We are live on ! Find out more
COF icon

Capital One

845 hedge funds and large institutions have $25.5B invested in Capital One in 2020 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 386 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

23% more capital invested

Capital invested by funds: $20.7B → $25.5B (+$4.74B)

7% more call options, than puts

Call options by funds: $493M | Put options by funds: $459M

0.4% less ownership

Funds ownership: 89.86%89.46% (-0.4%)

3% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 101

1% less funds holding

Funds holding: 856845 (-11)

35% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 386

Holders
845
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
17.33%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
98
Increased
252
Reduced
386
Closed
101
Calls
$493M
Puts
$459M
Net Calls
+$34.2M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
701
FORA Capital
Florida
$67K -$1.7M -27,343 -96%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$62K
CWM
703
Campbell Wealth Management
Virginia
$61K +$60.7K +975 New
VC
704
Veracity Capital
Georgia
$60K +$2.8M +44,916 New
AIM
705
Anchor Investment Management
South Carolina
$57.5K
TPCW
706
TD Private Client Wealth
New York
$56K -$23.5K -378 -30%
IAS
707
IMA Advisory Services
Colorado
$56K
NSB
708
Norway Savings Bank
Maine
$56K
SDIC
709
South Dakota Investment Council
South Dakota
$56K
LTI
710
Laffer Tengler Investments
Tennessee
$55.8K +$55.6K +892 New
O
711
Ossiam
France
$54K +$33.4K +536 +167%
PMFA
712
Plante Moran Financial Advisors
Michigan
$53K -$38.8K -623 -42%
CFA
713
Carroll Financial Associates
North Carolina
$53K +$125 +2 +0.2%
EP
714
Eudaimonia Partners
Tennessee
$49K
MAM
715
Magellan Asset Management
Australia
$48K +$11K +176 +30%
CB
716
Community Bank
New York
$45K +$14.5K +233 +48%
PFO
717
Pathstone Family Office
New Jersey
$44K
CG
718
Cutler Group
California
$43K -$206K -3,301 -83%
PP
719
Pacifica Partners
Canada
$43K +$43.6K +700 New
TAIM
720
TD Ameritrade Investment Management
Nebraska
$42K -$2.43K -39 -5%
WPA
721
West Paces Advisors
Georgia
$39.6K -$3.86K -62 -9%
TFA
722
Toth Financial Advisory
Virginia
$38K -$3.11K -50 -8%
HCM
723
Highlander Capital Management
New Jersey
$38K +$3.11K +50 +9%
BCA
724
Berman Capital Advisors
Georgia
$37K -$872 -14 -2%
NIM
725
NuWave Investment Management
New Jersey
$36K -$22.9K -368 -39%

COF Hedge Fund Activity: Q2 2020 in Review

845 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2020, worth a combined $25.5B — up 23% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COF and 98 opened new positions — a net loss of 3 holders — while 386 trimmed existing stakes and 252 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $640M. The largest seller was Capital World Investors, cutting an estimated $285M.

  • 845 institutional investors held Capital One (COF) as of Q2 2020, down from 856 in Q1 2020.
  • Funds reported $25.5B of Capital One stock for Q2 2020, up 23% quarter-over-quarter.
  • 98 funds opened new Capital One positions in Q2 2020 and 101 closed out, a net change of -3 holders.
  • The largest Capital One buyer in Q2 2020 was Lone Pine Capital, an estimated $640M added.
  • The largest Capital One seller in Q2 2020 was Capital World Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2020.