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Capital One
COF

Overview Fund Activity

1,086 hedge funds and large institutions have $46.4B invested in Capital One in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 411 increasing their positions, 406 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
-43
Holders Change %
-3.81%
% of All Funds
17.19%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
92
Increased
411
Reduced
406
Closed
121
Calls
$554M
Puts
$658M
Net Calls
-$103M
Net Calls Change
+$175M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$361M
2
First Trust Advisors
First Trust Advisors
Illinois
+$195M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$146M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$145M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$83M

Top Sellers

1
BlackRock
BlackRock
New York
-$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$467M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$280M
4
Holocene Advisors
Holocene Advisors
New York
-$170M
5
Marshall Wace
Marshall Wace
United Kingdom
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
601
Neville Rodie & Shaw
New York
$714K – – –
AWM
602
Affinity Wealth Management
Delaware
$714K +$714K +1,200 New
SWM
603
Spire Wealth Management
Virginia
$707K -$410K -3,127 -37%
KA
604
Kintegral Advisory
New York
$703K +$15.7K +120 +2%
SF
605
SBK Financial
Virginia
$698K – – –
AIP
606
Ameritas Investment Partners
Nebraska
$693K -$39.4K -300 -5%
TSS
607
Two Sigma Securities
New York
$680K -$4.07K -31 -0.6%
MYAM
608
Meiji Yasuda Asset Management
Japan
$679K -$118K -900 -15%
Lido Advisors
609
Lido Advisors
California
$679K +$43.7K +333 +7%
CF
610
Copperwynd Financial
Arizona
$673K +$20.6K +157 +3%
CIC
611
Crawford Investment Counsel
Georgia
$664K – – –
UCI
612
Uncommon Cents Investing
Wisconsin
$664K – – –
HWA
613
Heritage Wealth Advisors
Virginia
$660K – – –
WA
614
WestEnd Advisors
North Carolina
$656K -$725 -5 Closed
SACTSONJ
615
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K – – –
SIA
616
Schechter Investment Advisors
Michigan
$653K +$55.6K +423 +9%
FNT
617
First National Trust
Pennsylvania
$652K -$9.85K -75 -1%
FPB
618
First PREMIER Bank
South Dakota
$652K – – –
PWM
619
PBMares Wealth Management
Virginia
$646K – – –
ES
620
Eagle Strategies
New York
$643K +$71.5K +545 +13%
CFCI
621
Comprehensive Financial Consultants Institutional
Indiana
$639K -$11.1K -87 -2%
DPIM
622
Duff & Phelps Investment Management
Illinois
$638K – – –
SHA
623
Seneca House Advisors
Virginia
$638K – – –
CGL
624
Clarius Group LLC
Washington
$637K – – –
MPIA
625
Mountain Pacific Investment Advisers
Idaho
$636K +$14.4K +110 +2%
23 24
25
26 27