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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
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
1201
Carnegie Investment Counsel
Ohio
– -$229K -1,743 Closed
MCM
1202
MontVue Capital Management
Virginia
– -$204K -1,554 Closed
VA
1203
Valmark Advisers
Ohio
– -$201K -1,536 Closed
CC
1204
Centiva Capital
New York
– -$164K -1,250 Closed
GWS
1205
Glassman Wealth Services
Virginia
– -$161K -1,229 Closed
TSW
1206
Thompson Siegel & Walmsley
Virginia
– -$108K -825 Closed
SOW
1207
State of Wyoming
Wyoming
– -$105K -802 Closed
PS
1208
Planned Solutions
California
– -$88.5K -675 Closed
FWM
1209
Focused Wealth Management
New York
– -$88.1K -672 Closed
AWM
1210
Able Wealth Management
New Jersey
– -$78.7K -600 Closed
TCWA
1211
Turtle Creek Wealth Advisors
Texas
– -$72.5K -553 Closed
RFG
1212
REAP Financial Group
Texas
– -$71.7K -547 Closed
OP
1213
ORG Partners
Indiana
– -$64.6K -492 Closed
EC
1214
EdgeRock Capital
Colorado
– -$51.6K -378 Closed
RFA
1215
Resurgent Financial Advisors
Georgia
– -$48.8K -372 Closed
HT
1216
Headlands Technologies
Illinois
– -$46.8K -357 Closed
AFIA
1217
America First Investment Advisors
Nebraska
– -$42.7K -326 Closed
NFA
1218
Northwest Financial Advisors
Virginia
– -$40.3K -307 Closed
GGI
1219
Godsey & Gibb Inc
Virginia
– -$39.3K -300 Closed
MFA
1220
McClarren Financial Advisors
Pennsylvania
– -$33K -252 Closed
DAC
1221
Dividend Assets Capital
South Carolina
– -$22K -165 Closed
CFS
1222
CGC Financial Services
Oregon
– -$21K -160 Closed
AP
1223
Advisors Preferred
Maryland
– -$16.4K -124 Closed
LF
1224
Lee Financial
Texas
– -$14K -107 Closed
USB
1225
Union Savings Bank
Connecticut
– -$13.9K -106 Closed
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