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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCG
651
Vantage Consulting Group
Virginia
$643K +$3.46K +25 +0.5%
UCI
652
Uncommon Cents Investing
Wisconsin
$641K +$41.5K +300 +7%
GI
653
GAMMA Investing
California
$639K +$97.1K +701 +18%
NRS
654
Neville Rodie & Shaw
New York
$632K -$74.8K -540 -11%
FTIS
655
First Trust Investment Solutions
Florida
$632K +$418K +3,018 +195%
PFS
656
Prospera Financial Services
Texas
$631K +$66.7K +481 +12%
SWM
657
Spire Wealth Management
Virginia
$628K -$197K -1,422 -24%
BCM
658
Brookstone Capital Management
Illinois
$625K +$82.8K +554 +15%
SIG
659
Sky Investment Group
Connecticut
$622K – – –
DF
660
Donoghue Forlines
Massachusetts
$620K -$14.1K -102 -2%
TAM
661
Trust Asset Management
Texas
$618K – – –
MPIA
662
Mountain Pacific Investment Advisers
Idaho
$616K – – –
SF
663
Summit Financial
New Jersey
$615K +$404K +2,918 +192%
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$610K -$40.6K -293 -6%
FPB
665
First PREMIER Bank
South Dakota
$608K -$64.4K -465 -10%
AM
666
AGF Management
Ontario, Canada
$607K +$417K +3,013 +219%
MWM
667
Modern Wealth Management
Kansas
$598K +$598K +4,320 New
AIA
668
Angeles Investment Advisors
California
$597K +$13.6K +98 +2%
SC
669
SouthState Corp
Florida
$595K +$4.85K +35 +0.8%
ECM
670
Evergreen Capital Management
Washington
$593K +$59.5K +430 +11%
WWM
671
Western Wealth Management
Colorado
$592K +$28.1K +203 +5%
CF
672
Convergence Financial
Missouri
$588K +$588K +4,250 New
SLI
673
Sumitomo Life Insurance
Japan
$587K -$79.9K -577 -12%
KeyBank National Association
674
KeyBank National Association
Ohio
$586K +$72.7K +525 +14%
UB
675
UMB Bank
Missouri
$583K +$1.8K +13 +0.3%
25 26
27
28 29