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Capital One

1,224 hedge funds and large institutions have $52.1B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 458 increasing their positions, 425 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 88

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

9% more capital invested

Capital invested by funds: $47.9B → $52.1B (+$4.14B)

2% more funds holding

Funds holding: 1,1961,224 (+28)

8% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 425

0.07% more ownership

Funds ownership: 90.9%90.97% (+0.07%)

16% less call options, than puts

Call options by funds: $750M | Put options by funds: $889M

Holders
1,224
Holders Change
+28
Holders Change %
+2.34%
% of All Funds
17.57%
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
458
Reduced
425
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
926
Pinion Investment Advisors
Kansas
$243K +$11.7K +82 +5%
DWS
927
Dynamic Wealth Strategies
California
$243K -$20.6K -145 -8%
SFA
928
Spectrum Financial Alliance
Kentucky
$242K -$3.62M -25,424 -94%
NICM
929
Neo Ivy Capital Management
New York
$242K +$230K +1,612 New
WF
930
WoodTrust Financial
Wisconsin
$241K
CCG
931
Catalina Capital Group
California
$241K +$17.2K +121 +8%
UF
932
Univest Financial
Pennsylvania
$241K +$229K +1,607 New
CCG
933
Cypress Capital Group
Florida
$240K +$4.13K +29 +2%
MFIM
934
Mesirow Financial Investment Management
Illinois
$240K +$854 +6 +0.4%
RA
935
Ruggaard & Associates
Ohio
$240K
FFO
936
Fiduciary Family Office
Florida
$239K
MMPW
937
Mitchell McLeod Pugh & Williams
Alabama
$239K +$227K +1,595 New
ACP
938
Aveo Capital Partners
Colorado
$238K +$227K +1,591 New
TA
939
TruWealth Advisors
Louisiana
$238K -$57K -400 -20%
LTAS
940
Linden Thomas Advisory Services
North Carolina
$238K +$14.5K +102 +7%
SMA
941
Seven Mile Advisory
New Jersey
$237K +$570 +4 +0.3%
BL
942
Balentine LLC
Georgia
$237K +$712 +5 +0.3%
Luther King Capital Management (LKCM)
943
Luther King Capital Management (LKCM)
Texas
$237K +$14.4K +101 +7%
NAS
944
Nicolet Advisory Services
Wisconsin
$236K +$232K +1,626 New
EWA
945
EverSource Wealth Advisors
Alabama
$236K +$129K +909 +136%
RFA
946
Resurgent Financial Advisors
Georgia
$233K +$222K +1,556 New
UAS
947
United Asset Strategies
New York
$233K -$63.5K -446 -22%
BCP
948
Blackhawk Capital Partners
Wisconsin
$231K +$219K +1,540 New
BI
949
Beckerman Institutional
New Jersey
$230K +$218K +1,534 New
MG
950
Marex Group
$230K -$264K -1,853 -55%

COF Hedge Fund Activity: Q3 2024 in Review

1,224 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2024, worth a combined $52.1B — up 8.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new COF positions and 88 closed out — a net gain of 43 holders — while 458 added to existing stakes and 425 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was Capital World Investors, cutting an estimated $385M.

  • 1,224 institutional investors held Capital One (COF) as of Q3 2024, up from 1,196 in Q2 2024.
  • Funds reported $52.1B of Capital One stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 131 funds opened new Capital One positions in Q3 2024 and 88 closed out, a net change of +43 holders.
  • The largest Capital One buyer in Q3 2024 was Citadel Advisors, an estimated $228M added.
  • The largest Capital One seller in Q3 2024 was Capital World Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2024.