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Capital One
COF

Overview Fund Activity

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$492M
2
Bank of America
Bank of America
North Carolina
+$273M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$152M
4
BlackRock
BlackRock
New York
+$140M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$121M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Franklin Resources
Franklin Resources
California
-$276M
4
CVA
Ceredex Value Advisors
Florida
-$197M
5
DSA
Davis Selected Advisers
Arizona
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
651
Empirical Finance
Pennsylvania
$849K +$124K +800 +17%
JWM
652
Jeppson Wealth Management
California
$847K -$43.6K -282 -5%
NRS
653
Neville Rodie & Shaw
New York
$844K – – –
PTC
654
Philadelphia Trust Company
Pennsylvania
$826K -$32.5K -210 -4%
BWM
655
BerganKDV Wealth Management
Minnesota
$824K +$155 +1 +0%
MWM
656
Mattern Wealth Management
Kansas
$824K +$824K +5,228 New
UCI
657
Uncommon Cents Investing
Wisconsin
$820K -$27.1K -175 -3%
KA
658
Kintegral Advisory
New York
$810K – – –
CAL
659
Capital Analysts LLC
Pennsylvania
$809K – – –
CIP
660
Convergence Investment Partners
Florida
$803K -$132K -856 -14%
FNT
661
First National Trust
Pennsylvania
$803K -$15.8K -102 -2%
GSC
662
G&S Capital
Colorado
$800K +$800K +5,170 New
SHA
663
Seneca House Advisors
Virginia
$795K +$31.1K +201 +4%
FPB
664
First PREMIER Bank
South Dakota
$792K – – –
FANJ
665
Financial Architects (New Jersey)
New Jersey
$792K +$365K +2,360 +85%
SIA
666
Soltis Investment Advisors
Utah
$791K +$33.7K +218 +4%
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$791K +$791K +5,115 New
ER
668
Enlightenment Research
Florida
$787K +$787K +5,088 New
CIC
669
Crawford Investment Counsel
Georgia
$786K +$6.19K +40 +0.8%
CF
670
Copperwynd Financial
Arizona
$783K -$11.1K -72 -1%
AIM
671
Acropolis Investment Management
Missouri
$780K -$112K -726 -13%
HWA
672
Heritage Wealth Advisors
Virginia
$778K -$15.5K -100 -2%
CM
673
Capula Management
Cayman Islands
$776K +$776K +5,054 New
WA
674
WestEnd Advisors
North Carolina
$773K – – –
AWM
675
Altavista Wealth Management
North Carolina
$773K – – –
25 26
27
28 29