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Capital One

896 hedge funds and large institutions have $41.8B invested in Capital One in 2018 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 315 increasing their positions, 331 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 64

2% more funds holding

Funds holding: 880896 (+16)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.59% less ownership

Funds ownership: 90.42%89.83% (-0.59%)

4% less capital invested

Capital invested by funds: $43.6B → $41.8B (-$1.79B)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 331

19% less call options, than puts

Call options by funds: $173M | Put options by funds: $214M

Holders
896
Holders Change
+16
Holders Change %
+1.82%
% of All Funds
20.54%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.53%
New
93
Increased
315
Reduced
331
Closed
64
Calls
$173M
Puts
$214M
Net Calls
-$41.4M
Net Calls Change
+$32M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$4.14B -$65.9M -662,335 -2%
Capital World Investors
2
Capital World Investors
California
$3.7B +$11.1M +112,000 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.22B +$66.9M +672,485 +2%
BlackRock
4
BlackRock
New York
$2.85B +$65.8M +661,251 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.12B -$72.8M -731,053 -3%
State Street
6
State Street
Massachusetts
$2.04B -$72.1M -724,308 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.74B +$170M +1,712,501 +10%
Franklin Resources
8
Franklin Resources
California
$1.33B -$23.8M -238,792 -2%
DSA
9
Davis Selected Advisers
Arizona
$1.28B +$146M +1,470,041 +12%
Harris Associates
10
Harris Associates
Illinois
$757M +$542K +5,445 +0.1%
Northern Trust
11
Northern Trust
Illinois
$547M +$3.75M +37,656 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$512M +$41.6M +417,798 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$500M -$4.92M -49,399 -0.9%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$490M -$61.9M -621,951 -11%
Pzena Investment Management
15
Pzena Investment Management
New York
$467M +$21.6M +217,177 +5%
LSV Asset Management
16
LSV Asset Management
Illinois
$457M -$687K -6,900 -0.1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$419M -$233M -2,342,503 -35%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$416M -$6.69M -67,257 -2%
Boston Partners
19
Boston Partners
Massachusetts
$415M -$8.2M -82,430 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$409M +$171M +1,721,669 +68%
Norges Bank
21
Norges Bank
Norway
$385M -$49.2M -494,600 -11%
Goldman Sachs
22
Goldman Sachs
New York
$352M +$10.4M +104,322 +3%
Aristotle Capital Management
23
Aristotle Capital Management
California
$341M +$17.6M +176,776 +5%
Newport Trust Company
24
Newport Trust Company
District of Columbia
$312M -$1.27M -12,756 -0.4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$290M -$93.6M -940,569 -24%

COF Hedge Fund Activity: Q1 2018 in Review

896 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2018, worth a combined $41.8B — down 4.1% from $43.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new COF positions and 64 closed out — a net gain of 29 holders — while 315 added to existing stakes and 331 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Wellington Management Group, cutting an estimated $233M.

  • 896 institutional investors held Capital One (COF) as of Q1 2018, up from 880 in Q4 2017.
  • Funds reported $41.8B of Capital One stock for Q1 2018, down 4.1% quarter-over-quarter.
  • 93 funds opened new Capital One positions in Q1 2018 and 64 closed out, a net change of +29 holders.
  • The largest Capital One buyer in Q1 2018 was Citadel Advisors, an estimated $171M added.
  • The largest Capital One seller in Q1 2018 was Wellington Management Group, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2018.