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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 %
VCG
626
Vantage Consulting Group
Virginia
$688K +$294K +1,974 +75%
WPC
627
Wedmont Private Capital
Pennsylvania
$683K +$95K +662 +16%
DF
628
Donoghue Forlines
Massachusetts
$682K -$130K -871 -16%
BFEC
629
Benjamin F. Edwards & Company
Missouri
$672K -$3.42K -23 -0.5%
SIG
630
Sky Investment Group
Connecticut
$669K -$893 -6 -0.1%
TAM
631
Trust Asset Management
Texas
$665K – – –
MPIA
632
Mountain Pacific Investment Advisers
Idaho
$662K – – –
ECU
633
Eisler Capital (UK)
United Kingdom
$658K -$1.07M -7,202 -62%
SFG
634
Summit Financial Group
West Virginia
$657K – – –
DPIM
635
Duff & Phelps Investment Management
Illinois
$656K +$24.9K +167 +4%
VSQM
636
V-Square Quantitative Management
Illinois
$652K +$230K +1,543 +54%
UCI
637
Uncommon Cents Investing
Wisconsin
$645K – – –
STA
638
Summit Trail Advisors
New York
$642K +$219K +1,472 +52%
FSA
639
Franklin Street Advisors
North Carolina
$636K – – –
MLA
640
My Legacy Advisors
Oregon
$635K +$635K +4,266 New
SC
641
SouthState Corp
Florida
$635K -$27.1K -182 -4%
ACA
642
Aptus Capital Advisors
Alabama
$634K +$143K +958 +29%
LFA
643
LGT Financial Advisors
Texas
$633K – – –
AIA
644
Angeles Investment Advisors
California
$627K +$25.5K +171 +4%
UB
645
UMB Bank
Missouri
$625K -$300K -2,012 -32%
NP
646
NorthRock Partners
Minnesota
$624K +$144K +968 +30%
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
$613K +$179K +1,202 +41%
PFBT
648
Parkside Financial Bank & Trust
Missouri
$613K +$181K +1,217 +42%
AIP
649
Ameritas Investment Partners
Nebraska
$613K -$17.6K -118 -3%
DA
650
Denali Advisors
California
$610K -$342K -2,300 -36%
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