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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
926
Catalina Capital Group
California
$241K +$18.1K +121 +8%
UF
927
Univest Financial
Pennsylvania
$241K +$241K +1,607 New
CCG
928
Cypress Capital Group
Florida
$240K +$4.34K +29 +2%
MFIM
929
Mesirow Financial Investment Management
Illinois
$240K +$899 +6 +0.4%
RA
930
Ruggaard & Associates
Ohio
$240K – – –
FFO
931
Fiduciary Family Office
Florida
$239K – – –
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$239K +$239K +1,595 New
ACP
933
Aveo Capital Partners
Colorado
$238K +$238K +1,591 New
TA
934
TruWealth Advisors
Louisiana
$238K -$59.9K -400 -20%
LTAS
935
Linden Thomas Advisory Services
North Carolina
$238K +$15.3K +102 +7%
SMA
936
Seven Mile Advisory
New Jersey
$237K +$599 +4 +0.3%
BL
937
Balentine LLC
Georgia
$237K +$749 +5 +0.3%
Luther King Capital Management (LKCM)
938
Luther King Capital Management (LKCM)
Texas
$237K +$15.1K +101 +7%
NAS
939
Nicolet Advisory Services
Wisconsin
$236K +$236K +1,626 New
EWA
940
EverSource Wealth Advisors
Alabama
$236K +$136K +909 +136%
RFA
941
Resurgent Financial Advisors
Georgia
$233K +$233K +1,556 New
UAS
942
United Asset Strategies
New York
$233K -$66.8K -446 -22%
BCP
943
Blackhawk Capital Partners
Wisconsin
$231K +$231K +1,540 New
BI
944
Beckerman Institutional
New Jersey
$230K +$230K +1,534 New
CRIG
945
Charter Research & Investment Group
Connecticut
$230K – – –
MMHP
946
Murphy Middleton Hinkle & Parker
Georgia
$229K -$5.99K -40 -3%
GM
947
GeoWealth Management
Illinois
$229K -$8.54K -57 -4%
AAS
948
Asset Allocation Strategies
Michigan
$227K -$6.59K -44 -3%
PIFP
949
Partners in Financial Planning
Virginia
$226K -$26.2K -175 -10%
ICM
950
IMS Capital Management
Oregon
$225K – – –
36 37
38
39 40