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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
826
GYL Financial Synergies
Connecticut
$333K +$1.8K +12 +0.5%
GIA
827
Gateway Investment Advisers
Ohio
$332K -$1.95K -13 -0.6%
JJBC
828
James J. Burns & Company
New York
$331K – – –
HTC
829
Haverford Trust Company
Pennsylvania
$329K -$8.09K -54 -2%
PJWM
830
Philip James Wealth Mangement
Georgia
$329K +$329K +2,195 New
TWC
831
TD Waterhouse Canada
Ontario, Canada
$327K -$1.47K -10 -0.4%
SAI
832
Systematic Alpha Investments
New Jersey
$327K – – –
BHC
833
Bowen Hanes & Co
Florida
$326K – – –
KA
834
Kearns & Associates
California
$325K – – –
SPC
835
Sigma Planning Corp
Michigan
$325K +$54.2K +362 +20%
GJWM
836
Gilliland Jeter Wealth Management
Arkansas
$324K +$1.35K +9 +0.4%
MPM
837
MBB Public Markets
Illinois
$323K -$3.83M -25,555 -92%
SYBT
838
Stock Yards Bank & Trust
Kentucky
$319K +$12.4K +83 +4%
LCWP
839
Legacy Capital Wealth Partners
Arkansas
$318K +$18.7K +125 +6%
BWM
840
Brophy Wealth Management
New Hampshire
$318K +$318K +2,121 New
FH
841
FWG Holdings
Florida
$314K – – –
CW
842
CreativeOne Wealth
Kansas
$313K +$44.6K +298 +17%
AIM
843
Alhambra Investment Management
Florida
$310K -$8.68K -58 -3%
WWM
844
Waterway Wealth Management
Texas
$310K +$310K +2,070 New
SGK
845
Steigerwald Gordon & Koch
Virginia
$308K – – –
CFG
846
Carr Financial Group
Massachusetts
$308K +$1.2K +8 +0.4%
CWM
847
Cornerstone Wealth Management
Missouri
$308K -$73.5K -491 -19%
MVA
848
Mount Vernon Associates
Maryland
$307K -$59.9K -400 -16%
DFCM
849
Dark Forest Capital Management
Puerto Rico
$306K +$306K +2,042 New
OQS
850
Occudo Quantitative Strategies
Florida
$305K +$305K +2,040 New
32 33
34
35 36