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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 %
OFG
751
Oxford Financial Group
Indiana
$409K +$26.2K +176 +7%
PCM
752
Pointe Capital Management
Michigan
$407K – – –
PCM
753
Parsons Capital Management
Rhode Island
$406K +$4.47K +30 +1%
SB
754
Sunflower Bank
Texas
$402K -$5.36K -36 -1%
MCM
755
Manchester Capital Management
Vermont
$398K +$15.8K +106 +4%
WPWM
756
Western Pacific Wealth Management
Illinois
$395K +$28.3K +190 +8%
BCA
757
Bay Colony Advisors
Massachusetts
$395K -$54.5K -366 -12%
HIC
758
Hartline Investment Corp
Illinois
$395K +$395K +2,651 New
MGIA
759
Moneta Group Investment Advisors
Missouri
$394K +$16.7K +112 +4%
TPI
760
Trust Point Inc
Wisconsin
$394K +$394K +2,645 New
FWM
761
FFT Wealth Management
Pennsylvania
$391K +$45K +302 +13%
HC
762
Hara Capital
Washington
$391K – – –
SPI
763
Sutton Place Investors
New York
$389K +$389K +2,616 New
SP
764
Symmetry Partners
Connecticut
$386K – – –
6F
765
626 Financial
Michigan
$386K – – –
PWM
766
Perigon Wealth Management
California
$381K +$29.3K +197 +8%
CWM
767
Cornerstone Wealth Management
Missouri
$380K +$2.38K +16 +0.6%
GIA
768
Gladstone Institutional Advisory
Florida
$378K +$99.6K +669 +36%
RTC
769
Riverview Trust Company
Washington
$378K – – –
SAM
770
Silvercrest Asset Management
New York
$376K -$34.7K -233 -8%
BOS
771
Bank of Stockton
California
$375K +$375K +2,518 New
CC
772
Cipher Capital
New York
$373K +$373K +2,503 New
BMCM
773
Bryn Mawr Capital Management
Pennsylvania
$369K -$12.7K -85 -3%
PT
774
Plimoth Trust
Massachusetts
$368K -$78.3K -526 -18%
CFG
775
Citizens Financial Group
Rhode Island
$367K -$247K -1,659 -40%
29 30
31
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