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Capital One
COF

Overview Fund Activity

1,000 hedge funds and large institutions have $33B invested in Capital One in 2023 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 370 increasing their positions, 366 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-18
Holders Change %
-1.77%
% of All Funds
16.01%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
106
Increased
370
Reduced
366
Closed
104
Calls
$554M
Puts
$833M
Net Calls
-$279M
Net Calls Change
-$181M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$954M
2
Harris Associates
Harris Associates
Illinois
+$262M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$197M
4
ClearBridge Investments
ClearBridge Investments
New York
+$194M
5
Franklin Resources
Franklin Resources
California
+$178M

Top Sellers

1
BlackRock
BlackRock
New York
-$325M
2
Capital World Investors
Capital World Investors
California
-$296M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$283M
4
Ameriprise
Ameriprise
Minnesota
-$127M
5
Boston Partners
Boston Partners
Massachusetts
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
951
JFS Wealth Advisors
Pennsylvania
$6.25K -$2.98K -31 -32%
SC
952
Schubert & Co
Texas
$6.06K +$1.15K +12 +24%
TC
953
Tacita Capital
Ontario, Canada
$6K -$4.62K -50 -43%
CMP
954
Coston McIsaac & Partners
Maine
$6K – – –
AWM
955
Abound Wealth Management
Tennessee
$5.97K – – –
LF
956
Lee Financial
Texas
$5.87K -$2.21K -23 -27%
MFT
957
Moisand Fitzgerald Tamayo
Florida
$5.77K – – –
SIC
958
SJS Investment Consulting
Ohio
$5.67K +$673 +7 +13%
NC
959
NewSquare Capital
Pennsylvania
$5.51K +$5.22K +54 +1,800%
LSA
960
Lansing Street Advisors
Pennsylvania
$5.48K – – –
CSC
961
Caldwell Sutter Capital
California
$5K +$5K +52 New
PA
962
PSI Advisors
Florida
$4.81K – – –
CBT
963
CoreFirst Bank & Trust
Kansas
$4.81K – – –
WBC
964
West Branch Capital
Massachusetts
$4.71K – – –
MA
965
Montag & Associates
Georgia
$4.23K – – –
SSC
966
Syverson Strege & Co
Iowa
$3.94K +$3.94K +41 New
CB
967
Centennial Bank
Arkansas
$3.75K – – –
HS
968
Horan Securities
United States
$3.72K – – –
KA
969
Kozak & Associates
Colorado
$3.37K – – –
AAP
970
Arax Advisory Partners
Colorado
$3.17K +$2.5K +26 +371%
TFGT
971
TS Financial Group (TSFG)
Illinois
$3K – – –
RCM
972
Raleigh Capital Management
North Carolina
$2.98K +$2.98K +31 New
TFM
973
TFC Financial Management
Massachusetts
$2.9K – – –
WWM
974
Wolff Wiese Magana
California
$2.89K +$962 +10 +50%
WP
975
WealthPLAN Partners
Nebraska
$2.89K +$2.89K +30 New
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