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Capital One
COF

Overview Fund Activity

852 hedge funds and large institutions have $20.7B invested in Capital One in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 297 increasing their positions, 371 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-110
Holders Change %
-11.43%
% of All Funds
18.82%
Holding in Top 10
10
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-52.38%
% of All Funds
0.22%
New
80
Increased
297
Reduced
371
Closed
179
Calls
$159M
Puts
$241M
Net Calls
-$81.7M
Net Calls Change
+$158M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$254M
2
Dodge & Cox
Dodge & Cox
California
+$180M
3
DSA
Davis Selected Advisers
Arizona
+$140M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$71.8M
5
First Manhattan
First Manhattan
New York
+$48.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$324M
2
Capital International Investors
Capital International Investors
California
-$164M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$82M
4
Citadel Advisors
Citadel Advisors
Florida
-$65M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
801
Point72 Hong Kong
Hong Kong
$6K +$6K +112 New
WQ
802
Wealth Quarterback
New Jersey
$5.11K -$219K -4,325 -98%
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$5K -$5K -100 -50%
WB
804
West Bancorporation
Iowa
$5K – – –
DSC
805
Duncker Streett & Co
Missouri
$5K – – –
ATC
806
Adirondack Trust Company
New York
$5K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$5K – – –
CAL
808
Capital Analysts LLC
Pennsylvania
$5K – – –
PCFFS
809
Pacific Center for Financial Services
California
$5K – – –
SIS
810
Sound Income Strategies
Florida
$5K – – –
RCA
811
Ranch Capital Advisors
Florida
$5K – – –
VCP
812
Verus Capital Partners
Arizona
$5K – – –
SQA
813
Simon Quick Advisors
New Jersey
$5K +$5K +92 New
DI
814
Disciplined Investments
Oklahoma
$5K +$5K +107 New
BFC
815
Bedel Financial Consulting
Indiana
$4K -$45.5K -1,000 -92%
SGAM
816
Smith Group Asset Management
Texas
$4K -$571 -10 -13%
WTC
817
WhitTier Trust Company
Nevada
$4K – – –
OC
818
Oakworth Capital
Alabama
$4K – – –
PK
819
Pflug Koory
Nebraska
$4K – – –
AA
820
Ancora Advisors
Ohio
$3K -$2.68K -50 -47%
LFG
821
LifePlan Financial Group
Ohio
$3K -$1.19K -27 -28%
TPWA
822
TRUE Private Wealth Advisors
Oregon
$3K – – –
WCM
823
Wealthcare Capital Management
Virginia
$3K +$966 +19 +48%
HWA
824
HHM Wealth Advisors
Tennessee
$3K +$3K +50 New
CFFP
825
Center for Financial Planning
Michigan
$3K +$2.83K +50 +1,667%
31 32
33
34 35