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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 %
HWA
951
Heritage Wealth Advisors
Virginia
$191K – – –
PBK
952
Peoples Bank (Kansas)
Kansas
$185K – – –
GM
953
GeoWealth Management
Illinois
$180K +$180K +1,208 New
A
954
Allianz
Germany
$171K +$171K +1,150 New
BTI
955
Blue Trust Inc
Georgia
$166K -$13.4K -90 -7%
AA
956
Alta Advisers
United Kingdom
$164K – – –
JWM
957
Janiczek Wealth Management
Colorado
$163K – – –
ANBT
958
American National Bank & Trust
Texas
$161K -$1.49K -10 -0.9%
LFG
959
Larson Financial Group
Missouri
$158K +$79.6K +535 +101%
EWM
960
Evermay Wealth Management
Virginia
$155K -$15.5K -104 -9%
IBOK
961
Independence Bank of Kentucky
Kentucky
$153K -$3.72K -25 -2%
SS
962
Sunbelt Securities
Texas
$147K +$146K +981 +24,525%
BC
963
Barrett & Company
Rhode Island
$138K – – –
TF
964
Tompkins Financial
New York
$136K – – –
CA
965
CoreCap Advisors
Michigan
$135K +$135K +910 New
LTI
966
Laffer Tengler Investments
Tennessee
$133K – – –
RIL
967
Rothschild Investment LLC
Illinois
$133K +$31.3K +210 +31%
GBT
968
Grove Bank & Trust
Florida
$131K – – –
WPA
969
West Paces Advisors
Georgia
$130K -$744 -5 -0.6%
PCWA
970
Pacific Capital Wealth Advisors
California
$128K – – –
SNB
971
Security National Bank
Nebraska
$127K – – –
DF
972
Dunhill Financial
United Kingdom
$124K -$5.66K -38 -4%
LS
973
Livforsakringsbolaget Skandia
Sweden
$122K – – –
NF
974
Norwood Financial
Pennsylvania
$119K -$55.1K -370 -32%
GIA
975
GHP Investment Advisors
Colorado
$116K +$447 +3 +0.4%
37 38
39
40 41