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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
EGA
701
E&G Advisors
Texas
$242K +$208K +2,448 New
MA
702
MCF Advisors
Kentucky
$241K +$170 +2 +0.1%
AC
703
Abbrea Capital
California
$241K +$207K +2,440 New
CA
704
Clearstead Advisors
Ohio
$240K – – –
PTC
705
Private Trust Company
Ohio
$240K +$207K +2,431 New
Massachusetts Financial Services
706
Massachusetts Financial Services
Massachusetts
$239K +$205K +2,414 New
AL
707
Aspiriant LLC
California
$236K +$203K +2,382 New
AFS
708
Axiom Financial Strategies
Indiana
$235K – – –
OPS
709
Orion Portfolio Solutions
Nebraska
$233K +$200K +2,357 New
KA
710
Kovack Advisors
Florida
$232K +$200K +2,350 New
MFW
711
Meristem Family Wealth
Minnesota
$230K +$198K +2,329 New
EI
712
Ethic Inc
New York
$229K -$58.8K -691 -23%
MWP
713
MYCIO Wealth Partners
Pennsylvania
$229K +$197K +2,318 New
CL
714
COWA LLC
Oklahoma
$224K +$170K +2,000 New
GAM
715
Gotham Asset Management
New York
$223K +$192K +2,255 New
BHBT
716
Burke & Herbert Bank & Trust
Virginia
$223K +$192K +2,258 New
LA
717
LVW Advisors
New York
$220K +$189K +2,228 New
XF
718
XML Financial
Maryland
$220K +$189K +2,228 New
RBFC
719
Roman Butler Fullerton & Co
Missouri
$219K +$188K +2,216 New
ODCM
720
Old Dominion Capital Management
Virginia
$218K +$188K +2,209 New
BHC
721
Bowen Hanes & Co
Florida
$215K +$185K +2,174 New
SWMG
722
Strategic Wealth Management Group
Maryland
$214K +$184K +2,168 New
ECG
723
Edge Capital Group
Georgia
$214K +$184K +2,169 New
NA
724
NewEdge Advisors
Louisiana
$210K +$180K +2,121 New
AWCI
725
Alpine Woods Capital Investors
New York
$209K +$180K +2,112 New
27 28
29
30 31

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.