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Capital One

856 hedge funds and large institutions have $20.7B invested in Capital One in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 372 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 88.77%89.86% (+1.1%)

11% less funds holding

Funds holding: 965856 (-109)

20% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 372

34% less call options, than puts

Call options by funds: $159M | Put options by funds: $241M

51% less capital invested

Capital invested by funds: $42.5B → $20.7B (-$21.8B)

52% less funds holding in top 10

Funds holding in top 10: 2110 (-11)

55% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 179

Holders
856
Holders Change
-109
Holders Change %
-11.3%
% of All Funds
18.86%
Holding in Top 10
10
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-52.38%
% of All Funds
0.22%
New
81
Increased
298
Reduced
372
Closed
179
Calls
$159M
Puts
$241M
Net Calls
-$81.7M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
801
Evoke Wealth
California
$6.54K -$11K -125 -49%
CI
802
CX Institutional
Indiana
$6K -$791 -9 -7%
IWP
803
IAG Wealth Partners
Wisconsin
$6K
LB
804
Legacy Bridge
Iowa
$6K
PHK
805
Point72 Hong Kong
Hong Kong
$6K +$9.85K +112 New
WQ
806
Wealth Quarterback
New Jersey
$5.11K -$380K -4,325 -98%
MSFP
807
Mark Sheptoff Financial Planning
Connecticut
$5K -$8.79K -100 -50%
ATC
808
Adirondack Trust Company
New York
$5K
BWM
809
Baystate Wealth Management
Massachusetts
$5K
CAL
810
Capital Analysts LLC
Pennsylvania
$5K
DSC
811
Duncker Streett & Co
Missouri
$5K
PCFFS
812
Pacific Center for Financial Services
California
$5K
RCA
813
Ranch Capital Advisors
Florida
$5K
SIS
814
Sound Income Strategies
Florida
$5K
VCP
815
Verus Capital Partners
Arizona
$5K
WB
816
West Bancorporation
Iowa
$5K
SQA
817
Simon Quick Advisors
New Jersey
$5K +$8.09K +92 New
DI
818
Disciplined Investments
Oklahoma
$5K +$9.41K +107 New
BFC
819
Bedel Financial Consulting
Indiana
$4K -$87.9K -1,000 -92%
SGAM
820
Smith Group Asset Management
Texas
$4K -$879 -10 -13%
OC
821
Oakworth Capital
Alabama
$4K
PK
822
Pflug Koory
Nebraska
$4K
WTC
823
WhitTier Trust Company
Nevada
$4K
AA
824
Ancora Advisors
Ohio
$3K -$4.4K -50 -47%
LFG
825
LifePlan Financial Group
Ohio
$3K -$2.37K -27 -28%

COF Hedge Fund Activity: Q1 2020 in Review

856 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2020, worth a combined $20.7B — down 51% from $42.5B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of COF and 81 opened new positions — a net loss of 98 holders — while 372 trimmed existing stakes and 298 added.

The largest buyer was Fidelity Investments, adding an estimated $443M. The largest seller was Capital World Investors, cutting an estimated $564M.

  • 856 institutional investors held Capital One (COF) as of Q1 2020, down from 965 in Q4 2019.
  • Funds reported $20.7B of Capital One stock for Q1 2020, down 51% quarter-over-quarter.
  • 81 funds opened new Capital One positions in Q1 2020 and 179 closed out, a net change of -98 holders.
  • The largest Capital One buyer in Q1 2020 was Fidelity Investments, an estimated $443M added.
  • The largest Capital One seller in Q1 2020 was Capital World Investors, an estimated $564M sold.

Based on aggregated 13F filings for Q1 2020.