COF icon

Capital One
COF

Overview Fund Activity

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$602M
2
Bank of America
Bank of America
North Carolina
$1.26B
3
Fisher Asset Management
Fisher Asset Management
Washington
$621M
4
BlackRock
BlackRock
New York
$5.68B
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$126M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$5.49B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.23B
3
Franklin Resources
Franklin Resources
California
$413M
4
CVA
Ceredex Value Advisors
Florida
$127M
5
DSA
Davis Selected Advisers
Arizona
$2.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
801
Lido Advisors
California
$420K +$112K +725 +36%
CAI
802
Capital Advisors Inc
Oklahoma
$413K +$1.24K +8 +0.3%
CW
803
CreativeOne Wealth
Kansas
$412K +$412K +2,664 New
WG
804
Winton Group
United Kingdom
$411K -$157K -1,013 -28%
VFP
805
Verus Financial Partners
Virginia
$410K -$33K -209 -7%
CPSAC
806
Chas P. Smith & Associates (CPS)
Florida
$410K +$29.8K +193 +8%
B
807
Bailard
California
$409K – – –
KA
808
Kovack Advisors
Florida
$404K -$29.2K -189 -7%
Fiera Capital (Canada)
809
Fiera Capital (Canada)
Quebec, Canada
$403K +$309 +2 +0.1%
Koshinski Asset Management
810
Koshinski Asset Management
Illinois
$401K -$233K -1,506 -37%
AL
811
Aspiriant LLC
California
$401K +$18.6K +120 +5%
LNC
812
Lincoln National Corp
Pennsylvania
$400K -$402K -2,596 -50%
CCB
813
Cutter & Co Brokerage
Missouri
$394K +$2.78K +18 +0.7%
HAS
814
HBW Advisory Services
California
$391K -$56.7K -367 -13%
LA
815
LVW Advisors
New York
$390K -$1.55K -10 -0.4%
OPS
816
Orion Portfolio Solutions
Nebraska
$387K +$4.64K +30 +1%
MYIA
817
Mount Yale Investment Advisors
Colorado
$383K +$4.49K +29 +1%
FF
818
FourThought Financial
Florida
$382K -$99K -641 -21%
OPA
819
Old Port Advisors
Maine
$380K -$41.6K -262 -10%
CTC
820
Central Trust Company
Missouri
$379K – – –
MA
821
MCF Advisors
Kentucky
$379K +$464 +3 +0.1%
CA
822
Clearstead Advisors
Ohio
$379K +$6.51K +42 +2%
PTC
823
Private Trust Company
Ohio
$374K -$465 -3 -0.1%
WP
824
WMS Partners
Maryland
$372K -$43.3K -280 -10%
AIP
825
Almanack Investment Partners
Pennsylvania
$372K +$123K +796 +50%
31 32
33
34 35