COF icon

Capital One
COF

Overview Fund Activity

1,011 hedge funds and large institutions have $52.2B invested in Capital One in 2021 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 322 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+92
Holders Change %
+10.01%
% of All Funds
17.8%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
177
Increased
322
Reduced
367
Closed
79
Calls
$433M
Puts
$382M
Net Calls
+$51.1M
Net Calls Change
+$194M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$391M
2
BlackRock
BlackRock
New York
+$317M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$295M
4
UBS AM
UBS AM
Illinois
+$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$960M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$561M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
4
PC
PointState Capital
New York
-$207M
5
Citadel Advisors
Citadel Advisors
Florida
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$685K +$675K +5,301 +6,626%
AWM
602
Avitas Wealth Management
California
$684K +$684K +5,375 New
GWM
603
Geneos Wealth Management
Colorado
$680K +$28.8K +193 +4%
BWM
604
BerganKDV Wealth Management
Minnesota
$677K -$724K -5,696 -52%
HWAM
605
Hennion & Walsh Asset Management
New Jersey
$677K +$677K +5,321 New
CP
606
Camelot Portfolios
Ohio
$675K -$79.3K -624 -11%
FNT
607
First National Trust
Pennsylvania
$673K -$45.5K -358 -6%
DT
608
Diversified Trust
Tennessee
$672K +$51.9K +408 +8%
KA
609
Kintegral Advisory
New York
$666K – – –
CAL
610
Capital Analysts LLC
Pennsylvania
$665K +$651K +5,120 +4,697%
LNC
611
Lincoln National Corp
Pennsylvania
$660K -$180K -1,413 -21%
CF
612
Copperwynd Financial
Arizona
$653K -$19.5K -153 -3%
HWA
613
Heritage Wealth Advisors
Virginia
$653K -$26.7K -210 -4%
FPB
614
First PREMIER Bank
South Dakota
$650K -$41.9K -330 -6%
PCM
615
Prelude Capital Management
New York
$642K +$642K +5,047 New
CIC
616
Crawford Investment Counsel
Georgia
$641K +$5.21K +41 +0.8%
DA
617
Doliver Advisors
Texas
$639K -$168K -1,324 -21%
ACM
618
Alethea Capital Management
Washington
$636K -$6.72M -52,837 -91%
AWM
619
Altavista Wealth Management
North Carolina
$636K – – –
SACTSONJ
620
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$636K – – –
CA
621
Cornerstone Advisors
North Carolina
$636K +$636K +5,000 New
PAS
622
Park Avenue Securities
New York
$634K +$270K +2,124 +74%
TU
623
TDAM USA
Ontario, Canada
$632K +$23.2K +182 +4%
SHA
624
Seneca House Advisors
Virginia
$628K -$9.41K -74 -1%
PWM
625
PBMares Wealth Management
Virginia
$626K -$273K -2,149 -30%
23 24
25
26 27