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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
$3.15B
2
Franklin Resources
Franklin Resources
California
$1.02B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$876M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$259M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$525M
2
Harris Associates
Harris Associates
Illinois
$2.4B
3
Capital World Investors
Capital World Investors
California
$1.85B
4
DSA
Davis Selected Advisers
Arizona
$1.44B
5
Goldman Sachs
Goldman Sachs
New York
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
UOTTAIMCU
1051
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20.2K – – –
FCMT
1052
Founders Capital Management (Texas)
Texas
$19.7K – – –
IGWM
1053
ICA Group Wealth Management
Colorado
$19.5K +$2.53K +17 +15%
SN
1054
Sittner & Nelson
Oregon
$19.1K – – –
JWA
1055
JFS Wealth Advisors
Pennsylvania
$18.8K -$2.83K -19 -13%
HWA
1056
HHM Wealth Advisors
Tennessee
$18.6K – – –
CCM
1057
Chilton Capital Management
Texas
$18.6K +$18.6K +125 New
BIA
1058
Bell Investment Advisors
California
$18.3K – – –
PCFFS
1059
Pacific Center for Financial Services
California
$16.5K +$1.64K +11 +11%
LB
1060
Legacy Bridge
Iowa
$16.4K – – –
FFA
1061
Frazier Financial Advisors
Ohio
$16.2K +$7.45K +50 +85%
GCM
1062
Gables Capital Management
Florida
$16.2K – – –
CAL
1063
Capital Analysts LLC
Pennsylvania
$16K – – –
FGAM
1064
Financial Gravity Asset Management
Texas
$15.7K -$138K -988 -90%
KSWA
1065
Kathleen S. Wright Associates
Pennsylvania
$15.2K – – –
SC
1066
Stephens Consulting
Michigan
$15K – – –
LCM
1067
Logan Capital Management
Pennsylvania
$14.9K – – –
EWP
1068
Elevation Wealth Partners
California
$14.3K +$14.3K +96 New
S
1069
Sachetta
Massachusetts
$14.3K – – –
GIS
1070
Grayhawk Investment Strategies
Alberta, Canada
$13.8K – – –
AWM
1071
Abound Wealth Management
Tennessee
$13.8K +$449 +3 +3%
SWA
1072
SOA Wealth Advisors
New York
$13.7K – – –
CB
1073
Centennial Bank
Arkansas
$13.3K – – –
VWA
1074
Valued Wealth Advisors
Utah
$12.5K +$7.89K +53 +171%
NECFA
1075
New England Capital Financial Advisors
Connecticut
$11.7K +$10.4K +70 +778%
41 42
43
44 45