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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 %
AT
1076
Avalon Trust
New Mexico
– – -754 Closed
SSG
1077
Summit Securities Group
New York
– – -500 Closed
2L
1078
25 LLC
Missouri
– – -486 Closed
EDRH
1079
Edmond de Rothschild Holding
Switzerland
– – -290 Closed
AAM
1080
Advisors Asset Management
Colorado
– – -242 Closed
AWM
1081
AllSquare Wealth Management
New York
– – -201 Closed
OPTFSNA
1082
Old Point Trust & Financial Services N A
Virginia
– – -190 Closed
FA
1083
Fiduciary Alliance
South Carolina
– – -181 Closed
PP
1084
Paloma Partners
Connecticut
– – -161 Closed
WIM
1085
WealthPlan Investment Management
Nebraska
– – -158 Closed
RG
1086
Retirement Group
California
– – -122 Closed
CYG
1087
Clean Yield Group
Vermont
– – -115 Closed
BFPW
1088
BOK Financial Private Wealth
Colorado
– – -110 Closed
SF
1089
Safeguard Financial
Wisconsin
– – -90 Closed
WP
1090
WealthPLAN Partners
Nebraska
– – -84 Closed
IGWM
1091
ICA Group Wealth Management
Colorado
– – -80 Closed
RCG
1092
Rock Creek Group
District of Columbia
– – -44 Closed
DI
1093
Disciplined Investments
Oklahoma
– – -31 Closed
SWM
1094
Sanctuary Wealth Management
Idaho
– – -7 Closed
HS
1095
Horan Securities
United States
– – -1 Closed
GS
1096
GTS Securities
New York
– – – –
XS
1097
XR Securities
Illinois
– – – –
MS
1098
Maven Securities
Jersey
– – – –
Twin Tree Management
1099
Twin Tree Management
Texas
– – – –
Massachusetts Financial Services
1100
Massachusetts Financial Services
Massachusetts
– – – –
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