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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 %
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$36.9K – – –
CHA
1027
Carmichael Hill & Associates
Maryland
$34.1K -$4.32K -29 -11%
ZB
1028
Zions Bancorporation
Utah
$33.6K -$6.55K -44 -16%
MCM
1029
MV Capital Management
Maryland
$33.1K -$18.2K -122 -35%
CMA
1030
Cedar Mountain Advisors
Oregon
$32.6K -$6.7K -45 -17%
RA
1031
Rise Advisors
New York
$32.6K +$32.6K +219 New
CPA
1032
Clear Point Advisors
New York
$32.1K +$149 +1 +0.5%
HGERS
1033
Householder Group Estate & Retirement Specialist
Arizona
$31.4K – – –
ME
1034
McIlrath & Eck
Washington
$30.2K – – –
W
1035
WealthCollab
Washington
$29.8K – – –
RCM
1036
Raleigh Capital Management
North Carolina
$28.7K +$17.2K +116 +151%
CJ
1037
Caitlin John
Michigan
$27K – – –
OA
1038
Operose Advisors
Wisconsin
$26.8K – – –
SVCP
1039
Silicon Valley Capital Partners
California
$25.3K +$25.3K +170 New
BWAM
1040
Boyd Watterson Asset Management
Ohio
$25.2K – – –
LI
1041
LRI Investments
Florida
$25K +$25K +168 New
GKIM
1042
GW&K Investment Management
Massachusetts
$25K -$2.84K -19 -10%
RAM
1043
Ramirez Asset Management
New York
$24.7K – – –
CT
1044
Cambridge Trust
Massachusetts
$24.6K – – –
EBA
1045
Eagle Bay Advisors
New York
$23.9K +$8.77K +59 +58%
PWMG
1046
Private Wealth Management Group
New Jersey
$23.5K – – –
HCP
1047
Hexagon Capital Partners
Arkansas
$22.9K -$893 -6 -4%
CIA
1048
Cape Investment Advisory
Georgia
$22.8K -$893 -6 -4%
FUBT
1049
First United Bank & Trust
Maryland
$22.6K – – –
WOC
1050
West Oak Capital
California
$22K – – –
40 41
42
43 44