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Capital One
COF

Overview Fund Activity

1,011 hedge funds and large institutions have $52.2B invested in Capital One in 2021 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 322 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+92
Holders Change %
+10.01%
% of All Funds
17.8%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
177
Increased
322
Reduced
367
Closed
79
Calls
$433M
Puts
$382M
Net Calls
+$51.1M
Net Calls Change
+$194M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$391M
2
BlackRock
BlackRock
New York
+$317M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$295M
4
UBS AM
UBS AM
Illinois
+$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$960M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$561M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
4
PC
PointState Capital
New York
-$207M
5
Citadel Advisors
Citadel Advisors
Florida
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
751
Mount Yale Investment Advisors
Colorado
$311K +$311K +2,447 New
SIG
752
Sargent Investment Group
Maryland
$309K +$309K +2,425 New
SFG
753
Summit Financial Group
West Virginia
$307K -$34.9K -274 -10%
PTC
754
Private Trust Company
Ohio
$307K -$1.65K -13 -0.5%
CA
755
Clearstead Advisors
Ohio
$306K -$3.05K -24 -1%
GCA
756
Guardian Capital Advisors
Ontario, Canada
$302K -$50.9K -375 -14%
MPPLM
757
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$212K -4,204 -41%
EGA
758
E&G Advisors
Texas
$299K -$12.7K -100 -4%
RBFC
759
Roman Butler Fullerton & Co
Missouri
$299K +$270 +2 +0.1%
SWMG
760
Strategic Wealth Management Group
Maryland
$296K +$20.3K +160 +7%
MCM
761
MAI Capital Management
Ohio
$296K +$296K +2,330 New
MFW
762
Meristem Family Wealth
Minnesota
$295K -$1.27K -10 -0.4%
MS
763
Maven Securities
Jersey
$293K -$1.64M -12,888 -85%
WG
764
Welch Group
Alabama
$292K +$292K +2,296 New
AP
765
Americana Partners
Texas
$288K +$288K +2,268 New
BHBT
766
Burke & Herbert Bank & Trust
Virginia
$287K – – –
ODCM
767
Old Dominion Capital Management
Virginia
$285K +$4.2K +33 +1%
BHC
768
Bowen Hanes & Co
Florida
$277K – – –
ECG
769
Edge Capital Group
Georgia
$276K – – –
CG
770
Caprock Group
Idaho
$273K +$273K +2,147 New
4WM
771
44 Wealth Management
Oregon
$272K +$272K +2,134 New
TA
772
Tiedemann Advisors
New York
$270K +$11.7K +92 +5%
CC
773
Cipher Capital
New York
$270K +$270K +2,121 New
AWCI
774
Alpine Woods Capital Investors
New York
$269K – – –
CL
775
COWA LLC
Oklahoma
$268K – – –
29 30
31
32 33