We are live on ! Find out more
COF icon

Capital One

845 hedge funds and large institutions have $25.5B invested in Capital One in 2020 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 386 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

23% more capital invested

Capital invested by funds: $20.7B → $25.5B (+$4.74B)

7% more call options, than puts

Call options by funds: $493M | Put options by funds: $459M

0.4% less ownership

Funds ownership: 89.86%89.46% (-0.4%)

3% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 101

1% less funds holding

Funds holding: 856845 (-11)

35% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 386

Holders
845
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
17.33%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
98
Increased
252
Reduced
386
Closed
101
Calls
$493M
Puts
$459M
Net Calls
+$34.2M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
651
Axiom Financial Strategies
Indiana
$204K +$203K +3,267 New
VLKIM
652
Van Lanschot Kempen Investment Management
Netherlands
$202K -$10.2M -163,690 -98%
CPIA
653
Cornell Pochily Investment Advisors
New York
$202K +$201K +3,226 New
FMT
654
First Mercantile Trust
Tennessee
$201K +$135K +2,170 +211%
ER
655
Enlightenment Research
Florida
$200K +$199K +3,200 New
FANJ
656
Financial Architects (New Jersey)
New Jersey
$195K -$1.93K -31 -1%
EDRH
657
Edmond de Rothschild Holding
Switzerland
$191K +$62K +995 +48%
HFM
658
Hartford Financial Management
Connecticut
$189K
RTC
659
Riverview Trust Company
Washington
$185K
OPS
660
Orion Portfolio Solutions
Nebraska
$177K +$24.4K +391 +16%
GRP
661
Global Retirement Partners
California
$173K -$2.55K -41 -1%
FMLI
662
Fukoku Mutual Life Insurance
Japan
$163K
MA
663
MCF Advisors
Kentucky
$153K +$12.9K +207 +9%
CA
664
Clearstead Advisors
Ohio
$152K
THWM
665
Taylor Hoffman Wealth Management
Virginia
$148K +$147K +2,368 New
HWA
666
Heritage Wealth Advisors
Virginia
$147K -$5.92K -95 -4%
PA
667
Parallel Advisors
California
$147K -$42.3K -679 -22%
CFG
668
CKW Financial Group
Hawaii
$146K +$12.5K +200 +9%
QCG
669
Quadrant Capital Group
Ohio
$139K +$23.5K +378 +21%
CFGS
670
Concourse Financial Group Securities
Alabama
$135K -$62 -1 -0%
C
671
Cerebellum
California
$127K +$79.2K +1,271 New
MA
672
MUFG Americas
New York
$125K -$85.3K -1,369 -41%
1W
673
1776 Wealth
Georgia
$125K -$62.3K -1,000 -33%
Acadian Asset Management
674
Acadian Asset Management
Massachusetts
$124K +$89.5K +1,437 +264%
PR
675
Payden & Rygel
California
$123K

COF Hedge Fund Activity: Q2 2020 in Review

845 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2020, worth a combined $25.5B — up 23% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COF and 98 opened new positions — a net loss of 3 holders — while 386 trimmed existing stakes and 252 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $640M. The largest seller was Capital World Investors, cutting an estimated $285M.

  • 845 institutional investors held Capital One (COF) as of Q2 2020, down from 856 in Q1 2020.
  • Funds reported $25.5B of Capital One stock for Q2 2020, up 23% quarter-over-quarter.
  • 98 funds opened new Capital One positions in Q2 2020 and 101 closed out, a net change of -3 holders.
  • The largest Capital One buyer in Q2 2020 was Lone Pine Capital, an estimated $640M added.
  • The largest Capital One seller in Q2 2020 was Capital World Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2020.