COF icon

Capital One

832 hedge funds and large institutions have $40.8B invested in Capital One in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 319 increasing their positions, 293 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+45
Holders Change %
+5.72%
% of All Funds
22.2%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.83%
New
99
Increased
319
Reduced
293
Closed
48
Calls
$203M
Puts
$190M
Net Calls
+$12.9M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
776
AllSquare Wealth Management
New York
$41K +$41K +500 New
CFA
777
Carroll Financial Associates
North Carolina
$40K -$9.06K -120 -18%
DOA
778
D'Orazio & Associates
Virginia
$37K
ATC
779
Adirondack Trust Company
New York
$35K
PCTC
780
Perkins Coie Trust Company
Washington
$34K
DSC
781
Duncker Streett & Co
Missouri
$31K
HF
782
Hoxton Financial
West Virginia
$31K
JWA
783
JFS Wealth Advisors
Pennsylvania
$31K +$31K +376 New
SNT
784
Security National Trust
West Virginia
$26K +$13.9K +165 +115%
TC
785
TradeLink Capital
Illinois
$25K +$25K +300 New
OC
786
Oakworth Capital
Alabama
$22K
MFS
787
MSI Financial Services
Massachusetts
$21K -$95.8K -1,145 -82%
MMG
788
Monetary Management Group
Missouri
$21K
SC
789
Searle & Co
Connecticut
$21K +$21K +265 New
TFO
790
Tarbox Family Office
California
$20K
BFEC
791
Benjamin F. Edwards & Company
Missouri
$20K +$2.43K +29 +14%
QAM
792
QCI Asset Management
New York
$19K
RA
793
Rational Advisors
New York
$19K +$19K +230 New
MFBTD
794
MB Financial Bank - Trust Department
Illinois
$18K -$25.8K -304 -59%
PFSC
795
Peoples Financial Services Corp
Pennsylvania
$17K
NCM
796
Nelson Capital Management
California
$17K
GWS
797
Glassman Wealth Services
Virginia
$17K +$17K +200 New
LWA
798
Lenox Wealth Advisors
New York
$16K -$2.19K -26 -12%
IF
799
Ironwood Financial
Arizona
$16K +$16K +193 New
RFA
800
Reilly Financial Advisors
California
$14K