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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 %
PFS
651
Prospera Financial Services
Texas
$607K -$157K -1,053 -21%
SWS
652
SYSTM Wealth Solutions
Illinois
$607K +$24K +161 +4%
WWM
653
Western Wealth Management
Colorado
$606K +$28.3K +190 +5%
WT
654
Whittier Trust
California
$604K +$283K +1,899 +88%
SFI
655
Siemens Fonds Invest
Germany
$601K -$28.7K -193 -5%
SFP
656
Sweet Financial Partners
Minnesota
$600K – – –
BRWA
657
B. Riley Wealth Advisors
Florida
$597K +$28K +289 +5%
CI
658
Cigna Investments
Connecticut
$597K -$11.8K -79 -2%
RIA
659
Richwood Investment Advisors
Ohio
$596K -$14.9K -100 -2%
RWB
660
RMR Wealth Builders
New Jersey
$596K – – –
LSAG
661
Lake Street Advisors Group
New Hampshire
$590K -$11.9K -80 -2%
CTC
662
Central Trust Company
Missouri
$585K -$73.3K -492 -11%
GI
663
GAMMA Investing
California
$582K +$138K +930 +31%
EA
664
Everpar Advisors
Oklahoma
$582K -$491K -3,297 -46%
BTWM
665
Baker Tilly Wealth Management
Wisconsin
$581K +$3.43K +23 +0.6%
SC
666
Syon Capital
California
$577K -$539K -3,619 -48%
AC
667
ASB Consultores
Florida
$575K +$575K +3,864 New
ECM
668
Evergreen Capital Management
Washington
$574K +$28.9K +194 +5%
AIM
669
ARGA Investment Management
Connecticut
$571K – – –
Empower Advisory Group
670
Empower Advisory Group
Colorado
$568K +$106K +711 +23%
JF
671
Joule Financial
Kentucky
$566K +$31K +208 +6%
HIA
672
Harbor Investment Advisory
Maryland
$557K +$136K +912 +32%
RAM
673
RWC Asset Management
United Kingdom
$553K – – –
KeyBank National Association
674
KeyBank National Association
Ohio
$552K -$153K -1,028 -22%
MC
675
Moors & Cabot
Massachusetts
$547K -$3.72K -25 -0.7%
25 26
27
28 29