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Capital One
COF

Overview Fund Activity

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

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$1.17B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$614M
3
Franklin Resources
Franklin Resources
California
$117M
4
PI
Putnam Investments
Massachusetts
$242M
5
Invesco
Invesco
Georgia
$338M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$362M
2
BlackRock
BlackRock
New York
$2.61B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$110M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17B
5
Capital World Investors
Capital World Investors
California
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
676
Concentric Wealth Management
California
$350K +$5.58K +60 +2%
PTP
677
Platform Technology Partners
New York
$349K -$3.9K -42 -1%
PCM
678
Pointe Capital Management
Michigan
$348K +$140K +1,506 +67%
PMEF
679
Point72 Middle East FZE
United Arab Emirates
$346K +$346K +3,724 New
AC
680
ASB Consultores
Florida
$346K -$6.88K -74 -2%
PA
681
Parallel Advisors
California
$345K -$43.5K -468 -11%
PCA
682
Personal Capital Advisors
California
$343K +$2.32K +25 +0.7%
CWM
683
Circle Wealth Management
New Jersey
$343K +$139K +1,493 +68%
Dimensional Fund Advisors
684
Dimensional Fund Advisors
Texas
$342K +$10.2K +109,248 +3%
RT
685
Rockland Trust
Massachusetts
$339K +$89.2K +960 +36%
TA
686
Tectonic Advisors
Texas
$337K +$71.5K +769 +27%
VCG
687
Vantage Consulting Group
Virginia
$337K +$24K +258 +8%
SA
688
Syntax Advisors
New York
$337K +$24K +258 +8%
CI
689
Conning Inc
Connecticut
$335K – – –
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$331K +$103K +1,108 +45%
GCM
691
Gallacher Capital Management
Colorado
$330K +$330K +3,551 New
NA
692
NewEdge Advisors
Louisiana
$330K +$3.57K +53 +1%
HW
693
Hancock Whitney
Mississippi
$327K -$12.9K -139 -4%
AP
694
Americana Partners
Texas
$317K – – –
QCG
695
Quadrant Capital Group
Ohio
$315K -$19.3K -208 -6%
DGAM
696
Desjardins Global Asset Management
Quebec, Canada
$315K +$17.4K +187 +6%
GTAM
697
Global Trust Asset Management
Florida
$312K – – –
SDWIA
698
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$310K – – –
SWS
699
SYSTM Wealth Solutions
Illinois
$308K +$308K +3,311 New
JCIA
700
Jackson Creek Investment Advisors
Colorado
$303K -$24.3K -261 -7%
26 27
28
29 30