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Capital One

1,093 hedge funds and large institutions have $62.1B invested in Capital One in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 390 increasing their positions, 434 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-18
Holders Change %
-1.62%
% of All Funds
19.2%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.47%
New
89
Increased
390
Reduced
434
Closed
95
Calls
$588M
Puts
$753M
Net Calls
-$165M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
1051
Pacific Center for Financial Services
California
$16K
LCM
1052
Logan Capital Management
Pennsylvania
$16K
SIS
1053
Sound Income Strategies
Florida
$15K
AW
1054
Alaethes Wealth
Nevada
$15K
JMF
1055
Johnson Midwest Financial
Iowa
$14K -$337K -2,070 -96%
ATC
1056
Adirondack Trust Company
New York
$14K
CCA
1057
Column Capital Advisors
Indiana
$14K
AWMS
1058
Advocacy Wealth Management Services
Georgia
$14K
OC
1059
Oakworth Capital
Alabama
$14K
GKWIM
1060
Gerber Kawasaki Wealth & Investment Management
California
$14K +$14K +89 New
IWP
1061
IAG Wealth Partners
Wisconsin
$13K
VCM
1062
Versant Capital Management
Arizona
$12K -$10.5K -65 -47%
SIAP
1063
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K -$1.28K -8 -10%
CAL
1064
Capital Advisors Ltd
Ohio
$12K
CAM
1065
ClariVest Asset Management
California
$12K +$6.9K +42 +135%
LF
1066
Lee Financial
Texas
$12K +$7.11K +45 +145%
BIA
1067
Bell Investment Advisors
California
$12K +$12K +73 New
SSC
1068
Syverson Strege & Co
Iowa
$12K +$12K +74 New
MG
1069
MilWealth Group
Wisconsin
$11.2K +$11.2K +69 New
CFO
1070
CVA Family Office
Colorado
$11K -$64.1K -932 -85%
RIM
1071
Rockbridge Investment Management
New York
$11K
MUMSS
1072
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K +$7.86K +50 +250%
MGIM
1073
M&G Investment Management
United Kingdom
$10.2K +$671 +4,140 +7%
CI Investments Inc
1074
CI Investments Inc
Ontario, Canada
$9K -$828K -5,060 -99%
CYG
1075
Clean Yield Group
Vermont
$9K