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Capital One

807 hedge funds and large institutions have $35.5B invested in Capital One in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 301 increasing their positions, 315 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 89.14%89.06% (-0.08%)

4% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 315

5% less capital invested

Capital invested by funds: $37.3B → $35.5B (-$1.75B)

2% less funds holding

Funds holding: 826807 (-19)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

16% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 73

37% less call options, than puts

Call options by funds: $238M | Put options by funds: $378M

Holders
807
Holders Change
-19
Holders Change %
-2.3%
% of All Funds
20.12%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
61
Increased
301
Reduced
315
Closed
73
Calls
$238M
Puts
$378M
Net Calls
-$141M
Net Calls Change
-$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
376
Millennium Management
New York
$2.42M -$24.1M -297,139 -91%
ST
377
Somerset Trust
Pennsylvania
$2.32M -$28.8K -354 -1%
OAC
378
OMERS Administration Corp
Ontario, Canada
$2.31M +$2.27M +27,900 New
CSM
379
CAMG Solamere Management
North Carolina
$2.28M +$79.2K +975 +4%
AAMU
380
Amundi Asset Management US
Massachusetts
$2.27M
LCM
381
Lakewood Capital Management
New York
$2.26M +$2.23M +27,400 New
RG
382
Renaissance Group
Kentucky
$2.26M -$2.76K -34 -0.1%
BVDMP
383
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$2.21M +$1.06M +13,085 +96%
BSPF
384
British Steel Pension Fund
United Kingdom
$2.2M
FWCM
385
Ferguson Wellman Capital Management
Oregon
$2.15M -$51.9K -639 -2%
AIP
386
Almanack Investment Partners
Pennsylvania
$2.08M -$3.09K -38 -0.2%
HW
387
Hancock Whitney
Mississippi
$2.07M -$157K -1,935 -7%
AIM
388
Assured Investment Management
New York
$2.07M +$1.2M +14,720 +142%
GL
389
GLG LLC
New York
$2.07M -$237K -2,915 -10%
RC
390
RBF Capital
California
$2.07M
KFBMI
391
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.07M
ICOM
392
Investment Counselors of Maryland
Maryland
$2.05M -$14.2K -175 -0.7%
AF
393
Arrow Financial
New York
$2.04M -$112K -1,382 -5%
ZDA
394
Zweig-DiMenna Associates
New York
$2.03M +$1.77M +21,841 +809%
Victory Capital Management
395
Victory Capital Management
Texas
$2.02M +$194K +2,385 +11%
DDC
396
DF Dent & Co
Maryland
$2M
TCM
397
Tufton Capital Management
Maryland
$2M -$550K -6,770 -22%
AT
398
Argent Trust
Texas
$1.97M +$185K +2,274 +11%
Brown Advisory
399
Brown Advisory
Maryland
$1.95M -$1.98M -24,335 -51%
QSS
400
Quantitative Systematic Strategies
Florida
$1.94M +$1.93M +23,720 New

COF Hedge Fund Activity: Q2 2017 in Review

807 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2017, worth a combined $35.5B — down 4.7% from $37.3B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of COF and 61 opened new positions — a net loss of 12 holders — while 315 trimmed existing stakes and 301 added.

The largest buyer was Davis Selected Advisers, adding an estimated $347M. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 807 institutional investors held Capital One (COF) as of Q2 2017, down from 826 in Q1 2017.
  • Funds reported $35.5B of Capital One stock for Q2 2017, down 4.7% quarter-over-quarter.
  • 61 funds opened new Capital One positions in Q2 2017 and 73 closed out, a net change of -12 holders.
  • The largest Capital One buyer in Q2 2017 was Davis Selected Advisers, an estimated $347M added.
  • The largest Capital One seller in Q2 2017 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2017.