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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
501
Allworth Financial
California
$1.37M +$47.3K +321 +4%
PDL
502
Portfolio Design Labs
California
$1.34M – – –
O
503
Ossiam
France
$1.33M +$274K +1,982 +26%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$1.33M -$21.7K -157 -2%
HWM
505
HB Wealth Management
Georgia
$1.33M -$671K -4,847 -34%
SCA
506
Snowden Capital Advisors
New York
$1.33M +$27.8K +201 +2%
P
507
Pitcairn
Pennsylvania
$1.32M +$109K +788 +9%
WF
508
Welch & Forbes
Massachusetts
$1.32M -$870K -6,337 -40%
HI
509
Harbour Investments
Wisconsin
$1.32M +$26.7K +193 +2%
BBHC
510
Brown Brothers Harriman & Co
New York
$1.3M +$263K +1,903 +25%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$1.29M +$24K +173 +2%
SWP
512
Stratos Wealth Partners
Ohio
$1.28M -$236K -1,701 -16%
PS
513
Principal Securities
Iowa
$1.28M +$89.7K +648 +8%
GLR
514
Great Lakes Retirement
Ohio
$1.28M -$3.05K -22 -0.2%
HAG
515
HighPoint Advisor Group
Illinois
$1.27M +$87.9K +577 +7%
ATC
516
Argent Trust Co
Tennessee
$1.26M +$49.8K +360 +4%
S
517
SignatureFD
Georgia
$1.25M +$9.28K +67 +0.7%
LP
518
LB Partners
Virginia
$1.25M +$1.25M +9,000 New
CCB
519
Country Club Bank
Missouri
$1.24M -$73K -545 -6%
DWP
520
Daymark Wealth Partners
Ohio
$1.22M -$59.4K -429 -5%
WIA
521
World Investment Advisors
California
$1.21M +$1.21M +8,764 New
NSEDCP
522
NJ State Employees Deferred Compensation Plan
New Jersey
$1.21M – – –
EF
523
Empowered Funds
Pennsylvania
$1.21M +$121K +874 +11%
NL
524
Navalign LLC
California
$1.2M +$27.3K +197 +2%
IMCOOI
525
Investment Management Corp of Ontario (IMCO)
Canada
$1.2M +$346K +2,500 +41%
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