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Capital One
COF

Overview Fund Activity

805 hedge funds and large institutions have $35.5B invested in Capital One in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 301 increasing their positions, 314 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-18
Holders Change %
-2.19%
% of All Funds
20.1%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
61
Increased
301
Reduced
314
Closed
73
Calls
$238M
Puts
$378M
Net Calls
-$141M
Net Calls Change
-$93.6M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
$666M
2
Citadel Advisors
Citadel Advisors
Florida
$264M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.28B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$163M
5
Morgan Stanley
Morgan Stanley
New York
$267M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$511M
3
Boston Partners
Boston Partners
Massachusetts
$376M
4
BlackRock
BlackRock
New York
$2.47B
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
726
V Wealth Advisors
Kansas
$44K +$44K +530 New
WOC
727
West Oak Capital
California
$43K -$19.7K -238 -31%
GAM
728
Gemmer Asset Management
California
$43K – – –
UWPG
729
Ullmann Wealth Partners Group
Florida
$42K – – –
YWP
730
YorkBridge Wealth Partners
New York
$41K – – –
DSC
731
Duncker Streett & Co
Missouri
$40K – – –
MIC
732
MU Investments Company
Japan
$39K -$9.75K -120 -20%
CT
733
Clearstead Trust
Maine
$39K +$39K +473 New
MAM
734
Magellan Asset Management
Australia
$38K +$14.9K +180 +65%
PMFA
735
Plante Moran Financial Advisors
Michigan
$37K – – –
JAM
736
Jolley Asset Management
North Carolina
$36K – – –
WPA
737
West Paces Advisors
Georgia
$34.1K – – –
DOA
738
D'Orazio & Associates
Virginia
$34K +$16.7K +201 +96%
AIM
739
Acrospire Investment Management
Illinois
$33K -$16.5K -200 -33%
OSNBOA
740
Old Second National Bank of Aurora
Illinois
$33K – – –
FFC
741
First Financial Corp
Indiana
$27K – – –
FC
742
Ferris Capital
Massachusetts
$27K +$27K +322 New
HCC
743
Hirtle Callaghan & Co
Pennsylvania
$26K -$6.33K -74 -20%
GWS
744
Glassman Wealth Services
Virginia
$25K -$16.3K -200 -40%
SSB
745
Sandy Spring Bank
Maryland
$25K +$4.51K +55 +22%
AWMS
746
Advocacy Wealth Management Services
Georgia
$24K – – –
OC
747
Oakworth Capital
Alabama
$22K – – –
VCM
748
Vigilant Capital Management
Maine
$21K – – –
PWM
749
Perigon Wealth Management
California
$20K -$9.42K -113 -32%
VCM
750
Versant Capital Management
Arizona
$19K – – –
28 29
30
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