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Capital One
COF

Overview Fund Activity

822 hedge funds and large institutions have $37.7B invested in Capital One in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 238 increasing their positions, 341 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+78
Holders Change %
+10.48%
% of All Funds
20.58%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.68%
New
146
Increased
238
Reduced
341
Closed
52
Calls
$413M
Puts
$546M
Net Calls
-$133M
Net Calls Change
-$153M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.01B
4
RCG
Ruane, Cunniff & Goldfarb
New York
$105M
5
Boston Partners
Boston Partners
Massachusetts
$613M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$394M
2
Dodge & Cox
Dodge & Cox
California
$3.94B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$507M
5
Franklin Resources
Franklin Resources
California
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
451
Transform Wealth
Colorado
$1.47M +$40.3K +462 +3%
V
452
Veritable
Delaware
$1.45M +$195K +2,230 +16%
NRS
453
Neville Rodie & Shaw
New York
$1.41M – – –
CTC
454
Central Trust Company
Missouri
$1.37M -$76.5K -877 -5%
PA
455
Profund Advisors
Maryland
$1.36M +$253K +2,894 +23%
KRSITF
456
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M -$66.5K -762 -5%
OC
457
Oppenheimer & Co
New York
$1.36M -$683K -7,823 -33%
TWM
458
Torch Wealth Management
Ohio
$1.35M -$13.1K -150 -1%
HPC
459
HM Payson & Co
Maine
$1.35M +$78.5K +900 +6%
CIA
460
Choate Investment Advisors
Massachusetts
$1.34M +$28.8K +330 +2%
SCM
461
Southport Capital Management
Tennessee
$1.33M +$131K +1,500 +11%
CI
462
Conning Inc
Connecticut
$1.31M -$20.9K -240 -2%
NDSI
463
Newman Dignan & Sheerar Inc
Rhode Island
$1.31M -$32.6K -374 -2%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$1.3M +14,932 New
AssetMark Inc
465
AssetMark Inc
California
$1.29M -$71K -814 -5%
SEC
466
Seven Eight Capital
New York
$1.28M +$1.28M +14,700 New
RJT
467
Raymond James Trust
Florida
$1.28M +$54.6K +626 +4%
PFS
468
Prospera Financial Services
Texas
$1.28M +$1.28M +14,606 New
DBIA
469
Dumont & Blake Investment Advisors
New Jersey
$1.26M +$1.31K +15 +0.1%
Federated Hermes
470
Federated Hermes
Pennsylvania
$1.25M -$801K -9,174 -39%
HAG
471
HighPoint Advisor Group
Illinois
$1.25M -$345K -3,594 -22%
LGC
472
Laurel Grove Capital
California
$1.25M +$1.25M +14,300 New
NBC
473
Neuberger Berman Canada
Ontario, Canada
$1.21M -$255K -2,928 -17%
FQ
474
First Quadrant
California
$1.21M – – –
CWM
475
Concentric Wealth Management
California
$1.2M +$1.2M +13,705 New
17 18
19
20 21