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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
951
Golden State Equity Partners
California
$211K +$211K +1,527 New
NW
952
NewEdge Wealth
Pennsylvania
$211K -$50.5K -365 -19%
DBRC
953
D.B. Root & Company
Pennsylvania
$209K +$209K +1,507 New
TTWM
954
TCV Trust & Wealth Management
Virginia
$209K – – –
GCA
955
Guardian Capital Advisors
Ontario, Canada
$208K – – –
HAS
956
HBW Advisory Services
California
$208K -$6.65K -48 -3%
HCA
957
Hyperion Capital Advisors
New York
$208K – – –
KIA
958
Knollwood Investment Advisory
Maryland
$208K +$208K +1,499 New
LIA
959
LS Investment Advisors
Michigan
$207K – – –
PI
960
PFG Investments
New York
$207K -$15.4K -111 -7%
DA
961
Dillon & Associates
Michigan
$207K – – –
PGAM
962
Princeton Global Asset Management
New Jersey
$207K – – –
TPWA
963
Twin Peaks Wealth Advisors
California
$206K +$206K +1,490 New
CCG
964
Catalina Capital Group
California
$206K +$206K +1,488 New
LTAS
965
Linden Thomas Advisory Services
North Carolina
$206K +$7.2K +52 +4%
MHR
966
Matthew Hamilton Rosenberg
$205K – – –
Luther King Capital Management (LKCM)
967
Luther King Capital Management (LKCM)
Texas
$205K +$205K +1,483 New
HPIA
968
Hamilton Point Investment Advisors
North Carolina
$205K – – –
GC
969
Gratus Capital
Georgia
$204K +$5.54K +40 +3%
BSW
970
Buckingham Strategic Wealth
Missouri
$204K -$4.57K -33 -2%
MA
971
MONECO Advisors
Connecticut
$203K +$969 +7 +0.5%
PCM
972
Passive Capital Management
Maryland
$202K +$202K +1,462 New
LAM
973
L2 Asset Management
Massachusetts
$201K +$201K +1,450 New
WT
974
Washington Trust
Rhode Island
$200K +$138 +1 +0.1%
CFG
975
CKW Financial Group
Hawaii
$192K – – –
37 38
39
40 41