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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 %
WGA
776
Weather Gauge Advisory
Virginia
$267K -$64.4K -505 -19%
SAM
777
Silvercrest Asset Management
New York
$267K +$1.02K +8 +0.4%
IC
778
Intersect Capital
California
$265K +$265K +2,084 New
NGA
779
Naples Global Advisors
Florida
$264K – – –
PFS
780
Prospera Financial Services
Texas
$264K +$264K +2,076 New
SGK
781
Steigerwald Gordon & Koch
Virginia
$262K – – –
Cerity Partners
782
Cerity Partners
New York
$262K +$262K +2,058 New
EWM
783
EPG Wealth Management
Georgia
$260K +$260K +2,045 New
PFA
784
Pinnacle Family Advisors
Missouri
$258K +$258K +2,030 New
GAMA
785
Graticule Asia Macro Advisors
New York
$257K +$257K +2,020 New
SPC
786
Sigma Planning Corp
Michigan
$256K +$256K +2,011 New
GJIC
787
Gamble Jones Investment Counsel
California
$254K +$254K +2,000 New
1W
788
1776 Wealth
Georgia
$254K +$254K +2,000 New
ERWM
789
Elk River Wealth Management
Colorado
$254K +$254K +2,000 New
PFO
790
Pathstone Family Office
New Jersey
$253K +$126K +992 +100%
Lido Advisors
791
Lido Advisors
California
$253K +$253K +1,989 New
TSS
792
Two Sigma Securities
New York
$250K -$317K -2,492 -56%
RE
793
RBC Europe
United Kingdom
$249K – – –
CFG
794
CKW Financial Group
Hawaii
$248K -$19.1K -150 -7%
XF
795
XML Financial
Maryland
$247K -$36.4K -286 -13%
BFIM
796
Beese Fulmer Investment Management
Ohio
$245K +$245K +1,925 New
WB
797
WesBanco Bank
West Virginia
$244K +$244K +1,920 New
WT
798
Washington Trust
Rhode Island
$243K +$28.4K +224 +13%
ECM
799
Evergreen Capital Management
Washington
$242K +$242K +1,899 New
MCC
800
Money Concepts Capital
Florida
$242K +$242K +1,901 New
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