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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 %
HFM
976
Harvest Fund Management
China
$190K -$3.46K -25 -2%
TPCW
977
TD Private Client Wealth
New York
$189K +$3.46K +25 +2%
ST
978
Smithfield Trust
Pennsylvania
$185K – – –
MA
979
MCF Advisors
Kentucky
$182K – – –
DMBA
980
Deseret Mutual Benefit Administrators
Utah
$180K -$13.8K -100 -7%
FMP
981
Financial Management Professionals
Texas
$179K +$105K +762 +143%
HWA
982
Heritage Wealth Advisors
Virginia
$178K – – –
PBK
983
Peoples Bank (Kansas)
Kansas
$172K – – –
CP
984
Camelot Portfolios
Ohio
$166K +$166K +1,200 New
A
985
Allianz
Germany
$159K – – –
EBA
986
Eagle Bay Advisors
New York
$158K +$135K +978 +607%
DF
987
Dunhill Financial
United Kingdom
$157K +$41.9K +303 +37%
AA
988
Alta Advisers
United Kingdom
$152K – – –
JWM
989
Janiczek Wealth Management
Colorado
$152K – – –
CH
990
Cromwell Holdings
Wyoming
$152K +$152K +1,095 New
ANBT
991
American National Bank & Trust
Texas
$150K – – –
LFG
992
Larson Financial Group
Missouri
$149K +$1.66K +12 +1%
TCG
993
Transcendent Capital Group
Oklahoma
$146K -$327K -2,363 -69%
EWM
994
Evermay Wealth Management
Virginia
$144K – – –
IBOK
995
Independence Bank of Kentucky
Kentucky
$142K – – –
SL
996
Salomon & Ludwin
Virginia
$140K -$164K -1,187 -54%
RIL
997
Rothschild Investment LLC
Illinois
$134K +$10.9K +79 +9%
PCWA
998
Pacific Capital Wealth Advisors
California
$132K +$12.3K +89 +10%
BC
999
Barrett & Company
Rhode Island
$128K – – –
TF
1000
Tompkins Financial
New York
$126K – – –
38 39
40
41 42