COF icon

Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
876
Heartwood Wealth Advisors
Virginia
$254K – – –
LCGC
877
Legacy Capital Group California
California
$253K -$3.57K -24 -1%
CW
878
CreativeOne Wealth
Kansas
$253K -$117K -782 -32%
SA
879
SpiderRock Advisors
Delaware
$253K +$253K +1,855 New
PIFP
880
Partners in Financial Planning
Virginia
$251K – – –
GRP
881
Global Retirement Partners
California
$251K +$65.7K +441 +35%
SIM
882
Studio Investment Management
Illinois
$251K +$21.9K +147 +10%
ZCM
883
Ziegler Capital Management
Illinois
$250K -$7.89K -53 -3%
CPIG
884
Chicago Partners Investment Group
Illinois
$250K +$9.91K +67 +4%
SMA
885
Sage Mountain Advisors
Georgia
$249K +$249K +1,672 New
PP
886
PDS Planning
Ohio
$248K +$6.85K +46 +3%
PA
887
Prossimo Advisors
California
$248K +$248K +1,665 New
AAS
888
Asset Allocation Strategies
Michigan
$246K +$246K +1,655 New
CLOS
889
Compagnie Lombard Odier SCmA
Switzerland
$246K – – –
FFO
890
Fiduciary Family Office
Florida
$244K -$22.3K -150 -8%
HP
891
Hilltop Partners
Indiana
$243K +$243K +1,635 New
MCC
892
Money Concepts Capital
Florida
$242K -$17.9K -120 -7%
SEM
893
Strategic Equity Management
Arizona
$242K – – –
CAL
894
Capital Advisors Ltd
Ohio
$240K +$1.04K +7 +0.4%
PI
895
PFG Investments
New York
$239K +$239K +1,606 New
MFIM
896
Mesirow Financial Investment Management
Illinois
$239K -$13.8K -93 -5%
RA
897
Ruggaard & Associates
Ohio
$238K -$1.79K -12 -0.7%
AFA
898
AA Financial Advisors
Ohio
$238K +$238K +1,597 New
BEI
899
Benjamin Edwards Inc
Missouri
$237K +$105K +704 +79%
CCG
900
Cypress Capital Group
Florida
$235K +$3.72K +25 +2%
34 35
36
37 38