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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 %
SFA
801
Sequoia Financial Advisors
Ohio
$241K +$241K +1,892 New
ISL
802
Ingalls & Snyder LLC
New York
$241K +$241K +1,895 New
WC
803
Woodstock Corp
Massachusetts
$239K +$239K +1,880 New
MHS
804
M Holdings Securities
Oregon
$238K +$238K +1,873 New
BCI
805
Brinker Capital Investments
Pennsylvania
$235K -$229K -1,803 -49%
BA
806
Bridgewater Advisors
New York
$234K +$234K +1,527 New
CL
807
CIM LLC
New York
$233K +$233K +1,478 New
MC
808
Mathes Company
New York
$232K +$232K +1,820 New
RWM
809
Reston Wealth Management
Virginia
$231K +$231K +1,816 New
TA
810
TruWealth Advisors
Louisiana
$229K +$229K +1,799 New
OFG
811
OmniStar Financial Group
North Carolina
$229K +$229K +1,800 New
VCG
812
Vantage Consulting Group
Virginia
$225K +$8.79K +69 +4%
HFM
813
Harvest Fund Management
China
$225K +$76.4K +603 +51%
WIC
814
Whitegate Investment Counselors
New Hampshire
$225K +$225K +1,766 New
NICM
815
Neo Ivy Capital Management
New York
$225K +$225K +1,769 New
IIC
816
Integrated Investment Consultants
Michigan
$224K +$224K +1,760 New
MMHP
817
Murphy Middleton Hinkle & Parker
Georgia
$223K +$223K +1,755 New
MCM
818
Marathon Capital Management
Maryland
$223K +$223K +1,759 New
FNBOO
819
First National Bank of Omaha
Nebraska
$222K +$222K +1,747 New
FFA
820
Founders Financial Alliance
North Carolina
$221K +$221K +1,585 New
SWM
821
SeaCrest Wealth Management
New York
$220K +$220K +1,731 New
AHC
822
Adell Harriman & Carpenter
Texas
$216K +$216K +1,700 New
FWM
823
Focused Wealth Management
New York
$213K +$213K +1,675 New
FCM
824
Firestone Capital Management
Florida
$211K – – –
CB
825
Cadence Bank
Mississippi
$211K +$211K +1,660 New
31 32
33
34 35