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Capital One

1,024 hedge funds and large institutions have $31.4B invested in Capital One in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 393 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 79

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

3% more funds holding

Funds holding: 9951,024 (+29)

0.32% more ownership

Funds ownership: 89.1%89.42% (+0.32%)

0% less capital invested

Capital invested by funds: $31.5B → $31.4B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 393

16% less call options, than puts

Call options by funds: $511M | Put options by funds: $609M

Holders
1,024
Holders Change
+29
Holders Change %
+2.91%
% of All Funds
16.46%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
127
Increased
336
Reduced
393
Closed
79
Calls
$511M
Puts
$609M
Net Calls
-$98.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
701
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$310K
SWS
702
SYSTM Wealth Solutions
Illinois
$308K +$326K +3,311 New
JCIA
703
Jackson Creek Investment Advisors
Colorado
$303K -$25.7K -261 -7%
PCS
704
Personal CFO Solutions
New Jersey
$303K -$10.3K -105 -3%
4WM
705
44 Wealth Management
Oregon
$302K -$33.1K -337 -9%
ZCM
706
Ziegler Capital Management
Illinois
$301K -$64.3K -654 -17%
MFS
707
Mirabella Financial Services
United Kingdom
$301K -$1.85M -18,808 -85%
GIA
708
Gateway Investment Advisers
Ohio
$298K -$15.9K -162 -5%
EIP
709
Epoch Investment Partners
New York
$298K -$2.85K -29 -0.9%
Two Sigma Advisers
710
Two Sigma Advisers
New York
$297K -$98.3K -1,000 -24%
LC
711
Lindbrook Capital
California
$297K -$16.8K -171 -5%
LTI
712
Laffer Tengler Investments
Tennessee
$297K +$226K +2,301 +258%
Capstone Investment Advisors
713
Capstone Investment Advisors
New York
$293K -$5.59M -56,839 -95%
IC
714
IEQ Capital
California
$293K -$346K -3,517 -53%
FMLI
715
Fukoku Mutual Life Insurance
Japan
$292K
AA
716
ALPS Advisors
Colorado
$290K -$1.57K -16 -0.5%
PTC
717
Private Trust Company
Ohio
$288K +$7.47K +76 +3%
SIA
718
Soltis Investment Advisors
Utah
$287K -$2.16K -22 -0.7%
CA
719
Cetera Advisors
Colorado
$286K +$303K +3,082 New
SIG
720
Sargent Investment Group
Maryland
$285K -$21.1K -215 -7%
PA
721
Probity Advisors
Texas
$283K -$22.7K -231 -7%
TI
722
tru Independence
Oregon
$283K +$590 +6 +0.2%
CTC
723
Central Trust Company
Missouri
$282K -$15.6K -159 -5%
ZCA
724
Zeke Capital Advisors
Pennsylvania
$281K
CSI
725
Cross Staff Investments
New York
$279K

COF Hedge Fund Activity: Q4 2022 in Review

1,024 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2022, worth a combined $31.4B — down 0.32% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new COF positions and 79 closed out — a net gain of 48 holders — while 336 added to existing stakes and 393 trimmed.

The largest buyer was Harris Associates, adding an estimated $486M. The largest seller was Bank of America, cutting an estimated $536M.

  • 1,024 institutional investors held Capital One (COF) as of Q4 2022, up from 995 in Q3 2022.
  • Funds reported $31.4B of Capital One stock for Q4 2022, down 0.32% quarter-over-quarter.
  • 127 funds opened new Capital One positions in Q4 2022 and 79 closed out, a net change of +48 holders.
  • The largest Capital One buyer in Q4 2022 was Harris Associates, an estimated $486M added.
  • The largest Capital One seller in Q4 2022 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q4 2022.