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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
751
ProVise Management Group
Florida
$442K – – –
S
752
SimplyRich
California
$440K – – –
LS
753
Livforsakringsbolaget Skandia
Sweden
$439K +$316K +2,110 +257%
NS
754
NBC Securities
Alabama
$437K -$5.83K -39 -1%
AIM
755
Achmea Investment Management
Netherlands
$436K -$698K -4,667 -62%
CIA
756
Choate Investment Advisors
Massachusetts
$435K +$120K +804 +38%
CAG
757
Crestwood Advisors Group
Massachusetts
$435K +$12.6K +84 +3%
CIM
758
Cambria Investment Management
California
$434K -$3.59K -24 -0.8%
DTL
759
Dynamic Technology Lab
Singapore
$432K +$432K +2,884 New
AWA
760
Aaron Wealth Advisors
Illinois
$432K +$124K +825 +40%
KLCM
761
KG&L Capital Management
Louisiana
$430K +$30.5K +204 +8%
CWM
762
Circle Wealth Management
New Jersey
$429K -$22.5K -150 -5%
GI
763
GAMCO Investors
Connecticut
$429K +$429K +2,866 New
PTP
764
Platform Technology Partners
New York
$425K – – –
IIM
765
Intact Investment Management
Quebec, Canada
$425K – – –
SCM
766
Sterling Capital Management
North Carolina
$425K +$425K +2,837 New
AIM
767
Acropolis Investment Management
Missouri
$424K – – –
MFG
768
Merit Financial Group
Georgia
$423K -$80.1K -535 -16%
GRP
769
Global Retirement Partners
California
$420K +$20.4K +136 +5%
NW
770
NewEdge Wealth
Pennsylvania
$419K +$191K +1,277 +84%
IAS
771
Insigneo Advisory Services
Florida
$416K +$28.4K +190 +7%
ZIG
772
Zullo Investment Group
Pennsylvania
$413K -$3.45K -23 -0.8%
PA
773
Prossimo Advisors
California
$410K +$9.74K +65 +2%
XF
774
XML Financial
Maryland
$410K -$3.59K -24 -0.9%
PCM
775
Pointe Capital Management
Michigan
$410K – – –
29 30
31
32 33