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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
$1.47B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$224M
4
ClearBridge Investments
ClearBridge Investments
New York
$231M
5
Franklin Resources
Franklin Resources
California
$299M

Top Sellers

1
BlackRock
BlackRock
New York
$2.38B
2
Capital World Investors
Capital World Investors
California
$1.35B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$156M
4
Ameriprise
Ameriprise
Minnesota
$106M
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
1076
Elequin Capital
New York
– -$40.7K -438 Closed
USCWA
1077
U.S. Capital Wealth Advisors
Texas
– -$39.3K -423 Closed
CM
1078
Caption Management
Oklahoma
– -$37.2K -400 Closed
3IP
1079
3Chopt Investment Partners
Virginia
– -$35.4K -381 Closed
OA
1080
Operose Advisors
Wisconsin
– -$35.3K -380 Closed
GMA
1081
Glassy Mountain Advisors
Maryland
– -$32.1K -345 Closed
AWM
1082
Atticus Wealth Management
Florida
– -$26.8K -288 Closed
AWM
1083
Accurate Wealth Management
Florida
– -$23.9K -243 Closed
EIM
1084
Essex Investment Management
Massachusetts
– -$16K -175 Closed
CA
1085
Corrado Advisors
New Jersey
– -$14.5K -156 Closed
WOSD
1086
WFA of San Diego
California
– -$12.8K -138 Closed
CAS
1087
Coppell Advisory Solutions
Texas
– -$9.3K -100 Closed
CASC
1088
Coppell Advisory Solutions Corp
Texas
– -$9.3K -100 Closed
MUMSS
1089
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$9K -100 Closed
MWM
1090
MinichMacGregor Wealth Management
New York
– -$9.05K -97 Closed
CAM
1091
ClariVest Asset Management
California
– -$6K -68 Closed
AWM
1092
Activest Wealth Management
Florida
– -$5.39K -58 Closed
FRA
1093
Front Row Advisors
California
– -$4K -48 Closed
DWP
1094
Destiny Wealth Partners
Florida
– -$3.63K -39 Closed
SC
1095
Sierra Capital
Florida
– -$3K -35 Closed
FA
1096
Fiduciary Alliance
South Carolina
– -$1.86K -20 Closed
EE
1097
EWG Elevate
California
– -$1.77K -19 Closed
MPCL
1098
My Personal CFO LLC
Washington
– -$1.3K -14 Closed
BBPWM
1099
Blue Bell Private Wealth Management
Pennsylvania
– -$1.3K -14 Closed
LFA
1100
Level Financial Advisors
New York
– -$1K -10 Closed
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