Capital One
COF
1,139 hedge funds and large institutions have $45.2B invested in Capital One in 2023 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 378 increasing their positions, 394 reducing their positions, and 73 closing their positions.
197% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 73
36% more capital invested
Capital invested by funds: $33.3B → $45.2B (+$11.9B)
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
13% more funds holding
Funds holding: 1,008 → 1,139 (+131)
0.71% more ownership
Funds ownership: 89.9% → 90.6% (+0.71%)
4% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 394
54% less call options, than puts
Call options by funds: $725M | Put options by funds: $1.58B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$371M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$281M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$188M |
| 4 |
State Street
Boston,
Massachusetts
|
+$53.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$343M |
| 2 |
JP Morgan Chase
New York
|
-$206M |
| 3 |
Parnassus Investments
San Francisco,
California
|
-$67.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$66.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$60.4M |
COF Hedge Fund Activity: Q4 2023 in Review
1,139 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2023, worth a combined $45.2B — up 36% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 217 funds opened new COF positions and 73 closed out — a net gain of 144 holders — while 378 added to existing stakes and 394 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Dodge & Cox, cutting an estimated $343M.
- 1,139 institutional investors held Capital One (COF) as of Q4 2023, up from 1,008 in Q3 2023.
- Funds reported $45.2B of Capital One stock for Q4 2023, up 36% quarter-over-quarter.
- 217 funds opened new Capital One positions in Q4 2023 and 73 closed out, a net change of +144 holders.
- The largest Capital One buyer in Q4 2023 was Morgan Stanley, an estimated $371M added.
- The largest Capital One seller in Q4 2023 was Dodge & Cox, an estimated $343M sold.
Based on aggregated 13F filings for Q4 2023.