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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 %
MA
351
Montag & Associates
Georgia
$3.17M – – –
RCA
352
Riverview Capital Advisers
Massachusetts
$3.12M +$14.4K +91 +0.5%
DIA
353
Dana Investment Advisors
Wisconsin
$3.08M +$3.08M +20,653 New
HT
354
Heritage Trust
Oklahoma
$3.06M +$25.8K +173 +0.8%
APF
355
Alaska Permanent Fund
Alaska
$3M -$96.3K -647 -3%
QCM
356
Quantinno Capital Management
New York
$3M +$588K +3,948 +24%
UCFA
357
United Capital Financial Advisors
Texas
$3M -$706K -4,742 -19%
OC
358
Oppenheimer & Co
New York
$2.98M -$279K -1,872 -9%
TCM
359
Twin Capital Management
Pennsylvania
$2.93M -$144K -970 -5%
IIM
360
Intact Investment Management
Quebec, Canada
$2.93M -$998K -6,700 -25%
CS
361
Cannell & Spears
New York
$2.91M +$2.91M +19,544 New
AAS
362
Avantax Advisory Services
Texas
$2.88M -$13.3K -89 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
363
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.86M +$2.86M +19,216 New
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$2.86M -$89.3K -600 -3%
RWA
365
River Wealth Advisors
Pennsylvania
$2.83M -$244K -1,641 -8%
SPIA
366
Steward Partners Investment Advisory
New York
$2.83M +$242K +1,626 +9%
CB
367
Cadence Bank
Mississippi
$2.79M +$132K +889 +5%
TCM
368
Tufton Capital Management
Maryland
$2.78M -$14.9K -100 -0.5%
TCOV
369
Trust Company of Vermont
Vermont
$2.75M -$110K -738 -4%
DDC
370
DF Dent & Co
Maryland
$2.66M -$447 -3 -0%
MPPLM
371
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.64M +$907K +6,093 +52%
MIM
372
Morningstar Investment Management
Illinois
$2.64M -$200K -1,344 -7%
FLPIM
373
F.L. Putnam Investment Management
Massachusetts
$2.61M +$4.17K +28 +0.2%
KWM
374
Kingsview Wealth Management
Oregon
$2.6M +$114K +764 +5%
EC
375
EJF Capital
Virginia
$2.59M +$232K +1,558 +10%
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15
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