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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 %
ACA
901
Atlas Capital Advisors
Wyoming
$19K – – –
TIM
902
Tortoise Investment Management
New York
$18.5K – – –
OA
903
Operose Advisors
Wisconsin
$17.5K +$17.5K +180 New
BWAM
904
Boyd Watterson Asset Management
Ohio
$16.4K – – –
RAM
905
Ramirez Asset Management
New York
$16.1K +$16.1K +166 New
CT
906
Cambridge Trust
Massachusetts
$16K – – –
GKIM
907
GW&K Investment Management
Massachusetts
$15K -$596 -6 -4%
WOC
908
West Oak Capital
California
$15K – – –
AP
909
Advisors Preferred
Maryland
$13.6K – – –
WOSD
910
WFA of San Diego
California
$13.4K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$13.3K +$2.14K +22 +19%
UOTTAIMCU
912
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$13.2K +$13.2K +136 New
FCMT
913
Founders Capital Management (Texas)
Texas
$12.8K +$12.8K +132 New
SN
914
Sittner & Nelson
Oregon
$12.4K – – –
SIS
915
Sound Income Strategies
Florida
$12.4K – – –
HWA
916
HHM Wealth Advisors
Tennessee
$12.1K – – –
CIA
917
Cape Investment Advisory
Georgia
$12.1K – – –
BIA
918
Bell Investment Advisors
California
$11.9K +$971 +10 +9%
TC
919
Tacita Capital
Ontario, Canada
$11.6K +$5.34K +55 +85%
CAL
920
Capital Analysts LLC
Pennsylvania
$11K – – –
CSWM
921
Cassady Schiller Wealth Management
Ohio
$11K – – –
HCP
922
Hexagon Capital Partners
Arkansas
$10.9K -$1.36K -14 -11%
LB
923
Legacy Bridge
Iowa
$10.7K – – –
GCM
924
Gables Capital Management
Florida
$10.6K – – –
USB
925
Union Savings Bank
Connecticut
$10.3K +$10.3K +106 New
35 36
37
38 39