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Capital One

795 hedge funds and large institutions have $31.6B invested in Capital One in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 292 increasing their positions, 346 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

1.18% more ownership

Funds ownership: 89.05%90.23% (+1.2%)

2% less funds holding

Funds holding: 812795 (-17)

8% less capital invested

Capital invested by funds: $34.2B → $31.6B (-$2.57B)

12% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 73

16% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 346

21% less call options, than puts

Call options by funds: $160M | Put options by funds: $203M

Holders
795
Holders Change
-17
Holders Change %
-2.09%
% of All Funds
21.18%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
64
Increased
292
Reduced
346
Closed
73
Calls
$160M
Puts
$203M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$247M -$42.3M -640,115 -15%
Bank of America
27
Bank of America
North Carolina
$229M +$3.66M +55,353 +2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$222M
DC
29
Davenport & Co
Virginia
$199M +$21.2M +320,719 +13%
Wells Fargo
30
Wells Fargo
California
$188M -$23.1M -349,457 -11%
AQR Capital Management
31
AQR Capital Management
Connecticut
$172M -$2.02M -30,537 -1%
SSM
32
Sound Shore Management
Connecticut
$170M +$7.57M +114,552 +5%
BA
33
BlackRock Advisors
Delaware
$168M +$1.18M +17,816 +0.7%
BIM
34
BlackRock Investment Management
Delaware
$162M -$3.45M -52,187 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$157M +$3.05M +46,149 +2%
GC
36
GMT Capital
Georgia
$150M -$5.21M -78,800 -4%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$146M -$2.99M -45,298 -2%
RFC
38
Russell Frank Company
Washington
$143M -$1.7M -25,699 -1%
Goldman Sachs
39
Goldman Sachs
New York
$135M -$23.5M -355,154 -15%
Ameriprise
40
Ameriprise
Minnesota
$133M -$109M -1,654,204 -46%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$132M -$11.7M -177,563 -9%
AIM
42
Artemis Investment Management
United Kingdom
$132M -$8.41M -127,174 -6%
OTPPB
43
Ontario Teachers' Pension Plan Board
Ontario, Canada
$130M +$510K +7,715 +0.4%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$122M +$14.4M +218,420 +14%
CIP
45
Cornerstone Investment Partners
Georgia
$122M -$7.29M -110,251 -6%
Jennison Associates
46
Jennison Associates
New York
$112M -$1.78M -26,981 -2%
AL
47
AJO LP
Pennsylvania
$109M +$2.83M +42,765 +3%
CCI
48
Columbus Circle Investors
$107M -$82.1M -1,242,084 -45%
Charles Schwab
49
Charles Schwab
California
$105M +$2.02M +30,492 +2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$104M +$46.3K +700 +0%

COF Hedge Fund Activity: Q1 2016 in Review

795 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2016, worth a combined $31.6B — down 7.5% from $34.2B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of COF and 64 opened new positions — a net loss of 9 holders — while 346 trimmed existing stakes and 292 added.

The largest buyer was Royal London Asset Management, adding an estimated $526M. The largest seller was Capital World Investors, cutting an estimated $374M.

  • 795 institutional investors held Capital One (COF) as of Q1 2016, down from 812 in Q4 2015.
  • Funds reported $31.6B of Capital One stock for Q1 2016, down 7.5% quarter-over-quarter.
  • 64 funds opened new Capital One positions in Q1 2016 and 73 closed out, a net change of -9 holders.
  • The largest Capital One buyer in Q1 2016 was Royal London Asset Management, an estimated $526M added.
  • The largest Capital One seller in Q1 2016 was Capital World Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q1 2016.