Capital One
COF
740 hedge funds and large institutions have $39.1B invested in Capital One in 2013 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 256 increasing their positions, 280 reducing their positions, and 40 closing their positions.
165% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 40
9% more funds holding
Funds holding: 679 → 740 (+61)
9% more capital invested
Capital invested by funds: $35.9B → $39.1B (+$3.2B)
7% more funds holding in top 10
Funds holding in top 10: 30 → 32 (+2)
0.69% less ownership
Funds ownership: 89.24% → 88.55% (-0.69%)
1% less call options, than puts
Call options by funds: $363M | Put options by funds: $366M
9% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$249M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$156M |
| 3 |
MCM
Moore Capital Management
New York
|
+$111M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$85.4M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$502M |
| 2 |
JP Morgan Chase
New York
|
-$249M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$223M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$217M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$200M |
COF Hedge Fund Activity: Q4 2013 in Review
740 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2013, worth a combined $39.1B — up 8.9% from $35.9B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new COF positions and 40 closed out — a net gain of 66 holders — while 256 added to existing stakes and 280 trimmed.
The largest buyer was AJO LP, adding an estimated $249M. The largest seller was T. Rowe Price Associates, cutting an estimated $502M.
- 740 institutional investors held Capital One (COF) as of Q4 2013, up from 679 in Q3 2013.
- Funds reported $39.1B of Capital One stock for Q4 2013, up 8.9% quarter-over-quarter.
- 106 funds opened new Capital One positions in Q4 2013 and 40 closed out, a net change of +66 holders.
- The largest Capital One buyer in Q4 2013 was AJO LP, an estimated $249M added.
- The largest Capital One seller in Q4 2013 was T. Rowe Price Associates, an estimated $502M sold.
Based on aggregated 13F filings for Q4 2013.