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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
BRWA
676
B. Riley Wealth Advisors
Florida
$275K -$198K -2,329 -46%
E
677
Ergoteles
New York
$274K +$236K +2,774 New
CCM
678
Coldstream Capital Management
Washington
$272K +$234K +2,756 New
VFP
679
Verus Financial Partners
Virginia
$271K +$233K +2,745 New
WWM
680
Western Wealth Management
Colorado
$269K -$15.1K -177 -6%
FT
681
Fiduciary Trust
Massachusetts
$268K +$230K +2,710 New
CMBA
682
C.M. Bidwell & Associates
Hawaii
$267K -$17.1K -201 -7%
WP
683
WMS Partners
Maryland
$266K -$185K -2,172 -45%
SFG
684
Summit Financial Group
West Virginia
$265K -$19K -224 -8%
BPCE
685
Bank Pictet & Cie (Europe)
Germany
$265K +$228K +2,679 New
CAI
686
Capital Advisors Inc
Oklahoma
$263K -$149K -1,752 -40%
LSAG
687
Lake Street Advisors Group
New Hampshire
$263K +$226K +2,656 New
GCAC
688
Guardian Capital Advisors (Canada)
Ontario, Canada
$260K -$19.1K -225 -8%
BPA
689
Beacon Pointe Advisors
California
$259K +$223K +2,625 New
OPA
690
Old Port Advisors
Maine
$259K +$225K +2,645 New
FMT
691
First Mercantile Trust
Tennessee
$258K -$4.51K -53 -2%
WGA
692
Weather Gauge Advisory
Virginia
$257K +$221K +2,600 New
QCG
693
Quadrant Capital Group
Ohio
$253K +$170 +2 +0.1%
CCB
694
Cutter & Co Brokerage
Missouri
$251K +$216K +2,539 New
Fiera Capital (Canada)
695
Fiera Capital (Canada)
Quebec, Canada
$248K +$214K +2,511 New
PCA
696
Personal Capital Advisors
California
$245K +$211K +2,481 New
PFA
697
Paradigm Financial Advisors
Missouri
$244K +$210K +2,465 New
AIA
698
Affinity Investment Advisors
California
$243K +$209K +2,455 New
GCP
699
GSA Capital Partners
United Kingdom
$242K -$561K -6,601 -73%
CTC
700
Central Trust Company
Missouri
$242K – – –
26 27
28
29 30

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.