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Capital One
COF

Overview Fund Activity

962 hedge funds and large institutions have $42.5B invested in Capital One in 2019 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 288 increasing their positions, 388 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+56
Holders Change %
+6.18%
% of All Funds
19%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.41%
New
130
Increased
288
Reduced
388
Closed
60
Calls
$311M
Puts
$551M
Net Calls
-$240M
Net Calls Change
-$68.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$217M
3
Truist Financial
Truist Financial
North Carolina
+$154M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.8M
5
Norges Bank
Norges Bank
Norway
+$65M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$354M
2
Dodge & Cox
Dodge & Cox
California
-$201M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$119M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$87.1M
5
Harris Associates
Harris Associates
Illinois
-$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
876
Clean Yield Group
Vermont
$23K – – –
SBL
877
Sargent Bickham Lagudis
Colorado
$22K – – –
EARNEST Partners
878
EARNEST Partners
Georgia
$22K – – –
SWA
879
Sutton Wealth Advisors
Florida
$21.4K – – –
DOA
880
D'Orazio & Associates
Virginia
$21K – – –
PAI
881
Pittenger & Anderson Inc
Nebraska
$21K – – –
PFSC
882
Peoples Financial Services Corp
Pennsylvania
$21K – – –
HDIM
883
Hanson & Doremus Investment Management
Vermont
$21K – – –
MAM
884
Marquette Asset Management
Minnesota
$21K – – –
TIM
885
Tortoise Investment Management
New York
$21K – – –
BWA
886
Burt Wealth Advisors
Maryland
$21K – – –
SWM
887
Selective Wealth Management
Virginia
$21K – – –
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$21K +$10.5K +100 +100%
CHA
889
Carmichael Hill & Associates
Maryland
$21K +$21K +200 New
MRCM
890
M&R Capital Management
New Jersey
$20K – – –
FA
891
Financial Advantage
Maryland
$20K – – –
POIA
892
Pin Oak Investment Advisors
Texas
$20K – – –
CMA
893
Cedar Mountain Advisors
Oregon
$19K +$19K +180 New
KFS
894
Kelly Financial Services
Massachusetts
$18.5K – – –
KWM
895
Keebeck Wealth Management
Illinois
$18K +$18K +176 New
BL
896
Balentine LLC
Georgia
$17K +$916 +9 +6%
GFPC
897
Global Financial Private Client
Florida
$15.4K +$15.4K +150 New
MCM
898
Manchester Capital Management
Vermont
$15K – – –
CI
899
CX Institutional
Indiana
$14K – – –
GCM
900
Gables Capital Management
Florida
$14K – – –
34 35
36
37 38