COF icon

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 %
EWM
451
Evercore Wealth Management
New York
$1.74M -$6.7K -45 -0.4%
MCM
452
MAI Capital Management
Ohio
$1.72M +$178K +1,197 +12%
DBIA
453
Dumont & Blake Investment Advisors
New Jersey
$1.72M +$6.25K +42 +0.4%
USAA
454
United Services Automobile Association
Texas
$1.71M – – –
SWA
455
Stratos Wealth Advisors
Ohio
$1.7M +$31.1K +209 +2%
VRM
456
Vectors Research Management
New York
$1.69M -$112K -749 -6%
CIP
457
Convergence Investment Partners
Florida
$1.68M -$48.1K -323 -3%
BAMF
458
BI Asset Management Fondsmaeglerselskab
Denmark
$1.68M -$6.66M -44,763 -80%
RJT
459
Raymond James Trust
Florida
$1.68M +$54.9K +369 +3%
TPA
460
Trivium Point Advisory
Connecticut
$1.66M +$1.66M +11,127 New
CC
461
Courier Capital
New York
$1.65M -$44.5K -299 -3%
ST
462
Somerset Trust
Pennsylvania
$1.63M -$25.5K -171 -2%
SWP
463
Stratos Wealth Partners
Ohio
$1.63M +$6.4K +43 +0.4%
PAM
464
Panagora Asset Management
Massachusetts
$1.61M -$60.7M -407,614 -97%
RWM
465
Ritholtz Wealth Management
New York
$1.61M +$168K +1,128 +12%
GSC
466
Grey Street Capital
Illinois
$1.59M +$1.59M +10,695 New
CCM
467
Canal Capital Management
Virginia
$1.59M +$5.36K +36 +0.3%
PGFC
468
Peapack-Gladstone Financial Corp
New Jersey
$1.59M -$71K -477 -4%
EH
469
Equitable Holdings
New York
$1.59M +$1.04M +6,974 +190%
IC
470
IEQ Capital
California
$1.58M +$329K +2,208 +26%
SAM
471
Shell Asset Management
Netherlands
$1.58M +$316K +2,284 +25%
AGWCA
472
Annis Gardner Whiting Capital Advisors
Florida
$1.56M +$179K +1,203 +13%
PAM
473
Paradigm Asset Management
New York
$1.53M -$104K -700 -6%
WAOTB
474
Wealth Advisors of Tampa Bay
Florida
$1.53M -$524K -3,520 -26%
RIM
475
Rakuten Investment Management
Japan
$1.52M +$1.38M +9,290 +985%
17 18
19
20 21