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Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
251
Xponance
Pennsylvania
$7.97M +$541K +3,634 +7%
AOWM
252
Alpha Omega Wealth Management
Virginia
$7.95M -$98K -658 -1%
GC
253
Guggenheim Capital
Illinois
$7.94M -$1.31M -8,780 -14%
SWM
254
Sendero Wealth Management
Texas
$7.94M -$862K -5,790 -10%
MIS
255
Morningstar Investment Services
Illinois
$7.93M -$8.03M -55,593 -50%
CII
256
Capital International Inc
California
$7.88M +$1.46M +9,778 +23%
SSB
257
Sandy Spring Bank
Maryland
$7.87M -$265K -1,781 -3%
CGH
258
Crossmark Global Holdings
Texas
$7.79M +$3.83M +25,731 +97%
MOACM
259
Mutual of America Capital Management
New York
$7.43M -$164K -1,102 -2%
Bank of Nova Scotia
260
Bank of Nova Scotia
Ontario, Canada
$7.4M -$27.6M -185,509 -79%
DWM
261
Dakota Wealth Management
Florida
$7.34M -$1.33M -8,961 -15%
VM
262
Venator Management
Pennsylvania
$7.08M +$14.9K +100 +0.2%
CA
263
Continental Advisors
Utah
$7.04M -$1.04M -7,000 -13%
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$6.99M -$5.19M -34,888 -43%
NAM
265
Nissay Asset Management
Japan
$6.86M +$58.7K +394 +0.9%
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$6.79M +$253K +1,701 +4%
HEIP
267
Hudson Edge Investment Partners
New Jersey
$6.79M -$270K -1,815 -4%
EAM
268
Eagle Asset Management
Florida
$6.65M +$1.4M +9,637 +27%
Creative Planning
269
Creative Planning
Kansas
$6.63M +$415K +2,786 +7%
GT
270
Glenmede Trust
Pennsylvania
$6.5M +$2.4M +16,119 +59%
SP
271
Stablepoint Partners
Massachusetts
$6.41M +$434K +2,916 +7%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$6.35M +$4.9M +32,942 +339%
OLA
273
Oliver Luxxe Assets
New Jersey
$6.21M +$1.53M +10,268 +33%
TW
274
TritonPoint Wealth
Maryland
$6.15M -$354K -2,838 -5%
B
275
Bailard
California
$6.14M +$214K +1,434 +4%
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