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Capital One

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
AWCI
851
Alpine Woods Capital Investors
New York
$327K
SFA
852
Sequoia Financial Advisors
Ohio
$326K +$33.4K +216 +11%
Cerity Partners
853
Cerity Partners
New York
$325K +$6.35K +41 +2%
AIM
854
Aigen Investment Management
New York
$325K +$325K +2,098 New
MC
855
Machina Capital
France
$325K +$325K +2,100 New
WGA
856
Weather Gauge Advisory
Virginia
$324K
NGA
857
Naples Global Advisors
Florida
$321K
CP
858
Camelot Portfolios
Ohio
$320K -$502K -3,241 -61%
AHC
859
Adell Harriman & Carpenter
Texas
$319K +$56.5K +365 +21%
SGK
860
Steigerwald Gordon & Koch
Virginia
$319K
WB
861
WesBanco Bank
West Virginia
$318K +$20.9K +135 +7%
SWMG
862
Strategic Wealth Management Group
Maryland
$316K -$43.7K -283 -12%
ECM
863
Evergreen Capital Management
Washington
$314K +$20.6K +133 +7%
TA
864
Tiedemann Advisors
New York
$309K -$19.3K -125 -6%
ERWM
865
Elk River Wealth Management
Colorado
$309K
GJIC
866
Gamble Jones Investment Counsel
California
$309K
1W
867
1776 Wealth
Georgia
$309K
CHC
868
City Holding Co
West Virginia
$304K +$304K +1,963 New
RE
869
RBC Europe
United Kingdom
$303K
XF
870
XML Financial
Maryland
$301K +$310 +2 +0.1%
SS
871
Simplicity Solutions
Minnesota
$301K +$301K +1,947 New
BFIM
872
Beese Fulmer Investment Management
Ohio
$298K
WT
873
Washington Trust
Rhode Island
$297K
BA
874
Bridgewater Advisors
New York
$292K +$55.5K +358 +23%
WC
875
Woodstock Corp
Massachusetts
$291K