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Capital One

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
901
Endurance Wealth Management
Rhode Island
$248K
TCWM
902
Total Clarity Wealth Management
Illinois
$248K
SDWMA
903
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K +$248K +1,603 New
CFG
904
CKW Financial Group
Hawaii
$244K -$63K -400 -21%
LOAMS
905
Lombard Odier Asset Management (Switzerland)
Switzerland
$244K +$244K +1,577 New
FRM
906
Fox Run Management
Connecticut
$242K +$242K +1,566 New
MA
907
MUFG Americas
New York
$241K
CCM
908
Covington Capital Management
California
$241K +$7.74K +50 +3%
THWM
909
Taylor Hoffman Wealth Management
Virginia
$238K +$238K +1,540 New
B
910
Brightworth
Georgia
$237K +$237K +1,531 New
CRIG
911
Charter Research & Investment Group
Connecticut
$237K +$237K +1,534 New
MAM
912
Martingale Asset Management
Massachusetts
$236K -$168K -1,081 -42%
UB
913
UMB Bank
Missouri
$234K +$234K +1,516 New
GFP
914
Gryphon Financial Partners
Ohio
$233K -$68.3K -800 -23%
BMCM
915
Bryn Mawr Capital Management
Pennsylvania
$233K +$233K +1,504 New
CCM
916
Check Capital Management
California
$232K +$232K +1,500 New
LIA
917
LS Investment Advisors
Michigan
$231K -$1.81M -11,714 -89%
PGAM
918
Princeton Global Asset Management
New Jersey
$231K
PCM
919
Penserra Capital Management
California
$228K +$20.5K +133 +10%
FCBT
920
First Citizens Bank & Trust
North Carolina
$228K +$228K +1,472 New
HIA
921
Harbor Investment Advisory
Maryland
$226K +$11.2K +72 +5%
LC
922
Lincoln Capital
Nebraska
$226K +$226K +1,459 New
EN1L
923
Engine No 1 LLC
California
$223K +$223K +1,441 New
BFPW
924
BOK Financial Private Wealth
Colorado
$223K +$223K +1,442 New
FNBOO
925
First National Bank of Omaha
Nebraska
$222K