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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 %
NFA
601
Northern Financial Advisors
Michigan
$804K -$7.15K -48 -0.9%
FA
602
FDx Advisors
Illinois
$791K -$1.46M -9,792 -65%
RFC
603
Regions Financial Corp
Alabama
$782K +$88.6K +595 +13%
Axa
604
Axa
France
$779K -$1.27M -8,525 -62%
FFM
605
Forum Financial Management
Illinois
$775K +$893 +6 +0.1%
WANY
606
Wealthspire Advisors (New York)
New York
$771K +$17.4K +117 +2%
NRS
607
Neville Rodie & Shaw
New York
$760K -$14.9K -100 -2%
CHC
608
City Holding Co
West Virginia
$748K +$11.9K +80 +2%
SACTSONJ
609
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$744K – – –
VFA
610
Valeo Financial Advisors
Indiana
$744K -$1.34K -9 -0.2%
VWM
611
VCI Wealth Management
Missouri
$740K -$92.7K -623 -11%
AWM
612
Axxcess Wealth Management
California
$725K -$221K -1,484 -23%
FPB
613
First PREMIER Bank
South Dakota
$722K -$70.2K -472 -9%
PP
614
Prudential plc
United Kingdom
$720K -$2.66M -17,890 -79%
SLI
615
Sumitomo Life Insurance
Japan
$717K -$40.2K -270 -5%
LC
616
Lindbrook Capital
California
$717K +$2.83K +19 +0.4%
QI
617
Qtron Investments
Massachusetts
$716K – – –
QCG
618
Quadrant Capital Group
Ohio
$713K +$8.49K +57 +1%
MFP
619
Meridian Financial Partners
Virginia
$709K +$28.6K +210 +4%
IAA
620
Independent Advisor Alliance
North Carolina
$708K +$37.2K +250 +6%
GIM
621
Greylin Investment Management
Virginia
$703K -$201K -1,350 -22%
SHA
622
Seneca House Advisors
Virginia
$701K – – –
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$699K +$66.4K +446 +10%
PI
624
PineBridge Investments
New York
$699K -$1.17M -7,878 -63%
AWS
625
Aspen Wealth Strategies
Colorado
$691K -$76.8K -516 -10%
23 24
25
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