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Capital One

794 hedge funds and large institutions have $38.6B invested in Capital One in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 318 increasing their positions, 314 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $166M | Put options by funds: $117M

1% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 314

0.04% less ownership

Funds ownership: 88.66%88.61% (-0.04%)

5% less funds holding

Funds holding: 832794 (-38)

5% less capital invested

Capital invested by funds: $40.8B → $38.6B (-$2.23B)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 85

Holders
794
Holders Change
-38
Holders Change %
-4.57%
% of All Funds
21.16%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.67%
New
60
Increased
318
Reduced
314
Closed
85
Calls
$166M
Puts
$117M
Net Calls
+$48M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.69B +$27.6M +351,550 +0.8%
Capital World Investors
2
Capital World Investors
California
$2.48B
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.41B +$168M +2,139,242 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.33B +$57.6M +733,292 +3%
State Street
5
State Street
Massachusetts
$1.9B -$142M -1,812,737 -7%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.51B -$24.2M -308,123 -2%
Boston Partners
7
Boston Partners
Massachusetts
$1.24B -$19.1M -243,371 -2%
BIT
8
BlackRock Institutional Trust
California
$1.21B +$9.74M +123,912 +0.8%
JP Morgan Chase
9
JP Morgan Chase
New York
$842M -$17.5M -222,483 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$753M -$10.4M -132,707 -1%
Harris Associates
11
Harris Associates
Illinois
$716M +$3.99M +50,780 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$656M +$12.1M +154,265 +2%
Northern Trust
13
Northern Trust
Illinois
$561M -$15.6M -197,971 -3%
BFA
14
BlackRock Fund Advisors
California
$465M -$22.6M -287,526 -5%
Ameriprise
15
Ameriprise
Minnesota
$443M +$28.4M +361,741 +7%
BG
16
BlackRock Group
United Kingdom
$438M -$4.61M -58,665 -1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$417M +$40.4M +513,490 +11%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$360M +$8.01M +101,933 +2%
Franklin Resources
19
Franklin Resources
California
$356M +$78.9M +1,003,715 +29%
BTS
20
BB&T Securities
Virginia
$349M +$7.49M +95,322 +27%
Norges Bank
21
Norges Bank
Norway
$343M +$17.8M +226,640 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$324M -$267K -3,394 -0.1%
Deutsche Bank
23
Deutsche Bank
Germany
$297M +$99.9M +1,271,851 +51%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$279M +$65.8M +836,812 +31%
Goldman Sachs
25
Goldman Sachs
New York
$277M +$33.5M +426,846 +14%

COF Hedge Fund Activity: Q1 2015 in Review

794 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2015, worth a combined $38.6B — down 5.5% from $40.8B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of COF and 60 opened new positions — a net loss of 25 holders — while 314 trimmed existing stakes and 318 added.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was State Street, cutting an estimated $142M.

  • 794 institutional investors held Capital One (COF) as of Q1 2015, down from 832 in Q4 2014.
  • Funds reported $38.6B of Capital One stock for Q1 2015, down 5.5% quarter-over-quarter.
  • 60 funds opened new Capital One positions in Q1 2015 and 85 closed out, a net change of -25 holders.
  • The largest Capital One buyer in Q1 2015 was Fidelity Investments, an estimated $168M added.
  • The largest Capital One seller in Q1 2015 was State Street, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.