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Capital One
COF

Overview Fund Activity

1,093 hedge funds and large institutions have $62.1B invested in Capital One in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 390 increasing their positions, 434 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-18
Holders Change %
-1.62%
% of All Funds
19.2%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
89
Increased
390
Reduced
434
Closed
95
Calls
$588M
Puts
$753M
Net Calls
-$165M
Net Calls Change
-$52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$336M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$879M
3
Citadel Advisors
Citadel Advisors
Florida
$280M
4
Fisher Asset Management
Fisher Asset Management
Washington
$801M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.52B
2
Invesco
Invesco
Georgia
$502M
3
DSA
Davis Selected Advisers
Arizona
$1.94B
4
Franklin Resources
Franklin Resources
California
$37.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
1076
CoreFirst Bank & Trust
Kansas
$8K – – –
EWA
1077
Evolution Wealth Advisors
Florida
$7K – – –
BAM
1078
Baldrige Asset Management
Pennsylvania
$6K -$6K -35 -50%
LWM
1079
Liberty Wealth Management
California
$6K – – –
HCP
1080
Hexagon Capital Partners
Arkansas
$6K – – –
AIC
1081
Archer Investment Corporation
Indiana
$5.35K – – –
HI
1082
Hoey Investments
Pennsylvania
$5K – – –
TFM
1083
TFC Financial Management
Massachusetts
$5K – – –
IPW
1084
IronBridge Private Wealth
Texas
$5K – – –
GPA
1085
Guidance Point Advisors
Massachusetts
$5K +$5K +33 New
FFC
1086
First Financial Corp
Indiana
$4K – – –
WLPWM
1087
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
AWM
1088
Avior Wealth Management
Nebraska
$2K – – –
RTL
1089
Red Tortoise LLC
Georgia
$2K +$2K +19 New
LWANC
1090
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
APC
1091
Aspire Private Capital
North Carolina
$1K – – –
PWMG
1092
Prestige Wealth Management Group
New Jersey
$1K – – –
TFGT
1093
TS Financial Group (TSFG)
Illinois
$1K – – –
CWC
1094
Carolinas Wealth Consulting
North Carolina
$1K – – –
BBHC
1095
Brown Brothers Harriman & Co
New York
$312 – – –
WIM
1096
Westside Investment Management
California
$64 – – –
RP
1097
RR Partners
New York
– -$99.6M -643,759 Closed
PWAG
1098
Polaris Wealth Advisory Group
California
– -$44.8M -284,829 Closed
PC
1099
PointState Capital
New York
– -$43.5M -281,400 Closed
Voloridge Investment Management
1100
Voloridge Investment Management
Florida
– -$18.8M -121,500 Closed
42 43
44
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