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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
676
Sweet Financial Partners
Minnesota
$603K – – –
WS
677
Wedbush Securities
California
$601K -$1.54M -10,297 -72%
RWB
678
RMR Wealth Builders
New Jersey
$599K – – –
LSAG
679
Lake Street Advisors Group
New Hampshire
$595K -$5.69K -38 -0.9%
PPWP
680
Premier Path Wealth Partners
New Jersey
$590K +$45.7K +305 +8%
BP
681
Ballentine Partners
Massachusetts
$589K +$90K +601 +18%
CI
682
Cigna Investments
Connecticut
$589K -$5.54K -37 -0.9%
SC
683
Syon Capital
California
$583K -$8.54K -57 -1%
PWW
684
Pettyjohn Wood & White
Virginia
$582K -$11.2K -75 -2%
NP
685
NorthRock Partners
Minnesota
$580K -$18K -120 -3%
AIP
686
Ameritas Investment Partners
Nebraska
$579K -$22.9K -153 -4%
RIA
687
Richwood Investment Advisors
Ohio
$578K -$21.7K -145 -4%
Fidelity International
688
Fidelity International
Bermuda
$575K +$63K +421 +12%
JF
689
Joule Financial
Kentucky
$567K -$13.9K -93 -2%
WT
690
Whittier Trust
California
$565K +$7.49K +50 +1%
FCP
691
Fidelis Capital Partners
Florida
$565K +$37.5K +243 +7%
MC
692
Moors & Cabot
Massachusetts
$558K +$1.35K +9 +0.2%
BRWA
693
B. Riley Wealth Advisors
Florida
$552K -$60K -403 -10%
FRA
694
Frank Rimerman Advisors
California
$549K -$16.8K -112 -3%
QI
695
Qtron Investments
Massachusetts
$548K -$172K -1,149 -24%
SIG
696
Stonegate Investment Group
Alabama
$543K +$14.1K +94 +3%
LCM
697
Landscape Capital Management
New Jersey
$535K -$2.58M -17,223 -83%
UB
698
UMB Bank
Missouri
$534K -$96.9K -647 -15%
HIA
699
Harbor Investment Advisory
Maryland
$533K -$7.64K -51 -1%
HFM
700
Harvest Fund Management
China
$527K +$321K +2,146 +156%
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