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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 %
FCP
701
Fidelis Capital Partners
Florida
$499K +$224K +1,502 +81%
SDWIA
702
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$497K – – –
Balyasny Asset Management
703
Balyasny Asset Management
Illinois
$492K +$492K +3,305 New
HW
704
Hancock Whitney
Mississippi
$491K -$15.8K -106 -3%
PCS
705
Personal CFO Solutions
New Jersey
$485K -$13.1K -88 -3%
FSA
706
Financial Security Advisor
Virginia
$485K +$11.2K +75 +2%
LNC
707
Lincoln National Corp
Pennsylvania
$484K +$63.9K +429 +15%
DIS
708
Diversified Investment Strategies
Louisiana
$480K – – –
AL
709
Aspiriant LLC
California
$479K +$21.7K +146 +5%
EIP
710
Epoch Investment Partners
New York
$478K -$9.38K -63 -2%
IAIM
711
International Assets Investment Management
Florida
$477K +$393K +284,999 +468%
BJL
712
Brighton Jones LLC
Washington
$476K +$96.5K +648 +25%
ISL
713
Ingalls & Snyder LLC
New York
$475K – – –
MM
714
MQS Management
New York
$473K +$159K +1,069 +51%
GTAM
715
Global Trust Asset Management
Florida
$473K -$1.49K -10 -0.3%
XF
716
XML Financial
Maryland
$472K +$447 +3 +0.1%
AUB
717
Atlantic Union Bankshares
Virginia
$472K – – –
CA
718
Continuum Advisory
Idaho
$472K +$472K +3,310 New
BHBT
719
Burke & Herbert Bank & Trust
Virginia
$469K -$34.8K -234 -7%
VA
720
Vident Advisory
Georgia
$466K +$35.4K +238 +8%
MFG
721
Merit Financial Group
Georgia
$464K +$64.2K +451 +16%
NS
722
NBC Securities
Alabama
$464K -$43.9K -295 -9%
AC
723
Abbrea Capital
California
$462K -$8.94K -60 -2%
CI
724
Conning Inc
Connecticut
$461K -$17.9K -120 -4%
MBT
725
Montecito Bank & Trust
California
$459K -$65.4K -439 -12%
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