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Capital One

1,017 hedge funds and large institutions have $38B invested in Capital One in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 347 increasing their positions, 398 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $33B → $38B (+$4.98B)

1% more funds holding

Funds holding: 1,0051,017 (+12)

0.9% more ownership

Funds ownership: 90.16%91.06% (+0.9%)

13% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 398

20% less call options, than puts

Call options by funds: $620M | Put options by funds: $778M

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
1,017
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
15.97%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
106
Increased
347
Reduced
398
Closed
87
Calls
$620M
Puts
$778M
Net Calls
-$158M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
651
Acropolis Investment Management
Missouri
$417K -$24K -240 -6%
PCM
652
Pointe Capital Management
Michigan
$415K +$6.31K +63 +2%
Empower Advisory Group
653
Empower Advisory Group
Colorado
$411K +$21.6K +216 +6%
PT
654
Plimoth Trust
Massachusetts
$408K -$7.51K -75 -2%
DIS
655
Diversified Investment Strategies
Louisiana
$402K
AWM
656
Apollon Wealth Management
South Carolina
$394K +$361K +3,603 New
CW
657
Connectus Wealth
Ohio
$394K +$2.2K +22 +0.6%
CWM
658
Concentric Wealth Management
California
$394K -$9.01K -90 -2%
MBT
659
Montecito Bank & Trust
California
$393K +$3.3K +33 +0.9%
CPIG
660
Chicago Partners Investment Group
Illinois
$392K +$347K +3,464 New
OTL
661
Oak Thistle LLC
New York
$390K +$124K +1,237 +53%
CW
662
CreativeOne Wealth
Kansas
$390K +$84.6K +845 +31%
MFG
663
Merit Financial Group
Georgia
$388K +$355K +3,548 New
DJSG
664
D.J. St. Germain
Massachusetts
$387K +$355K +3,541 New
BFEC
665
Benjamin F. Edwards & Company
Missouri
$385K +$43.1K +430 +14%
PCS
666
Personal CFO Solutions
New Jersey
$384K +$7.01K +70 +2%
CWM
667
Circle Wealth Management
New Jersey
$384K
AP
668
Americana Partners
Texas
$378K +$5.41K +54 +2%
RT
669
Rockland Trust
Massachusetts
$378K -$801 -8 -0.2%
XF
670
XML Financial
Maryland
$377K -$141K -1,409 -29%
HW
671
Hancock Whitney
Mississippi
$376K -$801 -8 -0.2%
VT
672
Vise Technologies
New York
$369K -$42.4K -423 -11%
WG
673
Winton Group
United Kingdom
$368K +$337K +3,367 New
YDMI
674
Y.D. More Investments
Israel
$367K -$20.1K -201 -6%
AWS
675
Aspen Wealth Strategies
Colorado
$367K +$336K +3,355 New

COF Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2023, worth a combined $38B — up 15% from $33B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new COF positions and 87 closed out — a net gain of 19 holders — while 347 added to existing stakes and 398 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $801M. The largest seller was JP Morgan Chase, cutting an estimated $261M.

  • 1,017 institutional investors held Capital One (COF) as of Q2 2023, up from 1,005 in Q1 2023.
  • Funds reported $38B of Capital One stock for Q2 2023, up 15% quarter-over-quarter.
  • 106 funds opened new Capital One positions in Q2 2023 and 87 closed out, a net change of +19 holders.
  • The largest Capital One buyer in Q2 2023 was Capital Research Global Investors, an estimated $801M added.
  • The largest Capital One seller in Q2 2023 was JP Morgan Chase, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2023.