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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
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 %
LF
951
Lee Financial
Texas
$7.81K -$465 -5 -6%
BIA
952
Bell Investment Advisors
California
$7.53K +$4.37K +47 +138%
IGWM
953
ICA Group Wealth Management
Colorado
$7.44K +$7.44K +80 New
BWM
954
Baystate Wealth Management
Massachusetts
$7K – – –
MWC
955
MBM Wealth Consultants
Missouri
$7K – – –
IWP
956
IAG Wealth Partners
Wisconsin
$6.97K -$1.21K -13 -15%
RFG
957
RFP Financial Group
Georgia
$6.69K +$6.69K +72 New
CAM
958
ClariVest Asset Management
California
$6K – – –
AWM
959
Abound Wealth Management
Tennessee
$5.77K -$2.42K -26 -30%
VCM
960
Versant Capital Management
Arizona
$5.58K -$744 -8 -12%
MFT
961
Moisand Fitzgerald Tamayo
Florida
$5.58K +$5.58K +60 New
AWM
962
Activest Wealth Management
Florida
$5.39K – – –
LSA
963
Lansing Street Advisors
Pennsylvania
$5.3K +$5.3K +57 New
CWC
964
Carolinas Wealth Consulting
North Carolina
$5.02K +$2.88K +31 +135%
FMP
965
Financial Management Professionals
Texas
$5K – – –
SFG
966
Steward Financial Group
Texas
$5K +$5K +64 New
SIC
967
SJS Investment Consulting
Ohio
$4.83K +$1.49K +16 +44%
SC
968
Schubert & Co
Texas
$4.74K -$837 -9 -15%
GA
969
GoalVest Advisory
New York
$4.74K – – –
PA
970
PSI Advisors
Florida
$4.65K – – –
CBT
971
CoreFirst Bank & Trust
Kansas
$4.65K – – –
WBC
972
West Branch Capital
Massachusetts
$4.56K +$4.56K +49 New
MA
973
Montag & Associates
Georgia
$4.09K -$277K -2,982 -99%
FRA
974
Front Row Advisors
California
$4K -$83 -1 -2%
HGERS
975
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
37 38
39
40 41