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Capital One
COF

Overview Fund Activity

1,003 hedge funds and large institutions have $33.3B invested in Capital One in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 319 increasing their positions, 402 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
15.99%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
95
Increased
319
Reduced
402
Closed
92
Calls
$557M
Puts
$698M
Net Calls
-$141M
Net Calls Change
+$16.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.02B
2
Goldman Sachs
Goldman Sachs
New York
$259M
3
Capital World Investors
Capital World Investors
California
$1.42B
4
Pzena Investment Management
Pzena Investment Management
New York
$740M
5
JCM
Junto Capital Management
New York
$55.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$2.76B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$973M
3
WM
Wishbone Management
Illinois
$0
4
APG Asset Management
APG Asset Management
Netherlands
$1.24M
5
Invesco
Invesco
Georgia
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
876
Venturi Wealth Management
Texas
$38.1K +$15.2K +157 +67%
FCA
877
FinTrust Capital Advisors
South Carolina
$37K – – –
RFA
878
Resurgent Financial Advisors
Georgia
$36.9K -$2.81K -29 -7%
PB
879
Pinnacle Bancorp
Nebraska
$36.7K – – –
BSB
880
Bangor Savings Bank
Maine
$36K – – –
DAM
881
Delta Asset Management
Tennessee
$35.9K – – –
CB
882
CNB Bank
Pennsylvania
$33.2K – – –
FCT
883
First Community Trust
Iowa
$32.5K – – –
GEA
884
Glen Eagle Advisors
New Jersey
$32K – – –
AFIA
885
America First Investment Advisors
Nebraska
$31.6K – – –
PPWM
886
PFG Private Wealth Management
Florida
$31.3K -$58K -598 -65%
AFS
887
Annapolis Financial Services
Maryland
$30.4K +$97 +1 +0.3%
AWM
888
Avior Wealth Management
Nebraska
$28.5K -$1.07K -11 -4%
BONH
889
Bank of New Hampshire
New Hampshire
$27K – – –
DAC
890
Dividend Assets Capital
South Carolina
$26K -$6.52K -67 -20%
CMA
891
Cedar Mountain Advisors
Oregon
$25.6K – – –
CHA
892
Carmichael Hill & Associates
Maryland
$25K – – –
POIA
893
Pin Oak Investment Advisors
Texas
$25K – – –
MFA
894
McClarren Financial Advisors
Pennsylvania
$24K +$96 +1 +0.4%
FAM
895
Flaharty Asset Management
Florida
$23.6K +$23.6K +243 New
MCM
896
MV Capital Management
Maryland
$23.2K +$1.36K +14 +6%
EARNEST Partners
897
EARNEST Partners
Georgia
$20.8K – – –
ZB
898
Zions Bancorporation
Utah
$19.9K -$194 -2 -1%
ME
899
McIlrath & Eck
Washington
$19.7K – – –
IRAG
900
Investment Research & Advisory Group
Georgia
$19.4K +$19.4K +200 New
34 35
36
37 38