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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 %
CWM
1051
Curi Wealth Management
North Carolina
– -$288K -3,121 Closed
QT
1052
Quantamental Technologies
New York
– -$285K -3,087 Closed
AG
1053
Ascent Group
Virginia
– -$321K -3,026 Closed
AWM
1054
Axxcess Wealth Management
California
– -$273K -2,966 Closed
SIA
1055
Schechter Investment Advisors
Michigan
– -$266K -2,891 Closed
MM
1056
MQS Management
New York
– -$264K -2,860 Closed
ESCM
1057
Echo Street Capital Management
New York
– -$263K -2,857 Closed
SDWMA
1058
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$261K -2,836 Closed
AFS
1059
Axiom Financial Strategies
Indiana
– -$235K -2,554 Closed
ECM
1060
Evergreen Capital Management
Washington
– -$236K -2,554 Closed
ACM
1061
AlphaCrest Capital Management
New York
– -$233K -2,527 Closed
CA
1062
Continuum Advisory
Idaho
– -$225K -2,442 Closed
NCG
1063
Newport Capital Group
New Jersey
– -$240K -2,441 Closed
AWM
1064
Avitas Wealth Management
California
– -$224K -2,435 Closed
JF
1065
Joule Financial
Kentucky
– -$224K -2,431 Closed
CCIA
1066
Campbell & Co Investment Adviser
Maryland
– -$219K -2,375 Closed
EGA
1067
E&G Advisors
Texas
– -$216K -2,348 Closed
DCM
1068
DGS Capital Management
New Jersey
– -$214K -2,322 Closed
FH
1069
FWG Holdings
Florida
– -$212K -2,300 Closed
CIP
1070
Convergence Investment Partners
Florida
– -$205K -2,221 Closed
WP
1071
WMS Partners
Maryland
– -$201K -2,178 Closed
LP
1072
LGL Partners
Pennsylvania
– -$200K -2,175 Closed
GJIC
1073
Gamble Jones Investment Counsel
California
– -$184K -2,000 Closed
CMBA
1074
C.M. Bidwell & Associates
Hawaii
– -$174K -1,885 Closed
MA
1075
MUFG Americas
New York
– -$138K -1,490 Closed
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