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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 %
SC
926
Stephens Consulting
Michigan
$9.78K – – –
PCFFS
927
Pacific Center for Financial Services
California
$9.71K – – –
PAG
928
Paladin Advisory Group
Iowa
$9.71K – – –
LCM
929
Logan Capital Management
Pennsylvania
$9.71K – – –
CAS
930
Coppell Advisory Solutions
Texas
$9.3K -$34.9K -375 -79%
GIS
931
Grayhawk Investment Strategies
Alberta, Canada
$9.03K – – –
SFG
932
Steward Financial Group
Texas
$9K -$284 -3 -3%
SWA
933
SOA Wealth Advisors
New York
$8.95K – – –
ATC
934
Adirondack Trust Company
New York
$8.73K – – –
AWM
935
Abound Wealth Management
Tennessee
$8.66K – – –
JMF
936
Johnson Midwest Financial
Iowa
$8.35K – – –
KA
937
Kozak & Associates
Colorado
$7.86K +$4.58K +49 +140%
WWP
938
WR Wealth Planners
Missouri
$7.76K – – –
OC
939
Oakworth Capital
Alabama
$7.76K – – –
IWP
940
IAG Wealth Partners
Wisconsin
$7.28K – – –
BAM
941
Byrne Asset Management
New Jersey
$7K – – –
RFG
942
RFP Financial Group
Georgia
$6.99K – – –
CMP
943
Coston McIsaac & Partners
Maine
$6K – – –
MFT
944
Moisand Fitzgerald Tamayo
Florida
$5.82K – – –
GI
945
Gradient Investments
Minnesota
$5.63K -$6.02K -62 -52%
BWM
946
Baystate Wealth Management
Massachusetts
$5.23K – – –
SIC
947
SJS Investment Consulting
Ohio
$5.15K -$97 -1 -2%
M
948
MOTCO
Texas
$5.14K – – –
CSC
949
Caldwell Sutter Capital
California
$5.05K – – –
MWM
950
Mascoma Wealth Management
New Hampshire
$4.95K +$4.95K +51 New
36 37
38
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