Capital One
COF
824 hedge funds and large institutions have $37.7B invested in Capital One in 2016 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 240 increasing their positions, 342 reducing their positions, and 51 closing their positions.
182% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 51
80% more funds holding in top 10
Funds holding in top 10: 15 → 27 (+12)
19% more capital invested
Capital invested by funds: $31.7B → $37.7B (+$5.97B)
10% more funds holding
Funds holding: 747 → 824 (+77)
2.3% more ownership
Funds ownership: 87.25% → 89.55% (+2.3%)
24% less call options, than puts
Call options by funds: $413M | Put options by funds: $546M
30% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 342
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$815M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$435M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$417M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$96.7M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$95.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$1.2B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$330M |
| 3 |
JP Morgan Chase
New York
|
-$178M |
| 4 |
Bank of New York Mellon
New York
|
-$174M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$170M |
COF Hedge Fund Activity: Q4 2016 in Review
824 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2016, worth a combined $37.7B — up 19% from $31.7B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new COF positions and 51 closed out — a net gain of 93 holders — while 240 added to existing stakes and 342 trimmed.
The largest buyer was Capital World Investors, adding an estimated $815M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $1.2B.
- 824 institutional investors held Capital One (COF) as of Q4 2016, up from 747 in Q3 2016.
- Funds reported $37.7B of Capital One stock for Q4 2016, up 19% quarter-over-quarter.
- 144 funds opened new Capital One positions in Q4 2016 and 51 closed out, a net change of +93 holders.
- The largest Capital One buyer in Q4 2016 was Capital World Investors, an estimated $815M added.
- The largest Capital One seller in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.2B sold.
Based on aggregated 13F filings for Q4 2016.