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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 %
TCM
1126
TruNorth Capital Management
Michigan
$3.28K +$3.28K +22 New
GFL
1127
Granite FO LLC
New Hampshire
$3.17K +$3.17K +22 New
LF
1128
LifeSteps Financial
California
$3.13K +$3.13K +21 New
HI
1129
Hoey Investments
Pennsylvania
$2.98K – – –
NSIM
1130
North Star Investment Management
Illinois
$2.83K – – –
RTL
1131
Red Tortoise LLC
Georgia
$2.83K – – –
RS
1132
Rakuten Securities
Japan
$2.08K +$595 +4 +40%
HBW
1133
Hazlett, Burt & Watson
West Virginia
$2K – – –
ECM
1134
Everence Capital Management
Indiana
$1.92K – – –
WIA
1135
Wetzel Investment Advisors
Indiana
$1.84K -$5.24K -37 -74%
M
1136
MOTCO
Texas
$1.79K – – –
TAM
1137
Tucker Asset Management
Colorado
$1.79K – – –
BHWM
1138
Beaird Harris Wealth Management
Texas
$1.79K – – –
AAP
1139
Arax Advisory Partners
Colorado
$1.5K – – –
IRC
1140
Investors Research Corp
Georgia
$1.49K – – –
APC
1141
Aspire Private Capital
North Carolina
$1.42K +$142 +1 +11%
CTWM
1142
Cherry Tree Wealth Management
Minnesota
$1.12K – – –
NL
1143
NVWM LLC
Pennsylvania
$1.04K +$1.04K +7 New
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$894 – – –
CTA
1145
Colonial Trust Advisors
South Carolina
$893 – – –
JPWM
1146
Jamison Private Wealth Management
Georgia
$745 +$745 +5 New
NC
1147
NewSquare Capital
Pennsylvania
$641 – – –
DWA
1148
Delos Wealth Advisors
Texas
$596 -$298 -2 -33%
CPG
1149
Cornerstone Planning Group
New Jersey
$570 – – –
HWP
1150
Highline Wealth Partners
California
$304 – – –
44 45
46
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