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Capital One
COF

Overview Fund Activity

1,002 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, 401 reducing their positions, and 92 closing their positions.

Holders
1,002
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
15.98%
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
401
Closed
92
Calls
$557M
Puts
$698M
Net Calls
-$141M
Net Calls Change
+$16.8M

Top Buyers

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

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.76B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$973M
3
WM
3
Wishbone Management
Illinois
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$1.24M
5
Invesco
5
Invesco
Georgia
$331M
Name Market Value Shares Shares
Change 		Shares
Change %
HBW
976
Hazlett, Burt & Watson
West Virginia
$2K 16 +16 New
HI
977
Hoey Investments
Pennsylvania
$1.94K 20 – –
NMG
978
New Millennium Group
Utah
$1.84K 19 – –
NSIM
979
North Star Investment Management
Illinois
$1.84K 19 – –
MTIC
980
Missouri Trust & Investment Company
Missouri
$1.36K 14 -94 -87%
UFF
981
USA Financial Formulas
Michigan
$1.36K 14 – –
ECM
982
Everence Capital Management
Indiana
$1.25K 12,880 – –
TAM
983
Tucker Asset Management
Colorado
$1.17K 12 – –
HGERS
984
Householder Group Estate & Retirement Specialist
Arizona
$1.17K 12 +12 New
IRC
985
Investors Research Corp
Georgia
$971 10 – –
APC
986
Aspire Private Capital
North Carolina
$918 9 – –
NECFA
987
New England Capital Financial Advisors
Connecticut
$839 9 – –
AAP
988
Arax Advisory Partners
Colorado
$777 8 – –
CTWM
989
Cherry Tree Wealth Management
Minnesota
$728 8 – –
NC
990
NewSquare Capital
Pennsylvania
$709 7 -100 -93%
PWMG
991
Prestige Wealth Management Group
New Jersey
$680 7 – –
Kayne Anderson Rudnick Investment Management
992
Kayne Anderson Rudnick Investment Management
California
$679 7 – –
DWA
993
Delos Wealth Advisors
Texas
$615 6 – –
LWANC
994
Laurel Wealth Advisors (North Carolina)
North Carolina
$583 6 – –
CTA
995
Colonial Trust Advisors
South Carolina
$582 6 – –
PCTC
996
Perkins Coie Trust Company
Washington
$582 6 +6 New
SS
997
Sunbelt Securities
Texas
$388 4 – –
CPG
998
Cornerstone Planning Group
New Jersey
$388 4 +4 New
TWP
999
TFO Wealth Partners
Ohio
$328 3 +2 +200%
MIM
1000
Macroview Investment Management
Maryland
$292 3 +3 New
38 39
40
41 42