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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 %
NWA
1151
New World Advisors
Massachusetts
– -$472K -3,050 Closed
PWM
1152
Palumbo Wealth Management
New York
– -$472K -3,050 Closed
SW
1153
SteelPeak Wealth
California
– -$426K -2,756 Closed
LSAG
1154
Lake Street Advisors Group
New Hampshire
– -$482K -2,722 Closed
AIC
1155
Ayalon Insurance Company
Israel
– -$424K -2,700 Closed
CAI
1156
Capital Advisors Inc
Oklahoma
– -$413K -2,669 Closed
Koshinski Asset Management
1157
Koshinski Asset Management
Illinois
– -$401K -2,592 Closed
SFA
1158
Sequoia Financial Advisors
Ohio
– -$326K -2,108 Closed
MC
1159
Machina Capital
France
– -$325K -2,100 Closed
Cerity Partners
1160
Cerity Partners
New York
– -$325K -2,099 Closed
AIM
1161
Aigen Investment Management
New York
– -$325K -2,098 Closed
AHC
1162
Adell Harriman & Carpenter
Texas
– -$319K -2,065 Closed
TA
1163
Tiedemann Advisors
New York
– -$309K -2,003 Closed
ALAM
1164
Asahi Life Asset Management
Japan
– -$263K -1,700 Closed
BCM
1165
BlueCrest Capital Management
Jersey
– -$263K -1,697 Closed
OIA
1166
OneDigital Investment Advisors
Kansas
– -$251K -1,623 Closed
LOAMS
1167
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$244K -1,577 Closed
FRM
1168
Fox Run Management
Connecticut
– -$242K -1,566 Closed
DFCM
1169
Dark Forest Capital Management
Puerto Rico
– -$219K -1,413 Closed
XWM
1170
Xcel Wealth Management
Florida
– -$217K -1,400 Closed
MS
1171
Maven Securities
Jersey
– -$212K -1,368 Closed
FFS
1172
Founders Financial Securities
Maryland
– -$205K -1,323 Closed
TI
1173
tru Independence
Oregon
– -$156K -1,011 Closed
ACM
1174
Anfield Capital Management
California
– -$156K -1,011 Closed
RDWM
1175
Red Door Wealth Management
Tennessee
– -$139K -905 Closed
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