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Capital One
COF

Overview Fund Activity

1,131 hedge funds and large institutions have $45.2B invested in Capital One in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 374 increasing their positions, 394 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+128
Holders Change %
+12.76%
% of All Funds
16.58%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
214
Increased
374
Reduced
394
Closed
73
Calls
$725M
Puts
$1.58B
Net Calls
-$856M
Net Calls Change
-$715M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$871M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$462M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B
4
State Street
State Street
Massachusetts
$2.14B
5
Barclays
Barclays
United Kingdom
$222M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.31B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
3
Norges Bank
Norges Bank
Norway
$410M
4
Parnassus Investments
Parnassus Investments
California
$0
5
Aristotle Capital Management
Aristotle Capital Management
California
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1101
LM Advisors
California
$2.63K +$2.63K +20 New
HI
1102
Hoey Investments
Pennsylvania
$2.62K – – –
RTL
1103
Red Tortoise LLC
Georgia
$2.49K -$1.31K -10 -34%
NMG
1104
New Millennium Group
Utah
$2.49K – – –
NSIM
1105
North Star Investment Management
Illinois
$2.49K – – –
KI
1106
Kapitalo Investimentos
Brazil
$2.49K +$2.49K +19 New
AIMA
1107
Ables Iannone Moore & Associates
Georgia
$2.23K +$2.23K +17 New
HBW
1108
Hazlett, Burt & Watson
West Virginia
$2K – – –
ODG
1109
O'Dell Group
Ohio
$1.85K +$1.85K +14 New
BHWM
1110
Beaird Harris Wealth Management
Texas
$1.57K +$1.57K +12 New
M
1111
MOTCO
Texas
$1.57K -$5.37K -41 -77%
UFF
1112
USA Financial Formulas
Michigan
$1.57K -$262 -2 -14%
TAM
1113
Tucker Asset Management
Colorado
$1.57K – – –
AAP
1114
Arax Advisory Partners
Colorado
$1.32K +$264 +2 +25%
IRC
1115
Investors Research Corp
Georgia
$1.31K – – –
RS
1116
Rakuten Securities
Japan
$1.31K +$1.31K +10 New
APC
1117
Aspire Private Capital
North Carolina
$1.25K – – –
RFG
1118
RFP Financial Group
Georgia
$1.18K -$8.26K -63 -88%
NECFA
1119
New England Capital Financial Advisors
Connecticut
$1.14K – – –
CTWM
1120
Cherry Tree Wealth Management
Minnesota
$984 – – –
CTA
1121
Colonial Trust Advisors
South Carolina
$787 – – –
LWANC
1122
Laurel Wealth Advisors (North Carolina)
North Carolina
$787 – – –
DWA
1123
Delos Wealth Advisors
Texas
$787 – – –
IPW
1124
Impact Partnership Wealth
Georgia
$656 -$2.49K -19 -79%
NC
1125
NewSquare Capital
Pennsylvania
$564 -$423 -3 -43%
43 44
45
46 47