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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 %
MCCP
901
Mission Creek Capital Partners
California
$235K -$96.8K -650 -29%
PPWM
902
Paragon Private Wealth Management
Kentucky
$234K +$234K +1,572 New
MMHP
903
Murphy Middleton Hinkle & Parker
Georgia
$234K – – –
EWA
904
Exencial Wealth Advisors
Oklahoma
$234K +$234K +1,569 New
SMA
905
Seven Mile Advisory
New Jersey
$232K +$2.53K +17 +1%
AWA
906
Arkadios Wealth Advisors
Georgia
$232K -$47.4K -318 -17%
FTIS
907
First Trust Investment Solutions
Florida
$230K +$230K +1,544 New
WA
908
Wealth Alliance
New York
$230K +$230K +1,543 New
CRIG
909
Charter Research & Investment Group
Connecticut
$228K – – –
ICM
910
IMS Capital Management
Oregon
$228K +$228K +1,530 New
SF
911
Summit Financial
New Jersey
$227K +$227K +1,522 New
MSR
912
Main Street Research
Connecticut
$226K +$226K +1,519 New
TTWM
913
TCV Trust & Wealth Management
Virginia
$224K +$224K +1,506 New
BSW
914
Buckingham Strategic Wealth
Missouri
$224K +$224K +1,505 New
DA
915
Dillon & Associates
Michigan
$224K +$224K +1,500 New
LF
916
LifePlan Financial
Minnesota
$224K -$6.4K -43 -3%
HCA
917
Hyperion Capital Advisors
New York
$223K +$223K +1,501 New
FFP
918
FourThought Financial Partners
Florida
$223K +$223K +1,500 New
LIA
919
LS Investment Advisors
Michigan
$223K +$223K +1,496 New
PGAM
920
Princeton Global Asset Management
New Jersey
$223K -$4.76K -32 -2%
HPIA
921
Hamilton Point Investment Advisors
North Carolina
$220K +$220K +1,478 New
RFS
922
Richardson Financial Services
Massachusetts
$219K +$219K +1,470 New
MA
923
MONECO Advisors
Connecticut
$218K +$218K +1,461 New
WT
924
Washington Trust
Rhode Island
$215K -$149 -1 -0.1%
PTC
925
Private Trust Company
Ohio
$215K -$337K -2,265 -61%
35 36
37
38 39