We are live on ! Find out more
COF icon

Capital One

817 hedge funds and large institutions have $29.7B invested in Capital One in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 240 increasing their positions, 365 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

17% more capital invested

Capital invested by funds: $25.5B → $29.7B (+$4.24B)

1.31% more ownership

Funds ownership: 89.46%90.77% (+1.3%)

3% less funds holding

Funds holding: 845817 (-28)

22% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 101

27% less call options, than puts

Call options by funds: $427M | Put options by funds: $581M

34% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 365

Holders
817
Holders Change
-28
Holders Change %
-3.31%
% of All Funds
16.49%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
79
Increased
240
Reduced
365
Closed
101
Calls
$427M
Puts
$581M
Net Calls
-$155M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
476
Asset Dedication LLC
California
$619K +$64.5K +965 +13%
QI
477
Qtron Investments
Massachusetts
$610K
MBT
478
Montecito Bank & Trust
California
$609K +$93.1K +1,393 +20%
V
479
Veritable
Delaware
$608K +$7.09K +106 +1%
RG
480
Renaissance Group
Kentucky
$601K -$94.9K -1,420 -15%
AF
481
Arrow Financial
New York
$601K -$1.67K -25 -0.3%
SIC
482
Salem Investment Counselors
North Carolina
$597K
RIA
483
Realta Investment Advisors
Delaware
$597K +$44.1K +660 +9%
TCOO
484
Trust Company of Oklahoma
Oklahoma
$589K +$548K +8,197 New
CC
485
Cipher Capital
New York
$583K -$2.53M -37,870 -82%
SC
486
Savant Capital
Illinois
$581K -$27.3K -409 -5%
SM
487
Salzhauer Michael
$574K
Neuberger Berman Group
488
Neuberger Berman Group
New York
$573K -$54.5K -815 -9%
CK
489
Cohen Klingenstein
New York
$573K
CCP
490
Corient Capital Partners
California
$570K -$392K -5,870 -43%
CMANY
491
Capital Management Associates (New York)
New York
$565K +$26.7K +400 +5%
LCM
492
Leisure Capital Management
California
$564K +$3.54K +53 +0.7%
Lazard Asset Management
493
Lazard Asset Management
New York
$556K +$74.9K +1,120 +17%
SWP
494
Stratos Wealth Partners
Ohio
$554K +$2.94K +44 +0.6%
PT
495
Plimoth Trust
Massachusetts
$552K -$116K -1,728 -18%
FLI
496
Family Legacy Inc
South Carolina
$541K -$115K -1,723 -19%
EGM
497
Engineers Gate Manager
New York
$517K -$149K -2,232 -24%
CIC
498
Crawford Investment Counsel
Georgia
$510K -$16.7K -250 -3%
PWM
499
PBMares Wealth Management
Virginia
$508K
AIP
500
Ameritas Investment Partners
Nebraska
$502K -$33.4K -500 -7%

COF Hedge Fund Activity: Q3 2020 in Review

817 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2020, worth a combined $29.7B — up 17% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COF and 79 opened new positions — a net loss of 22 holders — while 365 trimmed existing stakes and 240 added.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $263M. The largest seller was Capital World Investors, cutting an estimated $200M.

  • 817 institutional investors held Capital One (COF) as of Q3 2020, down from 845 in Q2 2020.
  • Funds reported $29.7B of Capital One stock for Q3 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Capital One positions in Q3 2020 and 101 closed out, a net change of -22 holders.
  • The largest Capital One buyer in Q3 2020 was Eagle Capital Management (New York), an estimated $263M added.
  • The largest Capital One seller in Q3 2020 was Capital World Investors, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2020.