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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
ATPW
626
Ashton Thomas Private Wealth
Arizona
$377K -$4.08K -48 -1%
LCM
627
Laurion Capital Management
New York
$377K +$324K +3,809 New
WCM
628
Whitener Capital Management
North Carolina
$375K +$3.4K +40 +1%
PTP
629
Platform Technology Partners
New York
$374K -$93.8K -1,103 -23%
SIG
630
Sky Investment Group
Connecticut
$368K – – –
CC
631
Centiva Capital
New York
$368K +$317K +3,723 New
GTCM
632
Gyon Technologies Capital Management
New Jersey
$367K +$315K +3,708 New
BOTW
633
Bank of the West
California
$364K -$8.5K -100 -3%
CWM
634
Concentric Wealth Management
California
$363K -$68.5K -805 -18%
IAA
635
Independent Advisor Alliance
North Carolina
$361K +$3.74K +44 +1%
BCI
636
Brinker Capital Investments
Pennsylvania
$361K +$310K +3,650 New
CA
637
Calton & Associates
Florida
$360K -$600K -7,058 -66%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$350K -$49.6K -583 -14%
TTWM
639
TCV Trust & Wealth Management
Virginia
$348K – – –
CFG
640
Citizens Financial Group
Rhode Island
$347K -$1.19K -14 -0.4%
PCM
641
Pointe Capital Management
Michigan
$343K -$10.8K -127 -4%
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$14.2K +167 +5%
HAS
643
HBW Advisory Services
California
$341K -$67.2K -790 -19%
SCM
644
Shelton Capital Management
Colorado
$340K +$25.5K +300 +10%
GFP
645
Gryphon Financial Partners
Ohio
$337K +$289K +3,404 New
WANY
646
Wealthspire Advisors (New York)
New York
$335K +$288K +3,384 New
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$334K – – –
SDWIA
648
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$330K +$284K +3,336 New
MC
649
Moors & Cabot
Massachusetts
$327K +$20.9K +246 +8%
WT
650
Whittier Trust
California
$326K +$139K +1,639 +99%
24 25
26
27 28

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.