Capital One
COF
1,008 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, 407 reducing their positions, and 92 closing their positions.
3% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 92
1% less funds holding
Funds holding: 1,018 → 1,008 (-10)
1.16% less ownership
Funds ownership: 91.06% → 89.9% (-1.2%)
12% less capital invested
Capital invested by funds: $38B → $33.3B (-$4.7B)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
20% less call options, than puts
Call options by funds: $557M | Put options by funds: $698M
22% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 407
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$265M |
| 2 |
Goldman Sachs
New York
|
+$69.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$64.7M |
| 4 |
Pzena Investment Management
New York
|
+$62.6M |
| 5 |
JCM
Junto Capital Management
New York
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$675M |
| 2 |
JP Morgan Chase
New York
|
-$159M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$81.8M |
| 4 |
WM
Wishbone Management
Chicago,
Illinois
|
-$78.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$53M |
COF Hedge Fund Activity: Q3 2023 in Review
1,008 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2023, worth a combined $33.3B — down 12% from $38B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new COF positions and 92 closed out — a net gain of 3 holders — while 319 added to existing stakes and 407 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $265M. The largest seller was Dodge & Cox, cutting an estimated $675M.
- 1,008 institutional investors held Capital One (COF) as of Q3 2023, down from 1,018 in Q2 2023.
- Funds reported $33.3B of Capital One stock for Q3 2023, down 12% quarter-over-quarter.
- 95 funds opened new Capital One positions in Q3 2023 and 92 closed out, a net change of +3 holders.
- The largest Capital One buyer in Q3 2023 was Capital Research Global Investors, an estimated $265M added.
- The largest Capital One seller in Q3 2023 was Dodge & Cox, an estimated $675M sold.
Based on aggregated 13F filings for Q3 2023.