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Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
801
J.W. Cole Advisors
Florida
$329K -$14.3K -96 -4%
SL
802
Salomon & Ludwin
Virginia
$327K +$7.15K +48 +2%
IIM
803
INTECH Investment Management
Florida
$327K -$375K -2,516 -53%
SAI
804
Systematic Alpha Investments
New Jersey
$325K – – –
BHC
805
Bowen Hanes & Co
Florida
$324K – – –
SIM
806
Sentry Investment Management
Wisconsin
$324K +$324K +2,174 New
KA
807
Kearns & Associates
California
$323K – – –
BHCM
808
Brevan Howard Capital Management
Jersey
$320K +$67.6K +454 +27%
HC
809
Hamilton Capital
Ohio
$319K +$319K +2,145 New
GJWM
810
Gilliland Jeter Wealth Management
Arkansas
$319K +$1.34K +9 +0.4%
JJBC
811
James J. Burns & Company
New York
$318K -$1.74K -12 -0.5%
ICG
812
InterOcean Capital Group
Tennessee
$318K -$48.8K -328 -13%
IWM
813
IHT Wealth Management
Illinois
$318K -$3.13K -21 -1%
FCBT
814
First Citizens Bank & Trust
North Carolina
$316K +$316K +2,123 New
FT
815
Fiduciary Trust
Massachusetts
$315K – – –
OAM
816
Ostrum Asset Management
France
$315K – – –
KLCM
817
KG&L Capital Management
Louisiana
$314K +$20.3K +136 +7%
SAG
818
SageView Advisory Group
California
$313K +$313K +2,104 New
CA
819
Clearstead Advisors
Ohio
$313K +$4.55K +32 +1%
PWM
820
Power Wealth Management
Georgia
$310K +$310K +2,082 New
BP
821
Ballentine Partners
Massachusetts
$308K +$35.3K +237 +13%
Verition Fund Management
822
Verition Fund Management
Connecticut
$307K -$76.1K -511 -20%
PA
823
Probity Advisors
Texas
$307K -$37.1K -249 -11%
SGK
824
Steigerwald Gordon & Koch
Virginia
$307K – – –
FMLI
825
Fukoku Mutual Life Insurance
Japan
$306K -$121K -811 -28%
31 32
33
34 35