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Capital One

912 hedge funds and large institutions have $39.3B invested in Capital One in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 337 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+18
Holders Change %
+2.01%
% of All Funds
20.91%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.44%
New
78
Increased
337
Reduced
334
Closed
55
Calls
$177M
Puts
$304M
Net Calls
-$127M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
801
Nelson Capital Management
California
$47K
CC
802
Claybrook Capital
Massachusetts
$46K
DSC
803
Duncker Streett & Co
Missouri
$44K
WOC
804
West Oak Capital
California
$43.3K
SFSIG
805
San Francisco Sentry Investment Group
California
$43K
PCP
806
Proficio Capital Partners
Massachusetts
$43K +$1.95K +21 +5%
B
807
Bridgeworth
Alabama
$43K +$43K +474 New
PCG
808
Private Capital Group
Connecticut
$42K -$6.18K -68 -13%
NSIM
809
North Star Investment Management
Illinois
$42K +$15.5K +170 +59%
SMFS
810
Squar Milner Financial Services
California
$42K +$42K +454 New
PMFA
811
Plante Moran Financial Advisors
Michigan
$41K -$91 -1 -0.2%
JAM
812
Jolley Asset Management
North Carolina
$40K
RWA
813
Ropes Wealth Advisors
Massachusetts
$39K
YWP
814
YorkBridge Wealth Partners
New York
$38K
WPA
815
West Paces Advisors
Georgia
$38K
TG
816
TLP Group
Illinois
$37K -$61.3K -673 -62%
TL
817
TrueWealth LLC
Georgia
$37K
VFA
818
Valeo Financial Advisors
Indiana
$37K +$23.8K +249 +180%
MUS
819
Mitsubishi UFJ Securities
Japan
$33K
CF
820
Centaurus Financial
California
$33K +$33K +355 New
FAM
821
Fred Alger Management
New York
$29K -$5.75K -63 -17%
OIA
822
Optimum Investment Advisors
Illinois
$29K +$912 +10 +3%
VEA
823
Virtus ETF Advisers
New York
$28K
GFP
824
Gryphon Financial Partners
Ohio
$25K -$1.39K -15 -5%
LFA
825
Legacy Financial Advisors
Kentucky
$25K