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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 %
EA
1001
Evolution Advisers
Virginia
$65K -$45.7K -303 -41%
CWP
1002
Concord Wealth Partners
Virginia
$62.2K +$8.64K +58 +16%
APW
1003
Acima Private Wealth
Virginia
$59.7K – – –
WIM
1004
Westside Investment Management
California
$59.6K – – –
FCA
1005
FinTrust Capital Advisors
South Carolina
$59.3K – – –
ATC
1006
Adirondack Trust Company
New York
$59.1K +$9.53K +64 +19%
HIIFS
1007
Harel Insurance Investments & Financial Services
Israel
$57K +$57K +385 New
PB
1008
Pinnacle Bancorp
Nebraska
$56.3K – – –
CB
1009
CNB Bank
Pennsylvania
$56.1K +$5.21K +35 +10%
BSB
1010
Bangor Savings Bank
Maine
$55.2K – – –
DAM
1011
Delta Asset Management
Tennessee
$55.1K – – –
VWM
1012
Venturi Wealth Management
Texas
$54.6K +$4.32K +29 +9%
OPTFSNA
1013
Old Point Trust & Financial Services N A
Virginia
$51.2K +$22.9K +154 +81%
FCT
1014
First Community Trust
Iowa
$49.9K – – –
GEA
1015
Glen Eagle Advisors
New Jersey
$49K -$149 -1 -0.3%
AFS
1016
Annapolis Financial Services
Maryland
$46.9K +$149 +1 +0.3%
TFIPS
1017
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.5K – – –
BONH
1018
Bank of New Hampshire
New Hampshire
$41.4K – – –
TIM
1019
Tortoise Investment Management
New York
$40.2K -$149 -1 -0.4%
CAC
1020
Core Alternative Capital
Georgia
$39K -$24.6K -165 -39%
POIA
1021
Pin Oak Investment Advisors
Texas
$39K – – –
CNBTD
1022
Citizens National Bank Trust Department
Mississippi
$38.9K +$38.9K +261 New
GXJ
1023
Global X Japan
Japan
$38K -$7.45K -50 -16%
SIS
1024
Sound Income Strategies
Florida
$37.5K -$2.08K -14 -5%
CG
1025
Cutler Group
California
$37K -$1.74M -11,817 -98%
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