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Capital One
COF

Overview Fund Activity

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$492M
2
Bank of America
Bank of America
North Carolina
+$273M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$152M
4
BlackRock
BlackRock
New York
+$140M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$121M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Franklin Resources
Franklin Resources
California
-$276M
4
CVA
Ceredex Value Advisors
Florida
-$197M
5
DSA
Davis Selected Advisers
Arizona
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
751
Summit Securities Group
New York
$538K +$538K +3,480 New
TTWM
752
TCV Trust & Wealth Management
Virginia
$535K -$7.7K -50 -1%
SDWIA
753
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$516K – – –
TCM
754
Triumph Capital Management
Colorado
$515K +$515K +3,245 New
LFF
755
Level Four Financial
Texas
$515K +$515K +3,329 New
DHFB
756
Dixon Hubard Feinour & Brown
Virginia
$507K -$617K -3,989 -55%
AFS
757
Axiom Financial Strategies
Indiana
$505K – – –
AC
758
Abbrea Capital
California
$504K +$84.3K +545 +20%
BJL
759
Brighton Jones LLC
Washington
$501K +$6.5K +42 +1%
MC
760
Moors & Cabot
Massachusetts
$501K +$19.2K +124 +4%
PFA
761
Paradigm Financial Advisors
Missouri
$498K +$91.2K +590 +22%
AAM
762
Advisors Asset Management
Colorado
$495K -$58.8K -380 -11%
PCS
763
Personal CFO Solutions
New Jersey
$493K +$58K +375 +13%
CG
764
Caprock Group
Idaho
$488K +$156K +1,010 +47%
FHB
765
First Hawaiian Bank
Hawaii
$485K -$110K -710 -18%
CFG
766
Citizens Financial Group
Rhode Island
$485K -$38.7K -250 -7%
TC
767
TownSquare Capital
Utah
$485K +$11.3K +73 +2%
LSAG
768
Lake Street Advisors Group
New Hampshire
$482K +$3.01K +17 +0.6%
PG
769
Proffitt & Goodson
Tennessee
$480K +$480K +3,105 New
CA
770
Cetera Advisors
Colorado
$479K -$10.7K -69 -2%
CCM
771
Coldstream Capital Management
Washington
$478K +$30.7K +198 +7%
ESCM
772
Echo Street Capital Management
New York
$478K +$478K +3,088 New
Jones Financial Companies
773
Jones Financial Companies
Missouri
$473K -$252K -1,629 -35%
PWM
774
Palumbo Wealth Management
New York
$472K +$72.6K +469 +18%
NWA
775
New World Advisors
Massachusetts
$472K +$472K +3,050 New
29 30
31
32 33