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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 %
FIM
926
Freedom Investment Management
Connecticut
$221K +$221K +1,426 New
JIR
927
James Investment Research
Ohio
$220K
MHR
928
Matthew Hamilton Rosenberg
$219K
DFCM
929
Dark Forest Capital Management
Puerto Rico
$219K +$219K +1,413 New
ICM
930
IMS Capital Management
Oregon
$219K +$219K +1,415 New
LFA
931
Legacy Financial Advisors
Kentucky
$219K +$219K +1,418 New
IIC
932
Integrated Investment Consultants
Michigan
$217K -$54.8K -355 -20%
EI
933
Ellevest Inc
New York
$217K +$51.7K +335 +31%
XWM
934
Xcel Wealth Management
Florida
$217K +$217K +1,400 New
BCA
935
Berman Capital Advisors
Georgia
$215K +$69.5K +453 +48%
MS
936
Maven Securities
Jersey
$212K -$145K -938 -41%
PCMC
937
Paragon Capital Management (Colorado)
Colorado
$212K +$212K +1,370 New
WFI
938
West Family Investments
California
$212K +$212K +1,373 New
NB
939
NBT Bank
New York
$210K +$210K +1,355 New
MSFS
940
Main Street Financial Solutions
Pennsylvania
$210K +$210K +1,356 New
WANY
941
Wealthspire Advisors (New York)
New York
$209K -$751K -4,841 -78%
HPIA
942
Hamilton Point Investment Advisors
North Carolina
$209K +$209K +1,350 New
ET
943
Equitable Trust
Tennessee
$209K +$209K +1,352 New
AIC
944
Ameritas Investment Company
Nebraska
$207K -$34.9K -143 -14%
ST
945
Smithfield Trust
Pennsylvania
$207K
PWPS
946
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +1,327 New
SVWAG
947
Sound View Wealth Advisors Group
Georgia
$206K +$206K +1,329 New
FFS
948
Founders Financial Securities
Maryland
$205K +$205K +1,323 New
BSW
949
Buckingham Strategic Wealth
Missouri
$205K +$205K +1,327 New
MGIA
950
Moneta Group Investment Advisors
Missouri
$204K +$204K +1,319 New