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Capital One

1,018 hedge funds and large institutions have $31.4B invested in Capital One in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 335 increasing their positions, 390 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+28
Holders Change %
+2.83%
% of All Funds
16.42%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
126
Increased
335
Reduced
390
Closed
79
Calls
$511M
Puts
$609M
Net Calls
-$98.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
576
Modera Wealth Management
New Jersey
$530K +$106K +1,137 +25%
CCM
577
Coldstream Capital Management
Washington
$523K +$523K +5,630 New
IAS
578
IMA Advisory Services
Colorado
$523K -$438K -4,713 -46%
JWM
579
Jeppson Wealth Management
California
$521K -$32.4K -349 -6%
BRWA
580
B. Riley Wealth Advisors
Florida
$517K -$295K -3,176 -36%
SC
581
SouthState Corp
Florida
$516K -$210K -2,259 -29%
EB
582
Eastern Bank
Massachusetts
$515K -$7.5M -80,661 -94%
AHC
583
Adell Harriman & Carpenter
Texas
$515K -$153K -1,650 -23%
MAA
584
Matrix Asset Advisors
New York
$512K
HCM
585
Highlander Capital Management
New Jersey
$511K +$465K +5,000 +1,000%
SP
586
Symmetry Partners
Connecticut
$510K
AIP
587
Ameritas Investment Partners
Nebraska
$506K
BFG
588
Bleakley Financial Group
New Jersey
$506K +$506K +5,443 New
TPCW
589
TD Private Client Wealth
New York
$505K -$16.8K -181 -3%
AC
590
Allstate Corporation
Illinois
$502K -$361K -3,880 -42%
AIM
591
Allstate Investment Management
Illinois
$502K +$502K +5,402 New
DEA
592
DoubleLine ETF Adviser
Florida
$499K +$499K +5,371 New
YDMI
593
Y.D. More Investments
Israel
$497K +$497K +5,362 New
LBC
594
Lowe Brockenbrough & Co
Virginia
$497K -$162K -1,741 -25%
NRS
595
Neville Rodie & Shaw
New York
$493K
S
596
Seeyond
France
$492K -$9.2K -99 -2%
AAG
597
Armstrong Advisory Group
Massachusetts
$491K +$491K +5,280 New
BAM
598
Blueshift Asset Management
New Jersey
$488K -$84.4K -908 -15%
IIM
599
Intact Investment Management
Quebec, Canada
$483K -$93K -1,000 -16%
FPB
600
First PREMIER Bank
South Dakota
$479K +$18.6K +200 +4%