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Capital One
COF

Overview Fund Activity

1,011 hedge funds and large institutions have $52.2B invested in Capital One in 2021 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 322 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+92
Holders Change %
+10.01%
% of All Funds
17.8%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
177
Increased
322
Reduced
367
Closed
79
Calls
$433M
Puts
$382M
Net Calls
+$51.1M
Net Calls Change
+$194M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$391M
2
BlackRock
BlackRock
New York
$4.56B
3
Aristotle Capital Management
Aristotle Capital Management
California
$1.26B
4
UBS AM
UBS AM
Illinois
$467M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.8B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$5.41B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$318M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
4
PC
PointState Capital
New York
$7.05M
5
Citadel Advisors
Citadel Advisors
Florida
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
1051
Beacon Pointe Advisors
California
– -$259K -2,625 Closed
GCP
1052
GSA Capital Partners
United Kingdom
– -$242K -2,450 Closed
Massachusetts Financial Services
1053
Massachusetts Financial Services
Massachusetts
– -$239K -2,414 Closed
PAMP
1054
Polar Asset Management Partners
Ontario, Canada
– -$204K -2,062 Closed
PR
1055
Payden & Rygel
California
– -$195K -1,969 Closed
NWA
1056
Navis Wealth Advisors
New York
– -$148K -1,500 Closed
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
– -$127K -1,284 Closed
DWM
1058
Defined Wealth Management
Oregon
– -$89K -900 Closed
PWM
1059
Perigon Wealth Management
California
– -$86K -865 Closed
CWM
1060
Curi Wealth Management
North Carolina
– -$56K -576 Closed
OIM
1061
Oder Investment Management
California
– -$42K -424 Closed
AWG
1062
Altus Wealth Group
Colorado
– -$41K -415 Closed
SFG
1063
Sowa Financial Group
Rhode Island
– -$40K -400 Closed
RPWA
1064
Regent Peak Wealth Advisors
Georgia
– -$30K -308 Closed
KC
1065
Kinloch Capital
Virginia
– -$25K -250 Closed
CCA
1066
Childress Capital Advisors
Texas
– -$21K -215 Closed
BWL
1067
Bogart Wealth LLC
Virginia
– -$18K -185 Closed
EA
1068
Elm Advisors
California
– -$15K -150 Closed
FWM
1069
ForthRight Wealth Management
Georgia
– -$14K -146 Closed
CAAS
1070
Capital Asset Advisory Services
Michigan
– -$12K -124 Closed
DI
1071
Disciplined Investments
Oklahoma
– -$11K -107 Closed
DSC
1072
Duncker Streett & Co
Missouri
– -$10K -100 Closed
TAM
1073
Tucker Asset Management
Colorado
– -$9.19K -93 Closed
FPFS
1074
First Personal Financial Services
North Carolina
– -$9K -92 Closed
SIM
1075
Sonora Investment Management
Arizona
– -$9K -87 Closed
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