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Capital One
COF

Overview Fund Activity

1,011 hedge funds and large institutions have $52.2B invested in Capital One in 2021 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 322 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+92
Holders Change %
+10.01%
% of All Funds
17.8%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
177
Increased
322
Reduced
367
Closed
79
Calls
$433M
Puts
$382M
Net Calls
+$51.1M
Net Calls Change
+$194M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$391M
2
BlackRock
BlackRock
New York
+$317M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$295M
4
UBS AM
UBS AM
Illinois
+$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$960M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$561M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
4
PC
PointState Capital
New York
-$207M
5
Citadel Advisors
Citadel Advisors
Florida
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
951
Sage Financial Management Group
Virginia
$15K +$15K +116 New
LFG
952
Larson Financial Group
Missouri
$14K -$6.81K -53 -33%
GCM
953
Gables Capital Management
Florida
$14K – – –
LB
954
Legacy Bridge
Iowa
$14K – – –
FPS
955
Fieldpoint Private Securities
Connecticut
$14K – – –
IWP
956
IAG Wealth Partners
Wisconsin
$14K – – –
HR
957
Howe & Rusling
New York
$14K +$7.19K +58 +105%
MWP
958
Meridian Wealth Partners
Pennsylvania
$14K +$14K +104 New
PCFFS
959
Pacific Center for Financial Services
California
$13K – – –
RMC
960
Resources Management Corp
Connecticut
$13K – – –
CAC
961
Certified Advisory Corp
Florida
$13K +$13K +99 New
LCM
962
Logan Capital Management
Pennsylvania
$13K +$13K +100 New
FRA
963
Front Row Advisors
California
$13K +$13K +106 New
CB
964
Community Bank
New York
$12K -$7.44K -57 -38%
BWM
965
Baystate Wealth Management
Massachusetts
$12K +$129 +1 +1%
SIS
966
Sound Income Strategies
Florida
$12K – – –
AWMS
967
Advocacy Wealth Management Services
Georgia
$11K -$6.2K -49 -36%
BFC
968
Bedel Financial Consulting
Indiana
$11K – – –
ATC
969
Adirondack Trust Company
New York
$11K – – –
OC
970
Oakworth Capital
Alabama
$11K – – –
JMF
971
Johnson Midwest Financial
Iowa
$11K – – –
SIAP
972
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$10K +75 New
GA
973
GoalVest Advisory
New York
$10K +$10K +79 New
RIM
974
Rockbridge Investment Management
New York
$9K -$20.1K -150 -69%
CAL
975
Capital Advisors Ltd
Ohio
$9K – – –
37 38
39
40 41