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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
AWA
651
Arkadios Wealth Advisors
Georgia
$324K +$190K +2,231 +213%
B
652
Barings
North Carolina
$323K -$267K -3,136 -49%
FF
653
FourThought Financial
Florida
$318K +$274K +3,225 New
OFS
654
OneAscent Financial Services
Alabama
$314K -$244K -2,866 -47%
BJL
655
Brighton Jones LLC
Washington
$311K +$5.1K +60 +2%
CT
656
Columbia Trust
Oregon
$308K +$265K +3,119 New
CA
657
CGN Advisors
Kansas
$307K +$264K +3,105 New
BWCS
658
Beirne Wealth Consulting Services
Connecticut
$301K – – –
MG
659
Meritage Group
California
$301K +$259K +3,050 New
FMLI
660
Fukoku Mutual Life Insurance
Japan
$297K -$34K -400 -12%
HFM
661
Hartford Financial Management
Connecticut
$297K – – –
BFM
662
Boothbay Fund Management
New York
$297K +$255K +3,000 New
TAM
663
Trust Asset Management
Texas
$295K +$254K +2,988 New
PA
664
Parallel Advisors
California
$293K +$14.5K +171 +6%
S
665
SimplyRich
California
$291K – – –
CCA
666
Checchi Capital Advisers
California
$290K -$6.63K -78 -3%
RTC
667
Riverview Trust Company
Washington
$290K -$2.55K -30 -1%
DHFB
668
Dixon Hubard Feinour & Brown
Virginia
$287K – – –
FMW
669
Farr Miller & Washington
District of Columbia
$287K – – –
GFS
670
GYL Financial Synergies
Connecticut
$287K – – –
PAS
671
Park Avenue Securities
New York
$283K +$243K +2,859 New
MVA
672
Mount Vernon Associates
Maryland
$282K – – –
KWM
673
Kingsview Wealth Management
Oregon
$282K +$242K +2,850 New
SIA
674
SkyView Investment Advisors
New Jersey
$281K +$241K +2,839 New
TMAM
675
Tokio Marine Asset Management
Japan
$280K -$72.8K -856 -23%
25 26
27
28 29

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.