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Capital One
COF

Overview Fund Activity

1,014 hedge funds and large institutions have $35.4B invested in Capital One in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 388 increasing their positions, 397 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-72
Holders Change %
-6.63%
% of All Funds
17.15%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
78
Increased
388
Reduced
397
Closed
131
Calls
$471M
Puts
$773M
Net Calls
-$302M
Net Calls Change
-$199M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$3.69B
2
Morgan Stanley
Morgan Stanley
New York
$391M
3
Pzena Investment Management
Pzena Investment Management
New York
$505M
4
Fisher Asset Management
Fisher Asset Management
Washington
$818M
5
Jane Street
Jane Street
New York
$92.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$784M
2
State Street
State Street
Massachusetts
$1.91B
3
Boston Partners
Boston Partners
Massachusetts
$153M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.3B
5
Jennison Associates
Jennison Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
726
Gryphon Financial Partners
Ohio
$293K -$6.89K -66 -2%
Carson Wealth (CWM LLC)
727
Carson Wealth (CWM LLC)
Nebraska
$291K +$19.5K +187 +7%
SDWMA
728
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K +$521 +5 +0.2%
DA
729
Doliver Advisors
Texas
$282K +$4.68K +45 +2%
CPSAC
730
Chas P. Smith & Associates (CPS)
Florida
$278K +$1.15K +11 +0.4%
SFO
731
Stokes Family Office
Louisiana
$278K +$278K +2,666 New
OPA
732
Old Port Advisors
Maine
$276K -$8.01K -75 -3%
VT
733
Vise Technologies
New York
$275K +$51.4K +493 +23%
MA
734
Montag & Associates
Georgia
$274K -$113K -1,082 -29%
PCM
735
Pointe Capital Management
Michigan
$272K – – –
MA
736
MCF Advisors
Kentucky
$272K +$624 +6 +0.2%
SS
737
Simplicity Solutions
Minnesota
$272K +$51.1K +490 +23%
GA
738
Greenspring Advisors
Maryland
$271K -$2.81K -27 -1%
TCOO
739
Trust Company of Oklahoma
Oklahoma
$269K -$149K -1,431 -36%
MOS
740
MGO One Seven
Ohio
$269K -$1.4M -13,423 -84%
SPC
741
Sigma Planning Corp
Michigan
$269K -$38.5K -370 -13%
BOTW
742
Bank of the West
California
$269K -$10.5K -101 -4%
AA
743
ALPS Advisors
Colorado
$269K -$2.81K -27 -1%
MVA
744
Mount Vernon Associates
Maryland
$266K – – –
CWP
745
CFM Wealth Partners
Texas
$265K – – –
SFP
746
Sweet Financial Partners
Minnesota
$264K -$1.25K -12 -0.5%
MIM
747
Manitou Investment Management
Ontario, Canada
$260K -$52K -500 -17%
AL
748
Aspiriant LLC
California
$259K -$22.1K -212 -8%
OFS
749
OneAscent Financial Services
Alabama
$258K +$18K +173 +8%
SVWAG
750
Sound View Wealth Advisors Group
Georgia
$257K +$257K +2,466 New
28 29
30
31 32