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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 %
PCM
776
Penserra Capital Management
California
$217K +$37.6K +409 +21%
RBC
777
Romano Brothers & Co
Illinois
$215K – – –
EWM
778
Endurance Wealth Management
Rhode Island
$215K – – –
TA
779
TruWealth Advisors
Louisiana
$214K – – –
CIA
780
Capital Investment Advisors
Georgia
$214K +$1.21K +13 +0.6%
IA
781
IFP Advisors
Florida
$213K +$16.1K +241 +8%
FWM
782
FFT Wealth Management
Pennsylvania
$211K – – –
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$210K – – –
GAA
784
Global Assets Advisory
Florida
$210K +$5.95K +64 +3%
DCM
785
Dupont Capital Management
Delaware
$210K -$584K -6,283 -74%
MCC
786
Malaga Cove Capital
California
$208K – – –
BTI
787
Blue Trust Inc
Georgia
$208K +$87.2K +946 +72%
BP
788
Ballentine Partners
Massachusetts
$206K -$44.7K -481 -18%
FFG
789
Fortem Financial Group
California
$204K -$4.37K -47 -2%
CLOS
790
Compagnie Lombard Odier SCmA
Switzerland
$204K – – –
VT
791
Vise Technologies
New York
$204K +$204K +2,192 New
AT
792
Arden Trust
Delaware
$203K -$68K -731 -25%
DI
793
DFPG Investments
Utah
$203K +$203K +1,996 New
SAI
794
Systematic Alpha Investments
New Jersey
$203K – – –
BHC
795
Bowen Hanes & Co
Florida
$202K – – –
KA
796
Kearns & Associates
California
$202K +$202K +2,170 New
FT
797
Fiduciary Trust
Massachusetts
$202K +$202K +2,168 New
ISL
798
Ingalls & Snyder LLC
New York
$201K +$201K +2,158 New
TWC
799
TD Waterhouse Canada
Ontario, Canada
$193K -$356K -3,176 -65%
KFP
800
KB Financial Partners
New Jersey
$189K -$21.5K -232 -10%
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