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Capital One Financial Series I Preferred Stock
COF.PRI

2 hedge funds and large institutions have $2.44M invested in Capital One Financial Series I Preferred Stock in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.44M → $2.44M (+$1K)

0.01% more ownership

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

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
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
+$53.6K
2
KLWA
Kelly Lawrence W & Associates
California
+$30.9K

Top Sellers

Rank Fund Capital Flow
1
HWA
Heritage Wealth Advisors
Virginia
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1
Private Asset Management
California
$2.41M +$53.6K +2,080 +2%
KLWA
2
Kelly Lawrence W & Associates
California
$31K +$30.9K +1,200 New
HWA
3
Heritage Wealth Advisors
Virginia
– -$7K -250 Closed

COF.PRI Hedge Fund Activity: Q1 2021 in Review

2 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Capital One Financial Series I Preferred Stock (COF.PRI) for Q1 2021, worth a combined $2.44M — up 0.04% from $2.44M a quarter earlier.

Fund positioning in COF.PRI was balanced in Q1 2021: 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 $53.6K. The largest seller was Heritage Wealth Advisors, exiting entirely with an estimated $7K sold.

  • 2 institutional investors held Capital One Financial Series I Preferred Stock (COF.PRI) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $2.44M of Capital One Financial Series I Preferred Stock stock for Q1 2021, up 0.04% quarter-over-quarter.
  • 1 fund opened new Capital One Financial Series I Preferred Stock positions in Q1 2021 and 1 closed out, a net change of 0 holders.
  • The largest Capital One Financial Series I Preferred Stock buyer in Q1 2021 was Private Asset Management, an estimated $53.6K added.
  • The largest Capital One Financial Series I Preferred Stock seller in Q1 2021 was Heritage Wealth Advisors, an estimated $7K sold.

Based on aggregated 13F filings for Q1 2021.