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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 %
FRM
551
Fox Run Management
Connecticut
$1.05M +$1.05M +7,612 New
AIM
552
Achmea Investment Management
Netherlands
$1.05M -$653K -4,715 -38%
BFG
553
Bleakley Financial Group
New Jersey
$1.05M +$72.5K +524 +7%
ADL
554
Asset Dedication LLC
California
$1.05M -$3.32K -24 -0.3%
SW
555
Simplicity Wealth
New Jersey
$1.04M +$68.8K +497 +7%
Optiver Holding
556
Optiver Holding
Netherlands
$1.04M +$1.04M +7,534 New
BHBT
557
Burke & Herbert Bank & Trust
Virginia
$1.03M +$596K +4,304 +137%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$1.03M -$2.77K -20 -0.3%
VWM
559
VCI Wealth Management
Missouri
$1.02M +$331K +2,389 +48%
CA
560
Cornerstone Advisors
North Carolina
$1.01M -$1.09M -7,900 -52%
AC
561
Avestar Capital
New York
$1.01M -$638K -4,606 -39%
FHA
562
First Horizon Advisors
Tennessee
$1M -$53.9K -389 -5%
SC
563
Savant Capital
Illinois
$1M -$17.9K -129 -2%
IIC
564
Ironwood Investment Counsel
Arizona
$982K -$67.4K -487 -6%
PAM
565
Panagora Asset Management
Massachusetts
$981K -$513K -3,702 -34%
PA
566
Parallel Advisors
California
$977K -$415 -3 -0%
VI
567
Vestcor Inc
New Brunswick, Canada
$966K – – –
Lido Advisors
568
Lido Advisors
California
$960K -$7.6M -54,893 -89%
CFCI
569
Comprehensive Financial Consultants Institutional
Indiana
$956K +$66.6K +481 +7%
MFS
570
Mirabella Financial Services
United Kingdom
$955K +$955K +6,899 New
AF
571
Arrow Financial
New York
$944K – – –
PP
572
Prudential plc
United Kingdom
$942K +$273K +1,974 +41%
LBC
573
Lowe Brockenbrough & Co
Virginia
$941K – – –
1IA
574
1834 Investment Advisors
Wisconsin
$941K +$101K +727 +12%
AWM
575
Apollon Wealth Management
South Carolina
$936K +$11.1K +80 +1%
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