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Capital One

845 hedge funds and large institutions have $25.5B invested in Capital One in 2020 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 386 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

23% more capital invested

Capital invested by funds: $20.7B → $25.5B (+$4.74B)

7% more call options, than puts

Call options by funds: $493M | Put options by funds: $459M

0.4% less ownership

Funds ownership: 89.86%89.46% (-0.4%)

3% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 101

1% less funds holding

Funds holding: 856845 (-11)

35% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 386

Holders
845
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
17.33%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
98
Increased
252
Reduced
386
Closed
101
Calls
$493M
Puts
$459M
Net Calls
+$34.2M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
926
Clean Yield Group
Vermont
-$11K -222 Closed
WFMPM
927
Woodley Farra Manion Portfolio Management
Indiana
-$11K -211 Closed
BWA
928
Burt Wealth Advisors
Maryland
-$10K -200 Closed
TF
929
Tompkins Financial
New York
-$10K -200 Closed
BII
930
Bainco International Investors
Massachusetts
-$9K -173 Closed
DWM
931
Darwin Wealth Management
Florida
-$8K -170 Closed
VEA
932
Virtus ETF Advisers
New York
-$8K -156 Closed
WQ
933
Wealth Quarterback
New Jersey
-$5.11K -101 Closed
RCA
934
Ranch Capital Advisors
Florida
-$5K -100 Closed
LSA
935
Lion Street Advisors
Texas
-$3K -67 Closed
WCM
936
Wealthcare Capital Management
Virginia
-$3K -59 Closed
CFFP
937
Center for Financial Planning
Michigan
-$3K -53 Closed
CAN
938
Claraphi Advisory Network
United States
-$2K -45 Closed
ME
939
McIlrath & Eck
Washington
-$2K -34 Closed
FA
940
Forefront Analytics
Pennsylvania
-$709 -14 Closed
LWM
941
Liberty Wealth Management
California
-$1K -13 Closed
Capital International Investors
942
Capital International Investors
California
-$1K -10 Closed
CP
943
Corbenic Partners
Pennsylvania
-$1K -10 Closed
MIFH
944
Migdal Insurance & Financial Holdings
Israel
-$623 -10 -63%

COF Hedge Fund Activity: Q2 2020 in Review

845 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2020, worth a combined $25.5B — up 23% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COF and 98 opened new positions — a net loss of 3 holders — while 386 trimmed existing stakes and 252 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $640M. The largest seller was Capital World Investors, cutting an estimated $285M.

  • 845 institutional investors held Capital One (COF) as of Q2 2020, down from 856 in Q1 2020.
  • Funds reported $25.5B of Capital One stock for Q2 2020, up 23% quarter-over-quarter.
  • 98 funds opened new Capital One positions in Q2 2020 and 101 closed out, a net change of -3 holders.
  • The largest Capital One buyer in Q2 2020 was Lone Pine Capital, an estimated $640M added.
  • The largest Capital One seller in Q2 2020 was Capital World Investors, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2020.