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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 %
CIM
676
Cambria Investment Management
California
$546K +$546K +3,667 New
AAG
677
Armstrong Advisory Group
Massachusetts
$542K – – –
BCM
678
Brookstone Capital Management
Illinois
$540K -$33.7K -226 -6%
BB
679
Busey Bank
Illinois
$538K -$9.23K -62 -2%
Two Sigma Advisers
680
Two Sigma Advisers
New York
$536K +$536K +3,600 New
GWM
681
Geneos Wealth Management
Colorado
$532K -$6.06M -40,727 -92%
Fidelity International
682
Fidelity International
Bermuda
$528K +$528K +3,548 New
VCA
683
Verdence Capital Advisors
Maryland
$528K -$253K -1,698 -32%
DJSG
684
D.J. St. Germain
Massachusetts
$527K – – –
FB
685
Fulton Bank
Pennsylvania
$525K -$163K -1,095 -24%
FHA
686
Flagship Harbor Advisors
Massachusetts
$523K -$187K -1,254 -26%
CPM
687
Connective Portfolio Management
New York
$521K -$372K -2,500 -42%
PPWP
688
Premier Path Wealth Partners
New Jersey
$521K -$10.1K -68 -2%
AP
689
Americana Partners
Texas
$519K – – –
TSS
690
Two Sigma Securities
New York
$515K -$1.25M -8,417 -71%
RT
691
Rockland Trust
Massachusetts
$514K – – –
CWM
692
Concentric Wealth Management
California
$511K – – –
TCG
693
Transcendent Capital Group
Oklahoma
$509K -$301K -2,024 -37%
CWM
694
Circle Wealth Management
New Jersey
$508K +$149 +1 +0%
IIC
695
Integrated Investment Consultants
Michigan
$507K +$253K +1,699 +100%
GFP
696
Gryphon Financial Partners
Ohio
$506K -$21.1K -142 -4%
DAS
697
Diversify Advisory Services
Utah
$504K +$504K +3,469 New
VVP
698
Venture Visionary Partners
Ohio
$504K -$1.94K -13 -0.4%
SIG
699
Stonegate Investment Group
Alabama
$500K +$17.4K +117 +4%
FNT
700
First National Trust
Pennsylvania
$500K -$11.2K -75 -2%
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