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Capital One

832 hedge funds and large institutions have $40.8B invested in Capital One in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 319 increasing their positions, 293 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

6% more funds holding

Funds holding: 787832 (+45)

9% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 293

7% more call options, than puts

Call options by funds: $203M | Put options by funds: $190M

0% more capital invested

Capital invested by funds: $40.7B → $40.8B (+$190M)

0.25% more ownership

Funds ownership: 88.41%88.66% (+0.25%)

21% less funds holding in top 10

Funds holding in top 10: 3931 (-8)

Holders
832
Holders Change
+45
Holders Change %
+5.72%
% of All Funds
22.19%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.83%
New
99
Increased
319
Reduced
293
Closed
48
Calls
$203M
Puts
$190M
Net Calls
+$12.9M
Net Calls Change
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.83B +$4.68M +57,491 +0.1%
Capital World Investors
2
Capital World Investors
California
$2.6B
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.38B +$42.7M +524,789 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.34B +$57.7M +709,004 +3%
State Street
5
State Street
Massachusetts
$2.14B +$76.6M +941,316 +4%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.61B -$138M -1,691,074 -8%
Boston Partners
7
Boston Partners
Massachusetts
$1.32B +$134M +1,641,997 +11%
BIT
8
BlackRock Institutional Trust
California
$1.25B -$27.2M -334,667 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$900M +$257M +3,153,359 +41%
AllianceBernstein
10
AllianceBernstein
Tennessee
$799M -$9.91M -121,872 -1%
Harris Associates
11
Harris Associates
Illinois
$746M -$105M -1,286,263 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$674M -$64.4M -791,424 -9%
Northern Trust
13
Northern Trust
Illinois
$604M +$3.74M +45,966 +0.6%
BFA
14
BlackRock Fund Advisors
California
$511M +$45.8M +562,998 +10%
BG
15
BlackRock Group
United Kingdom
$464M -$152K -1,864 -0%
Ameriprise
16
Ameriprise
Minnesota
$434M +$11.2M +138,235 +3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$394M +$3.16M +38,783 +0.8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$369M +$9.56M +117,494 +3%
Norges Bank
19
Norges Bank
Norway
$341M +$4.89M +60,131 +1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$340M +$7.94M +97,602 +2%
CIP
21
Cornerstone Investment Partners
Georgia
$331M +$9.98M +122,666 +3%
AL
22
AJO LP
Pennsylvania
$331M -$5.77M -70,950 -2%
Franklin Resources
23
Franklin Resources
California
$290M +$135M +1,665,104 +90%
TCIM
24
TIAA CREF Investment Management
New York
$289M -$107M -1,314,402 -27%
BTS
25
BB&T Securities
Virginia
$287M +$476K +5,848 +2%

COF Hedge Fund Activity: Q4 2014 in Review

832 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2014, worth a combined $40.8B — up 0.47% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new COF positions and 48 closed out — a net gain of 51 holders — while 319 added to existing stakes and 293 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $245M sold.

  • 832 institutional investors held Capital One (COF) as of Q4 2014, up from 787 in Q3 2014.
  • Funds reported $40.8B of Capital One stock for Q4 2014, up 0.47% quarter-over-quarter.
  • 99 funds opened new Capital One positions in Q4 2014 and 48 closed out, a net change of +51 holders.
  • The largest Capital One buyer in Q4 2014 was JP Morgan Chase, an estimated $257M added.
  • The largest Capital One seller in Q4 2014 was Carmignac Gestion, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2014.