -$59.8M -1,185,172 -5%
BFA
16
BlackRock Fund Advisors
California
$1.18B +$30.4M +603,052 +3%
Goldman Sachs
17
Goldman Sachs
New York
$1.16B +$4.31M +85,432 +0.4%
TCIM
18
TIAA CREF Investment Management
New York
$1.12B +$67.4M +1,335,840 +7%
Wells Fargo
19
Wells Fargo
California
$1.05B +$202M +4,004,428 +27%
Primecap Management
20
Primecap Management
California
$1.04B -$5.17M -102,596 -0.5%
Brown Advisory
21
Brown Advisory
Maryland
$1.02B +$90M +1,784,384 +11%
Norges Bank
22
Norges Bank
Norway
$1.01B -$4.89M -97,072 -0.5%
Harris Associates
23
Harris Associates
Illinois
$970M +$82M +1,625,900 +10%
JHIU
24
Janus Henderson Investors US
Colorado
$918M -$127M -2,512,640 -13%
BG
25
BlackRock Group
United Kingdom
$908M -$34.9M -691,612 -4%

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.