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Capital One
COF

Overview Fund Activity

822 hedge funds and large institutions have $37.7B invested in Capital One in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 238 increasing their positions, 341 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+78
Holders Change %
+10.48%
% of All Funds
20.58%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.68%
New
146
Increased
238
Reduced
341
Closed
52
Calls
$413M
Puts
$546M
Net Calls
-$133M
Net Calls Change
-$153M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.59B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.01B
4
RCG
4
Ruane, Cunniff & Goldfarb
New York
$105M
5
Boston Partners
5
Boston Partners
Massachusetts
$613M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$394M
2
Dodge & Cox
2
Dodge & Cox
California
$3.94B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.34B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$507M
5
Franklin Resources
5
Franklin Resources
California
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
651
Balasa Dinverno & Foltz
$260K +$260K +2,979 New
AI
652
Atria Investments
North Carolina
$258K +$258K +2,963 New
MBT
653
Montecito Bank & Trust
California
$257K +$257K +2,946 New
CONA
654
Capital One National Association
New York
$256K -$8.99K -103 -3%
ZDA
655
Zweig-DiMenna Associates
New York
$253K +$253K +2,900 New
TCM
656
Teza Capital Management
Illinois
$248K +$248K +2,847 New
SBSB
657
Sullivan, Bruyette, Speros & Blaney
Virginia
$244K +$244K +2,796 New
CWM
658
Cornerstone Wealth Management
Missouri
$242K +$242K +2,722 New
FB
659
Fulton Bank
Pennsylvania
$240K +$240K +2,750 New
PAI
660
Pittenger & Anderson Inc
Nebraska
$236K -$178K -2,035 -43%
CAN
661
Cetera Advisor Networks
California
$235K -$179K -2,052 -43%
BMCM
662
Bryn Mawr Capital Management
Pennsylvania
$235K +$235K +2,695 New
NIMI
663
Natixis Investment Managers International
France
$232K -$638K -7,330 -73%
CA
664
Clearstead Advisors
Ohio
$231K +$231K +2,649 New
CW
665
Cobiz Wealth
Colorado
$230K -$19.8K -227 -8%
MFS
666
MSI Financial Services
Massachusetts
$229K +$524 +6 +0.2%
CCM
667
Corsair Capital Management
New York
$228K -$75.7K -868 -25%
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$228K +$14.9K +170 +7%
HCM
669
Highlander Capital Management
New Jersey
$227K – – –
BFIM
670
Beese Fulmer Investment Management
Ohio
$227K +$227K +2,600 New
LW
671
Linscomb Wealth
Texas
$226K +$226K +2,596 New
DG
672
Davidson & Garrard
Virginia
$225K +$225K +2,575 New
CB
673
Commerce Bank
Missouri
$223K +$223K +2,559 New
WIS
674
Wright Investors Service
Connecticut
$222K +$222K +2,545 New
CCM
675
Check Capital Management
California
$221K +$221K +2,530 New
25 26
27
28 29