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

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$394M
2
Dodge & Cox
2
Dodge & Cox
California
$3.94B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.34B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$507M
5
Franklin Resources
5
Franklin Resources
California
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
501
Bollard Group
Massachusetts
$1.07M – – –
CA
502
Cetera Advisors
Colorado
$1.05M +$1.05M +11,976 New
VIA
503
Virtus Investment Advisers
Connecticut
$1.04M +$676K +7,751 +186%
EOJOAM
504
E. Ohman J:or Asset Management
Sweden
$1.03M +$113K +1,300 +12%
CC
505
ClearArc Capital
Ohio
$1.02M -$59.2K -678 -5%
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$1.01M -$55.7K -639 -5%
FA
507
FDx Advisors
Illinois
$1.01M +$350K +4,006 +53%
AIP
508
Ameritas Investment Partners
Nebraska
$1M -$52.8K -605 -5%
W
509
Wealthfront
California
$1M +$316K +3,617 +46%
DZ Bank
510
DZ Bank
Germany
$995K +$995K +11,416 New
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$987K +$69.8K +800 +8%
FCH
512
Freestone Capital Holdings
Washington
$980K +$5.15K +59 +0.5%
BIM
513
Baldwin Investment Management
Pennsylvania
$979K -$21.8K -250 -2%
Creative Planning
514
Creative Planning
Kansas
$963K +$28.8K +330 +3%
EGM
515
Engineers Gate Manager
New York
$960K +$960K +11,000 New
ECM
516
Everence Capital Management
Indiana
$951K – – –
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$920K +$2.88K +33 +0.3%
PCM
518
Parsons Capital Management
Rhode Island
$905K +$1.31K +15 +0.1%
DY
519
Dowling & Yahnke
California
$893K +$15.3K +175 +2%
IIM
520
Intact Investment Management
Quebec, Canada
$890K -$358K -4,100 -29%
PA
521
Pinnacle Associates
New York
$871K +$63.3K +725 +8%
TMAM
522
Tokio Marine Asset Management
Japan
$862K -$304K -3,488 -26%
PCA
523
Peddock Capital Advisors
Massachusetts
$862K +$49.5K +568 +6%
CG
524
Clinton Group
New York
$850K +$850K +9,740 New
PTC
525
Private Trust Company
Ohio
$848K -$34.3K -394 -4%
19 20
21
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