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Capital One Financial Series I Preferred Stock
COF.PRI

4 hedge funds and large institutions have $2.47M invested in Capital One Financial Series I Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.02M → $2.47M (+$455K)

0.01% more ownership

Funds ownership: 0.15% → 0.16% (+0.01%)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAM
Private Asset Management
California
+$116K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$115K

Top Sellers

Rank Fund Capital Flow
1
FWM
Filbrandt Wealth Management
Wisconsin
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1
Private Asset Management
California
$2.35M +$116K +4,724 +5%
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$118K +$115K +4,700 New
HWA
3
Heritage Wealth Advisors
Virginia
$6.27K – – –
SIM
4
Sonora Investment Management
Arizona
$3K – – –
FWM
5
Filbrandt Wealth Management
Wisconsin
– -$22K -1,000 Closed

COF.PRI Hedge Fund Activity: Q3 2020 in Review

4 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Capital One Financial Series I Preferred Stock (COF.PRI) for Q3 2020, worth a combined $2.47M — up 23% from $2.02M a quarter earlier.

Fund positioning in COF.PRI was balanced in Q3 2020: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Private Asset Management, adding an estimated $116K. The largest seller was Filbrandt Wealth Management, exiting entirely with an estimated $22K sold.

  • 4 institutional investors held Capital One Financial Series I Preferred Stock (COF.PRI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.47M of Capital One Financial Series I Preferred Stock stock for Q3 2020, up 23% quarter-over-quarter.
  • 1 fund opened new Capital One Financial Series I Preferred Stock positions in Q3 2020 and 1 closed out, a net change of 0 holders.
  • The largest Capital One Financial Series I Preferred Stock buyer in Q3 2020 was Private Asset Management, an estimated $116K added.
  • The largest Capital One Financial Series I Preferred Stock seller in Q3 2020 was Filbrandt Wealth Management, an estimated $22K sold.

Based on aggregated 13F filings for Q3 2020.