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Capital One
COF

Overview Fund Activity

943 hedge funds and large institutions have $40.1B invested in Capital One in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 345 increasing their positions, 336 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+31
Holders Change %
+3.4%
% of All Funds
21.59%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.39%
New
89
Increased
345
Reduced
336
Closed
47
Calls
$165M
Puts
$360M
Net Calls
-$195M
Net Calls Change
-$67.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$259M
2
AL
AJO LP
Pennsylvania
+$139M
3
Ameriprise
Ameriprise
Minnesota
+$135M
4
Renaissance Technologies
Renaissance Technologies
New York
+$99.8M
5
PAM
Panagora Asset Management
Massachusetts
+$96.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$512M
2
Dodge & Cox
Dodge & Cox
California
-$489M
3
Deutsche Bank
Deutsche Bank
Germany
-$215M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
851
Old North State Trust
North Carolina
$38K +$38K +407 New
VFA
852
Valeo Financial Advisors
Indiana
$37K +$2.74K +31 +8%
MUS
853
Mitsubishi UFJ Securities
Japan
$34K – – –
YWP
854
YorkBridge Wealth Partners
New York
$33K -$6.77K -71 -17%
KJWM
855
Kiley Juergens Wealth Management
Washington
$32K -$26.4K -286 -45%
OIA
856
Optimum Investment Advisors
Illinois
$30K – – –
VEA
857
Virtus ETF Advisers
New York
$29K – – –
RMC
858
Resources Management Corp
Connecticut
$29K +$29K +309 New
TNBTD
859
Trustmark National Bank Trust Department
Mississippi
$28K +$28K +300 New
PFBT
860
Parkside Financial Bank & Trust
Missouri
$27K +$572 +6 +2%
SCM
861
Southport Capital Management
Tennessee
$27K +$27K +281 New
TAIM
862
TD Ameritrade Investment Management
Nebraska
$26K +$22.6K +240 +667%
PA
863
Perennial Advisors
New York
$25K – – –
LFA
864
Legacy Financial Advisors
Kentucky
$24K – – –
PS
865
Portfolio Strategies
New York
$24K – – –
BWL
866
Bogart Wealth LLC
Virginia
$24K +$3.58K +38 +18%
TFO
867
Tarbox Family Office
California
$23K – – –
MAM
868
Magellan Asset Management
Australia
$23K – – –
FHA
869
Flagship Harbor Advisors
Massachusetts
$23K +$189 +2 +0.8%
TDC
870
Thompson Davis & Co
Virginia
$23K +$12.1K +125 +111%
AWMS
871
Advocacy Wealth Management Services
Georgia
$22K – – –
SBL
872
Sargent Bickham Lagudis
Colorado
$20K – – –
DOA
873
D'Orazio & Associates
Virginia
$20K – – –
VCM
874
Versant Capital Management
Arizona
$20K – – –
EARNEST Partners
875
EARNEST Partners
Georgia
$20K – – –
33 34
35
36 37