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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 %
TI
726
tru Independence
Oregon
$456K -$893 -6 -0.2%
JF
727
Jump Financial
Illinois
$455K +$53.3K +358 +13%
AIM
728
Acropolis Investment Management
Missouri
$449K -$38K -255 -8%
HFM
729
Hartford Financial Management
Connecticut
$447K – – –
CSI
730
Cross Staff Investments
New York
$447K – – –
QWP
731
Quotient Wealth Partners
Texas
$447K +$183K +1,232 +70%
CCA
732
Checchi Capital Advisers
California
$444K +$4.17K +28 +0.9%
BL
733
Balentine LLC
Georgia
$443K -$1.79K -12 -0.4%
KCM
734
Kathmere Capital Management
Pennsylvania
$440K +$38.4K +258 +10%
PMG
735
ProVise Management Group
Florida
$439K – – –
ALAM
736
Asahi Life Asset Management
Japan
$439K +$439K +2,950 New
JCM
737
Jacobi Capital Management
Pennsylvania
$438K +$893 +6 +0.2%
S
738
SimplyRich
California
$438K – – –
SAM
739
Smartleaf Asset Management
Massachusetts
$438K +$153K +1,058 +54%
AG
740
AlTi Global
New York
$437K +$92.6K +622 +27%
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
$435K +$50.5K +339 +13%
Wolverine Trading
742
Wolverine Trading
Illinois
$423K -$6.29M -42,247 -94%
CPSAC
743
Chas P. Smith & Associates (CPS)
Florida
$421K +$11.3K +76 +3%
CL
744
Choreo LLC
Illinois
$421K +$105K +706 +33%
CGL
745
Clarius Group LLC
Washington
$419K -$50.8K -341 -11%
VA
746
Verdad Advisers
Massachusetts
$419K +$419K +2,816 New
TWC
747
TD Waterhouse Canada
Ontario, Canada
$416K -$78.2K -515 -16%
CAG
748
Crestwood Advisors Group
Massachusetts
$415K -$963K -6,468 -70%
ZIG
749
Zullo Investment Group
Pennsylvania
$413K +$1.79K +12 +0.4%
VFP
750
Verus Financial Partners
Virginia
$412K -$36.9K -248 -8%
28 29
30
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