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Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
551
RFG Advisory
Alabama
$1.04M +$23.1K +155 +2%
JFG
552
Jefferies Financial Group
New York
$1.04M +$110K +738 +12%
HAI
553
Hennessy Advisors Inc
California
$1.04M +$149K +1,000 +17%
VI
554
Vestcor Inc
New Brunswick, Canada
$1.04M -$162K -1,091 -14%
AF
555
Arrow Financial
New York
$1.02M – – –
LBC
556
Lowe Brockenbrough & Co
Virginia
$1.01M +$214K +1,438 +27%
SIG
557
Sargent Investment Group
Maryland
$1.01M -$396K -2,658 -28%
DEA
558
DoubleLine ETF Adviser
Florida
$1M +$53.7K +361 +6%
CFGS
559
Concourse Financial Group Securities
Alabama
$1M +$794K +5,335 +382%
EWM
560
EPG Wealth Management
Georgia
$1M +$15.9K +107 +2%
IFAM
561
Institutional & Family Asset Management
Colorado
$1,000K +$298 +2 +0%
EOJOAM
562
E. Ohman J:or Asset Management
Sweden
$998K – – –
CAM
563
Cidel Asset Management
Ontario, Canada
$995K – – –
AWM
564
Apollon Wealth Management
South Carolina
$995K +$61K +410 +7%
WIA
565
Westbourne Investment Advisors
Maryland
$992K -$90K -605 -8%
PWLP
566
Prio Wealth Limited Partnership
Massachusetts
$987K +$186K +1,246 +23%
CMANY
567
Capital Management Associates (New York)
New York
$977K -$84.3K -566 -8%
MCC
568
Malaga Cove Capital
California
$975K – – –
BCM
569
Barden Capital Management
Texas
$974K -$345K -2,320 -26%
AG
570
AIA Group
Hong Kong
$967K +$967K +6,495 New
AI
571
Arvest Investments
Arkansas
$963K -$6.85K -46 -0.7%
SCM
572
Sebold Capital Management
Illinois
$957K -$84.9K -570 -8%
CFCI
573
Comprehensive Financial Consultants Institutional
Indiana
$957K -$32K -215 -3%
KPWS
574
Kestra Private Wealth Services
Texas
$950K +$19.2K +129 +2%
CK
575
Cohen Klingenstein
New York
$935K – – –
21 22
23
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