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Capital One
COF

922 hedge funds and large institutions have $41.2B invested in Capital One in 2020 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 287 increasing their positions, 316 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 71

39% more capital invested

Capital invested by funds: $29.7B → $41.2B (+$11.5B)

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

13% more funds holding

Funds holding: 817 → 922 (+105)

0.22% more ownership

Funds ownership: 90.77% → 90.99% (+0.22%)

9% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 316

28% less call options, than puts

Call options by funds: $367M | Put options by funds: $511M

Holders
922
Holders Change
+105
Holders Change %
+12.85%
% of All Funds
16.32%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.48%
New
186
Increased
287
Reduced
316
Closed
71
Calls
$367M
Puts
$511M
Net Calls
-$143M
Net Calls Change
+$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$316M
2
CG
Carmignac Gestion
France
+$141M
3
PC
PointState Capital
New York
+$126M
4
JP Morgan Chase
JP Morgan Chase
New York
+$91M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$86.8M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$739M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$571M
3
CVA
Ceredex Value Advisors
Florida
-$83.2M
4
AP
Antipodes Partners
Australia
-$38.9M
5
Morgan Stanley
Morgan Stanley
New York
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
551
Allstate Corporation
Illinois
$598K – – –
CP
552
Camelot Portfolios
Ohio
$586K -$18.4K -216 -4%
JWM
553
Jeppson Wealth Management
California
$585K -$1.87K -22 -0.4%
HCM
554
Hollencrest Capital Management
California
$584K – – –
DWM
555
Dakota Wealth Management
Florida
$572K +$2.72K +32 +0.6%
MC
556
Maverick Capital
Texas
$572K +$492K +5,788 New
MPIA
557
Mountain Pacific Investment Advisers
Idaho
$567K – – –
MYAM
558
Meiji Yasuda Asset Management
Japan
$564K +$485K +5,709 New
GWM
559
Geneos Wealth Management
Colorado
$562K -$98.6K -1,160 -21%
WS
560
Wedbush Securities
California
$562K +$850 +10 +0.2%
DWT
561
Dorsey & Whitney Trust
South Dakota
$561K +$1.19K +14 +0.2%
PA
562
Profund Advisors
Maryland
$559K -$2.89K -34 -0.6%
FNT
563
First National Trust
Pennsylvania
$558K -$34.4K -404 -7%
TSWM
564
Triangle Securities Wealth Management
North Carolina
$557K -$23.8K -280 -5%
Cetera Investment Advisers
565
Cetera Investment Advisers
Illinois
$552K +$475K +5,586 New
FPB
566
First PREMIER Bank
South Dakota
$539K -$18.7K -220 -4%
NRS
567
Neville Rodie & Shaw
New York
$539K – – –
GTAM
568
Global Trust Asset Management
Florida
$536K -$99.8K -1,174 -18%
DPIM
569
Duff & Phelps Investment Management
Illinois
$535K – – –
P
570
Pitcairn
Pennsylvania
$534K +$9.44K +111 +2%
ALAM
571
Asahi Life Asset Management
Japan
$534K +$459K +5,400 New
CIP
572
Convergence Investment Partners
Florida
$529K +$455K +5,356 New
HWA
573
Heritage Wealth Advisors
Virginia
$528K +$247K +2,909 +120%
CF
574
Copperwynd Financial
Arizona
$522K -$31.1K -366 -6%
VPIM
575
Vanguard Personalized Indexing Management
California
$522K +$28K +329 +7%
21 22
23
24 25

COF Hedge Fund Activity: Q4 2020 in Review

922 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2020, worth a combined $41.2B — up 39% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new COF positions and 71 closed out — a net gain of 115 holders — while 287 added to existing stakes and 316 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $316M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $739M sold.

  • 922 institutional investors held Capital One (COF) as of Q4 2020, up from 817 in Q3 2020.
  • Funds reported $41.2B of Capital One stock for Q4 2020, up 39% quarter-over-quarter.
  • 186 funds opened new Capital One positions in Q4 2020 and 71 closed out, a net change of +115 holders.
  • The largest Capital One buyer in Q4 2020 was Fidelity Investments, an estimated $316M added.
  • The largest Capital One seller in Q4 2020 was Lone Pine Capital, an estimated $739M sold.

Based on aggregated 13F filings for Q4 2020.