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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
826
TD Waterhouse Canada
Ontario, Canada
$313K -$69.9K -500 -18%
HTC
827
Haverford Trust Company
Pennsylvania
$312K +$312K +2,254 New
SCM
828
Shelton Capital Management
Colorado
$312K – – –
PT
829
Plimoth Trust
Massachusetts
$311K -$31.8K -230 -9%
PWMAG
830
Pinnacle Wealth Management Advisory Group
New Jersey
$311K -$2.91K -21 -0.9%
JWCA
831
J.W. Cole Advisors
Florida
$310K +$4.43K +32 +1%
HIP
832
HUB Investment Partners
Texas
$310K +$1.8K +13 +0.6%
GIA
833
Gateway Investment Advisers
Ohio
$308K -$24.1K -174 -7%
JJBC
834
James J. Burns & Company
New York
$307K +$1.67K +12 +0.5%
GFS
835
GYL Financial Synergies
Connecticut
$306K -$554 -4 -0.2%
FT
836
Fiduciary Trust
Massachusetts
$304K +$11.2K +81 +4%
SAI
837
Systematic Alpha Investments
New Jersey
$302K – – –
RFS
838
Richardson Financial Services
Massachusetts
$301K +$97.6K +705 +48%
BHC
839
Bowen Hanes & Co
Florida
$301K – – –
KA
840
Kearns & Associates
California
$300K – – –
GWM
841
Gitterman Wealth Management
New Jersey
$300K +$300K +2,165 New
GJWM
842
Gilliland Jeter Wealth Management
Arkansas
$298K +$1.25K +9 +0.4%
IWM
843
IHT Wealth Management
Illinois
$296K +$692 +5 +0.2%
AIM
844
Alhambra Investment Management
Florida
$295K -$28.9K -209 -9%
CIA
845
Concurrent Investment Advisors
Florida
$292K -$33.4K -241 -10%
CIA
846
Choate Investment Advisors
Massachusetts
$291K +$18K +130 +7%
PP
847
Paloma Partners
Connecticut
$291K +$291K +2,100 New
WP
848
WMS Partners
Maryland
$288K +$40K +289 +16%
SGK
849
Steigerwald Gordon & Koch
Virginia
$285K – – –
AWA
850
Aaron Wealth Advisors
Illinois
$285K +$45.1K +326 +19%
32 33
34
35 36