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Capital One
COF

Overview Fund Activity

1,129 hedge funds and large institutions have $53.3B invested in Capital One in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 392 increasing their positions, 416 reducing their positions, and 110 closing their positions.

Holders
1,129
Holders Change
+36
Holders Change %
+3.29%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.26%
New
164
Increased
392
Reduced
416
Closed
110
Calls
$454M
Puts
$732M
Net Calls
-$278M
Net Calls Change
-$112M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$161M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$847M
3
Millennium Management
3
Millennium Management
New York
$167M
4
Goldman Sachs
4
Goldman Sachs
New York
$516M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$105M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.28B
2
BlackRock
2
BlackRock
New York
$4.94B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.82B
4
Dodge & Cox
4
Dodge & Cox
California
$4.76B
5
UBS AM
5
UBS AM
Illinois
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1101
Sierra Capital
Florida
$5K 35 +35 New
TSWM
1102
Tyler-Stone Wealth Management
Ohio
$5K 37 +37 New
AIC
1103
Archer Investment Corporation
Indiana
$4.79K 33 – –
MUMSS
1104
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K 30 -40 -57%
IPW
1105
IronBridge Private Wealth
Texas
$4K 28 – –
FFC
1106
First Financial Corp
Indiana
$4K 25 – –
TFM
1107
TFC Financial Management
Massachusetts
$4K 30 – –
TH
1108
TCTC Holdings
Texas
$4K 25 +25 New
DFCM
1109
Dark Forest Capital Management
Puerto Rico
$4K 25 +25 New
UFF
1110
USA Financial Formulas
Michigan
$3K 18 -7,180 -100%
LWA
1111
Lenox Wealth Advisors
New York
$3K 23 -334 -94%
BIM
1112
Baldwin Investment Management
Pennsylvania
$2.37K 16,336 +241 +1%
CWC
1113
Carolinas Wealth Consulting
North Carolina
$2K 12 +4 +50%
AA
1114
Addison Advisors
Vermont
$2K 13 +13 New
AWA
1115
Aquire Wealth Advisors
Utah
$2K 13 +13 New
RCM
1116
Raleigh Capital Management
North Carolina
$2K 14 +14 New
NSIM
1117
North Star Investment Management
Illinois
$2K 14 +14 New
BBPWM
1118
Blue Bell Private Wealth Management
Pennsylvania
$2K 14 +14 New
SC
1119
Schubert & Co
Texas
$2K 17 +17 New
TFGT
1120
TS Financial Group (TSFG)
Illinois
$1K 8 – –
PWMG
1121
Prestige Wealth Management Group
New Jersey
$1K 4 – –
LWANC
1122
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K 6 – –
AFG
1123
Albion Financial Group
Utah
$1K 6 +6 New
CSWM
1124
Cassady Schiller Wealth Management
Ohio
$1K 8 +8 New
SCA
1125
Stonebridge Capital Advisors
Minnesota
$1K 10 +10 New
43 44
45
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