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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 %
DA
751
Doliver Advisors
Texas
$246K -$5.3K -57 -2%
GLA
752
Great Lakes Advisors
Illinois
$243K -$3.86M -41,564 -94%
OTL
753
Oak Thistle LLC
New York
$243K +$243K +2,609 New
BOTW
754
Bank of the West
California
$240K – – –
V
755
ViaWealth
Kansas
$240K +$240K +2,458 New
SIM
756
Sentry Investment Management
Wisconsin
$237K -$6.68K -72 -3%
NFSG
757
Newbridge Financial Services Group
Florida
$236K +$4.93K +53 +2%
KeyBank National Association
758
KeyBank National Association
Ohio
$233K -$5.86K -63 -2%
MOS
759
MGO One Seven
Ohio
$233K +$5.39K +58 +2%
MA
760
MCF Advisors
Kentucky
$233K +$744 +8 +0.3%
MIM
761
Manitou Investment Management
Ontario, Canada
$232K – – –
SFO
762
Stokes Family Office
Louisiana
$232K +$5.67K +61 +3%
VFA
763
Valeo Financial Advisors
Indiana
$231K +$231K +2,490 New
SSG
764
Summit Securities Group
New York
$231K +$17.2K +185 +8%
EI
765
Ellevest Inc
New York
$231K -$23K -247 -9%
SCM
766
Shelton Capital Management
Colorado
$231K -$2.01M -21,600 -90%
PWM
767
Perigon Wealth Management
California
$230K +$230K +2,472 New
MVA
768
Mount Vernon Associates
Maryland
$228K -$9.31K -100 -4%
MWM
769
Marion Wealth Management
Pennsylvania
$225K +$14.7K +158 +7%
VRS
770
Virginia Retirement Systems
Virginia
$223K -$586K -6,300 -72%
RBFC
771
Roman Butler Fullerton & Co
Missouri
$222K +$414 +4 +0.2%
WG
772
Welch Group
Alabama
$222K +$5.95K +64 +3%
SG
773
StoneX Group
New York
$219K +$219K +2,347 New
JWCA
774
J.W. Cole Advisors
Florida
$218K +$218K +2,342 New
SYBT
775
Stock Yards Bank & Trust
Kentucky
$217K – – –
29 30
31
32 33