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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 %
CFD
1076
Creative Financial Designs
Indiana
$11.3K -$298 -2 -3%
AEPWM
1077
Atlantic Edge Private Wealth Management
Florida
$11.2K – – –
IWP
1078
IAG Wealth Partners
Wisconsin
$11.2K – – –
GA
1079
GoalVest Advisory
New York
$11.2K +$11.2K +75 New
RFG
1080
RFP Financial Group
Georgia
$11K +$9.68K +65 +722%
AT
1081
Arlington Trust
Alabama
$10.9K -$1.64K -11 -13%
BAM
1082
Byrne Asset Management
New Jersey
$10.9K – – –
DWM
1083
Dogwood Wealth Management
Kansas
$10.5K +$148 +1 +1%
EC
1084
EntryPoint Capital
New York
$10.4K -$25.3K -170 -71%
WWP
1085
WR Wealth Planners
Missouri
$10.4K +$10.4K +70 New
Kayne Anderson Rudnick Investment Management
1086
Kayne Anderson Rudnick Investment Management
California
$10.2K – – –
TC
1087
Tacita Capital
Ontario, Canada
$9.68K -$8.19K -55 -46%
PMFA
1088
Plante Moran Financial Advisors
Michigan
$9.68K +$5.81K +39 +150%
AA
1089
Ancora Advisors
Ohio
$9.53K +$9.53K +64 New
SIC
1090
SJS Investment Consulting
Ohio
$9.23K +$447 +3 +5%
CMP
1091
Coston McIsaac & Partners
Maine
$9K – – –
MFT
1092
Moisand Fitzgerald Tamayo
Florida
$8.93K – – –
CAM
1093
ClariVest Asset Management
California
$8.89K +$2.82K +19 +46%
VCM
1094
Versant Capital Management
Arizona
$8.79K -$69.2K -465 -89%
AA
1095
Addison Advisors
Vermont
$8.64K +$8.64K +58 New
WTA
1096
Washington Trust Advisors
Massachusetts
$8.19K +$298 +2 +4%
CSC
1097
Caldwell Sutter Capital
California
$7.74K – – –
PA
1098
PSI Advisors
Florida
$7.45K – – –
NFSG
1099
Newbridge Financial Services Group
Florida
$7.3K -$368K -2,471 -98%
WBC
1100
West Branch Capital
Massachusetts
$7.3K -$5.96K -40 -45%
42 43
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