COF icon

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$362M
2
BlackRock
2
BlackRock
New York
$2.61B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$110M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Capital World Investors
5
Capital World Investors
California
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
826
Baker Avenue Asset Management
California
$115K +$115K +1,232 New
T
827
TOBAM
France
$112K -$75.7K -812 -40%
EWM
828
Evermay Wealth Management
Virginia
$111K – – –
JWM
829
Janiczek Wealth Management
Colorado
$107K -$20.2K -200 -16%
FFA
830
Farther Finance Advisors
California
$105K +$105K +1,127 New
CFO
831
CVA Family Office
Colorado
$104K +$30.4K +327 +41%
CA
832
CoreCap Advisors
Michigan
$102K +$102K +1,098 New
ANBT
833
American National Bank & Trust
Texas
$102K – – –
AA
834
Alta Advisers
United Kingdom
$102K – – –
PPC
835
Park Place Capital
Alabama
$96K +$96K +1,030 New
IBOK
836
Independence Bank of Kentucky
Kentucky
$94K +$39.6K +425 +73%
GIA
837
GHP Investment Advisors
Colorado
$89.1K +$465 +5 +0.5%
C
838
Covestor
United Kingdom
$89K – – –
BC
839
Barrett & Company
Rhode Island
$86K – – –
TF
840
Tompkins Financial
New York
$86K – – –
Belvedere Trading
841
Belvedere Trading
Illinois
$85.3K +$85.3K +918 New
EWA
842
EverSource Wealth Advisors
Alabama
$84.2K -$23.8K -256 -22%
BWM
843
BerganKDV Wealth Management
Minnesota
$80.2K +$3.44K +37 +4%
GBT
844
Grove Bank & Trust
Florida
$79K +$79K +845 New
BAM
845
Belpointe Asset Management
Nevada
$77.3K -$55.4K -596 -42%
TSW
846
Thompson Siegel & Walmsley
Virginia
$77K – – –
TWA
847
TCI Wealth Advisors
Arizona
$77K +$40K +430 +108%
ONST
848
Old North State Trust
North Carolina
$74K – – –
BEI
849
Benjamin Edwards Inc
Missouri
$74K +$5.3K +57 +8%
WPWM
850
Western Pacific Wealth Management
Illinois
$71.1K +$39K +420 +122%
32 33
34
35 36