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Capital One

1,093 hedge funds and large institutions have $62.1B invested in Capital One in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 390 increasing their positions, 434 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-18
Holders Change %
-1.62%
% of All Funds
19.2%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
89
Increased
390
Reduced
434
Closed
95
Calls
$588M
Puts
$753M
Net Calls
-$165M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
876
Dillon & Associates
Michigan
$267K
HIA
877
Harbor Investment Advisory
Maryland
$267K +$30.5K +188 +13%
MSFS
878
Main Street Financial Solutions
Pennsylvania
$266K +$46.6K +288 +21%
PCM
879
Penserra Capital Management
California
$265K +$26K +161 +11%
EWM
880
Endurance Wealth Management
Rhode Island
$261K
CFG
881
CKW Financial Group
Hawaii
$258K
FCM
882
Firestone Capital Management
Florida
$257K
WFI
883
West Family Investments
California
$257K +$34.9K +216 +16%
AA
884
Ancora Advisors
Ohio
$257K +$248K +1,533 +2,738%
THWM
885
Taylor Hoffman Wealth Management
Virginia
$256K
FWM
886
Frontier Wealth Management
Missouri
$256K +$256K +1,582 New
AWA
887
Arete Wealth Advisors
Illinois
$254K +$254K +5,116 New
CCM
888
Covington Capital Management
California
$253K +$1.13K +7 +0.4%
LFA
889
Legacy Financial Advisors
Kentucky
$253K +$23K +142 +10%
MA
890
MUFG Americas
New York
$252K
BWP
891
BSW Wealth Partners
Colorado
$250K +$38.5K +238 +18%
SQA
892
Simon Quick Advisors
New Jersey
$249K +$221K +1,367 +781%
CRIG
893
Charter Research & Investment Group
Connecticut
$248K
CAM
894
Campion Asset Management
Virginia
$248K +$248K +1,530 New
B
895
Brightworth
Georgia
$247K
UB
896
UMB Bank
Missouri
$245K -$486 -3 -0.2%
CCM
897
Check Capital Management
California
$243K
PGAM
898
Princeton Global Asset Management
New Jersey
$242K
LIA
899
LS Investment Advisors
Michigan
$242K
IIC
900
Integrated Investment Consultants
Michigan
$242K +$14.7K +91 +6%