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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
876
Beese Fulmer Investment Management
Ohio
$267K – – –
FBB
877
Fulton Breakefield Broenniman
Maryland
$266K – – –
CPIG
878
Chicago Partners Investment Group
Illinois
$263K +$5.63K +37 +2%
SIM
879
Stratos Investment Management
Ohio
$262K +$11.9K +86 +5%
RBC
880
Romano Brothers & Co
Illinois
$260K -$20.8K -150 -7%
BBW
881
Blue Barn Wealth
Utah
$258K +$277 +2 +0.1%
QC
882
Quent Capital
New York
$257K +$5.26K +38 +2%
SVWAG
883
Sound View Wealth Advisors Group
Georgia
$255K – – –
HW
884
Hancock Whitney
Mississippi
$253K -$203K -1,467 -45%
AGM
885
Alpine Global Management
New York
$251K +$251K +1,811 New
SPC
886
Sigma Planning Corp
Michigan
$250K -$29.6K -214 -11%
SIM
887
Sentry Investment Management
Wisconsin
$250K -$51.3K -370 -17%
PP
888
PDS Planning
Ohio
$250K +$19.1K +138 +8%
LFG
889
Lockerman Financial Group
California
$249K +$249K +1,800 New
MC
890
Mathes Company
New York
$249K -$2.77K -20 -1%
NCFG
891
New Century Financial Group
New Jersey
$248K +$248K +1,794 New
CW
892
CreativeOne Wealth
Kansas
$248K +$12.8K +92 +5%
AC
893
ASB Consultores
Florida
$247K -$288K -2,079 -54%
PCM
894
Penserra Capital Management
California
$247K +$2.35K +17 +1%
WFC
895
Western Financial Corp
California
$246K -$17.7K -128 -7%
CFO
896
CVA Family Office
Colorado
$246K +$3.74K +27 +2%
FIA
897
Foundations Investment Advisors
Arizona
$244K -$1.38K -10 -0.6%
RBFC
898
Roman Butler Fullerton & Co
Missouri
$244K +$410 +3 +0.2%
DWS
899
Dynamic Wealth Strategies
California
$244K -$2.21K -16 -0.9%
HTIM
900
Harbour Trust & Investment Management
Indiana
$244K – – –
34 35
36
37 38