We are live on ! Find out more
COF icon

Capital One

903 hedge funds and large institutions have $34.4B invested in Capital One in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 358 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $31.6B → $34.4B (+$2.76B)

1.75% more ownership

Funds ownership: 88.75%90.51% (+1.8%)

8% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 87

8% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 358

2% less funds holding

Funds holding: 923903 (-20)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

47% less call options, than puts

Call options by funds: $125M | Put options by funds: $237M

Holders
903
Holders Change
-20
Holders Change %
-2.17%
% of All Funds
19.55%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.45%
New
80
Increased
328
Reduced
358
Closed
87
Calls
$125M
Puts
$237M
Net Calls
-$112M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
751
Toth Financial Advisory
Virginia
$94K
CCM
752
Covington Capital Management
California
$90K
BFC
753
Bedel Financial Consulting
Indiana
$89K
ST
754
Smithfield Trust
Pennsylvania
$89K
LC
755
Lindbrook Capital
California
$87K -$2.44K -30 -3%
DBT
756
Dubuque Bank & Trust
Iowa
$86K
IUHSA
757
Itau Unibanco Holding S.A.
Brazil
$86K
ESB
758
Essex Savings Bank
Connecticut
$86K +$28.5K +351 +50%
PAM
759
Paradigm Asset Management
New York
$85.8K +$4.06K +50 +5%
RFA
760
Reilly Financial Advisors
California
$85K +$406 +5 +0.5%
HCM
761
Highlander Capital Management
New Jersey
$82K -$8.13K -100 -9%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$82K -$2.85K -35 -3%
FCA
763
FinTrust Capital Advisors
South Carolina
$82K +$16.1K +198 +25%
CBT
764
Capital Bank & Trust
California
$81K -$3.66K -45 -4%
NSB
765
Norway Savings Bank
Maine
$76K -$1.63K -20 -2%
AIM
766
Anchor Investment Management
South Carolina
$75.1K
IAS
767
IMA Advisory Services
Colorado
$73K -$3.9K -48 -5%
PCG
768
Private Capital Group
Connecticut
$73K
LFA
769
Legacy Financial Advisors
Kentucky
$73K +$17.1K +211 +31%
CAW
770
Cornerstone Advisors (Washington)
Washington
$72K +$17.1K +211 +31%
PMFA
771
Plante Moran Financial Advisors
Michigan
$71K -$8.86K -109 -11%
FMT
772
First Mercantile Trust
Tennessee
$70K +$731 +9 +1%
AIM
773
Advantage Investment Management
Iowa
$67K -$36.7K -451 -35%
TWA
774
TCI Wealth Advisors
Arizona
$67K +$6.18K +76 +10%
AIC
775
Archer Investment Corporation
Indiana
$66K

COF Hedge Fund Activity: Q1 2019 in Review

903 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2019, worth a combined $34.4B — up 8.7% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of COF and 80 opened new positions — a net loss of 7 holders — while 358 trimmed existing stakes and 328 added.

The largest buyer was Dodge & Cox, adding an estimated $274M. The largest seller was AJO LP, cutting an estimated $197M.

  • 903 institutional investors held Capital One (COF) as of Q1 2019, down from 923 in Q4 2018.
  • Funds reported $34.4B of Capital One stock for Q1 2019, up 8.7% quarter-over-quarter.
  • 80 funds opened new Capital One positions in Q1 2019 and 87 closed out, a net change of -7 holders.
  • The largest Capital One buyer in Q1 2019 was Dodge & Cox, an estimated $274M added.
  • The largest Capital One seller in Q1 2019 was AJO LP, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2019.