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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 %
PWG
926
Portside Wealth Group
Utah
$214K -$17.9K -120 -8%
EFG
927
Ethos Financial Group
Pennsylvania
$214K +$214K +1,434 New
MHR
928
Matthew Hamilton Rosenberg
$214K – – –
LTAS
929
Linden Thomas Advisory Services
North Carolina
$214K -$19.2K -129 -8%
MCM
930
Marathon Capital Management
Maryland
$214K +$214K +1,434 New
GC
931
Gratus Capital
Georgia
$213K +$213K +1,434 New
ECG
932
Edge Capital Group
Georgia
$213K +$213K +1,433 New
SIA
933
Schechter Investment Advisors
Michigan
$210K +$210K +1,408 New
A
934
AJOVista
Massachusetts
$209K – – –
RW
935
RVW Wealth
California
$209K +$209K +1,404 New
DMBA
936
Deseret Mutual Benefit Administrators
Utah
$209K – – –
GCA
937
Guardian Capital Advisors
Ontario, Canada
$209K -$58.1K -425 -22%
P
938
&Partners
Tennessee
$208K +$208K +1,398 New
HFM
939
Harvest Fund Management
China
$208K +$86.6K +582 +71%
KI
940
Keystone Investors
Singapore
$207K +$207K +1,392 New
ACL
941
Applied Capital LLC
Florida
$205K +$205K +1,379 New
GCM
942
Gallacher Capital Management
Colorado
$205K -$97.7K -656 -32%
AM
943
AGF Management
Ontario, Canada
$205K -$949K -6,377 -82%
HAS
944
HBW Advisory Services
California
$203K – – –
VC
945
Vicus Capital
Pennsylvania
$203K +$203K +1,361 New
EFS
946
Essex Financial Services
Connecticut
$202K +$202K +1,355 New
ST
947
Smithfield Trust
Pennsylvania
$200K – – –
CFG
948
CKW Financial Group
Hawaii
$200K – – –
TPCW
949
TD Private Client Wealth
New York
$200K +$114K +769 +134%
MA
950
MCF Advisors
Kentucky
$195K -$123K -825 -39%
36 37
38
39 40