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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 %
SYBT
826
Stock Yards Bank & Trust
Kentucky
$305K – – –
CFG
827
Carr Financial Group
Massachusetts
$304K +$304K +2,041 New
IA
828
IFP Advisors
Florida
$303K +$134K +897 +79%
RBC
829
Romano Brothers & Co
Illinois
$302K – – –
SPC
830
Sigma Planning Corp
Michigan
$301K +$15.9K +107 +6%
GA
831
Greenspring Advisors
Maryland
$300K – – –
DA
832
Doliver Advisors
Texas
$300K – – –
UAS
833
United Asset Strategies
New York
$298K – – –
1W
834
1776 Wealth
Georgia
$298K – – –
ERWM
835
Elk River Wealth Management
Colorado
$298K – – –
LFA
836
Legacy Financial Advisors
Kentucky
$297K +$18.8K +126 +7%
MWM
837
Marion Wealth Management
Pennsylvania
$297K -$55.5K -373 -16%
KP
838
Keel Point
Alabama
$295K +$18.6K +125 +7%
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$295K -$3.57K -24 -1%
CIA
840
Choate Investment Advisors
Massachusetts
$294K -$1.33M -8,925 -82%
CIM
841
CIM Investment Management
Pennsylvania
$293K – – –
FFA
842
Farther Finance Advisors
California
$293K -$28.8K -198 -9%
CIA
843
Capital Investment Advisors
Georgia
$291K +$7.59K +51 +3%
CWP
844
Capital Wealth Planning
Florida
$290K – – –
SSWM
845
Strait & Sound Wealth Management
California
$288K – – –
BFIM
846
Beese Fulmer Investment Management
Ohio
$287K – – –
FBB
847
Fulton Breakefield Broenniman
Maryland
$286K – – –
WCFA
848
Walkner Condon Financial Advisors
Wisconsin
$285K +$4.17K +28 +1%
DWT
849
Dorsey & Whitney Trust
South Dakota
$284K +$2.23K +15 +0.8%
WFC
850
Western Financial Corp
California
$284K +$284K +1,908 New
32 33
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