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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 %
OPTFSNA
1051
Old Point Trust & Financial Services N A
Virginia
$47.6K – – –
AWM
1052
Avior Wealth Management
Nebraska
$46.8K -$27K -195 -37%
GEA
1053
Glen Eagle Advisors
New Jersey
$45.4K -$138 -1 -0.3%
AFS
1054
Annapolis Financial Services
Maryland
$43.8K +$139 +1 +0.3%
TFIPS
1055
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.2K – – –
AAG
1056
Accordant Advisory Group
Maryland
$41.5K +$41.5K +300 New
VCM
1057
Versant Capital Management
Arizona
$40.2K +$32K +231 +392%
BONH
1058
Bank of New Hampshire
New Hampshire
$38.5K – – –
CAC
1059
Core Alternative Capital
Georgia
$36.3K – – –
CNBTD
1060
Citizens National Bank Trust Department
Mississippi
$36.1K – – –
POIA
1061
Pin Oak Investment Advisors
Texas
$36K – – –
UWS
1062
Unique Wealth Strategies
Illinois
$35.7K +$35.7K +240 New
AAP
1063
Arax Advisory Partners
Colorado
$34.1K +$32.7K +236 +2,360%
CHA
1064
Carmichael Hill & Associates
Maryland
$31.7K – – –
MCM
1065
MV Capital Management
Maryland
$30.6K -$138 -1 -0.5%
RA
1066
Rise Advisors
New York
$30.4K +$138 +1 +0.5%
CMA
1067
Cedar Mountain Advisors
Oregon
$30.3K – – –
BCWM
1068
Bartlett & Co Wealth Management
Ohio
$30.2K -$4.15K -30 -12%
CPA
1069
Clear Point Advisors
New York
$30K +$138 +1 +0.5%
HGERS
1070
Householder Group Estate & Retirement Specialist
Arizona
$29K – – –
HGA
1071
Hobbs Group Advisors
South Carolina
$28.9K +$28.9K +209 New
CAS
1072
Coppell Advisory Solutions
Texas
$28.4K +$28.4K +205 New
ME
1073
McIlrath & Eck
Washington
$28.1K – – –
GKIM
1074
GW&K Investment Management
Massachusetts
$28K +$4.74K +34 +20%
YDMI
1075
Y.D. More Investments
Israel
$28K +$28K +202 New
41 42
43
44 45