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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 %
MVA
776
Mount Vernon Associates
Maryland
$365K – – –
AAM
777
Advisors Asset Management
Colorado
$364K +$173K +1,165 +91%
MWM
778
Modera Wealth Management
New Jersey
$364K -$45.3K -304 -11%
OIA
779
OneDigital Investment Advisors
Kansas
$361K -$185K -1,241 -34%
MAA
780
Matrix Asset Advisors
New York
$359K – – –
GIA
781
Gateway Investment Advisers
Ohio
$358K -$4.32K -29 -1%
CIA
782
Concurrent Investment Advisors
Florida
$350K -$20.5K -138 -6%
CIS
783
Capital International Sarl
California
$349K +$349K +2,343 New
AIM
784
Alhambra Investment Management
Florida
$348K +$348K +2,337 New
AAS
785
Ameritas Advisory Services
Nebraska
$347K -$47.2K -328 -12%
WG
786
Welch Group
Alabama
$346K – – –
PCP
787
Proficio Capital Partners
Massachusetts
$346K +$4.47K +30 +1%
CF
788
Centaurus Financial
California
$346K -$14K -94 -4%
GVAG
789
Great Valley Advisor Group
Delaware
$342K +$3.87K +26 +1%
V
790
ViaWealth
Kansas
$341K -$13.4K -90 -4%
GA
791
Gateway Advisory
New Jersey
$340K +$340K +2,285 New
KA
792
Kovack Advisors
Florida
$340K +$26.4K +177 +8%
NGA
793
Naples Global Advisors
Florida
$339K – – –
SFO
794
Stokes Family Office
Louisiana
$338K – – –
PWMAG
795
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$12.2K -82 -3%
SCM
796
Shelton Capital Management
Colorado
$335K – – –
IAS
797
Insigneo Advisory Services
Florida
$334K +$23.8K +160 +8%
HIP
798
HUB Investment Partners
Texas
$331K +$65.4K +439 +25%
MW
799
Marcum Wealth
Ohio
$330K +$893 +6 +0.3%
GFS
800
GYL Financial Synergies
Connecticut
$329K +$4.76K +32 +1%
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