We are live on ! Find out more
COF icon

Capital One

817 hedge funds and large institutions have $29.7B invested in Capital One in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 240 increasing their positions, 365 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

17% more capital invested

Capital invested by funds: $25.5B → $29.7B (+$4.24B)

1.31% more ownership

Funds ownership: 89.46%90.77% (+1.3%)

3% less funds holding

Funds holding: 845817 (-28)

22% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 101

27% less call options, than puts

Call options by funds: $427M | Put options by funds: $581M

34% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 365

Holders
817
Holders Change
-28
Holders Change %
-3.31%
% of All Funds
16.49%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
79
Increased
240
Reduced
365
Closed
101
Calls
$427M
Puts
$581M
Net Calls
-$155M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
876
Alpine Global Management
New York
-$212K -3,382 Closed
FMBTD
877
First Midwest Bank Trust Division
Illinois
-$211K -3,377 Closed
PAS
878
Park Avenue Securities
New York
-$205K -3,275 Closed
CPIA
879
Cornell Pochily Investment Advisors
New York
-$202K -3,226 Closed
ER
880
Enlightenment Research
Florida
-$200K -3,200 Closed
EDRH
881
Edmond de Rothschild Holding
Switzerland
-$191K -3,053 Closed
OPS
882
Orion Portfolio Solutions
Nebraska
-$177K -2,821 Closed
THWM
883
Taylor Hoffman Wealth Management
Virginia
-$148K -2,368 Closed
1W
884
1776 Wealth
Georgia
-$125K -2,000 Closed
BFIM
885
Beese Fulmer Investment Management
Ohio
-$120K -1,925 Closed
C
886
Cerebellum
California
-$127K -1,271 Closed
FC
887
FORA Capital
Florida
-$67K -1,064 Closed
CWM
888
Campbell Wealth Management
Virginia
-$61K -975 Closed
PP
889
Pacifica Partners
Canada
-$43K -700 Closed
AS
890
Altshuler Shaham
Israel
-$27K -428 Closed
KPW
891
Kore Private Wealth
New York
-$26K -422 Closed
EWP
892
Engrave Wealth Partners
Texas
-$23K -382 Closed
PCTC
893
Perkins Coie Trust Company
Washington
-$20K -323 Closed
RDWM
894
Red Door Wealth Management
Tennessee
-$19K -306 Closed
HIIFS
895
Harel Insurance Investments & Financial Services
Israel
-$15K -243 Closed
BL
896
Balentine LLC
Georgia
-$13K -214 Closed
PFSC
897
Peoples Financial Services Corp
Pennsylvania
-$13K -200 Closed
KFS
898
Kelly Financial Services
Massachusetts
-$11.3K -181 Closed
Loomis, Sayles & Company
899
Loomis, Sayles & Company
Massachusetts
-$11K -180 Closed
PWP
900
Principle Wealth Partners
Connecticut
-$11K -175 Closed

COF Hedge Fund Activity: Q3 2020 in Review

817 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2020, worth a combined $29.7B — up 17% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COF and 79 opened new positions — a net loss of 22 holders — while 365 trimmed existing stakes and 240 added.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $263M. The largest seller was Capital World Investors, cutting an estimated $200M.

  • 817 institutional investors held Capital One (COF) as of Q3 2020, down from 845 in Q2 2020.
  • Funds reported $29.7B of Capital One stock for Q3 2020, up 17% quarter-over-quarter.
  • 79 funds opened new Capital One positions in Q3 2020 and 101 closed out, a net change of -22 holders.
  • The largest Capital One buyer in Q3 2020 was Eagle Capital Management (New York), an estimated $263M added.
  • The largest Capital One seller in Q3 2020 was Capital World Investors, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2020.