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Copa Holdings
CPA

Overview Fund Activity

251 hedge funds and large institutions have $2.99B invested in Copa Holdings in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+42
Holders Change %
+20.1%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
82
Reduced
78
Closed
15
Calls
$7.74M
Puts
$8.11M
Net Calls
-$369K
Net Calls Change
-$394K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
3
Capital World Investors
Capital World Investors
California
$338M
4
BlackRock
BlackRock
New York
$221M
5
DCM
Driehaus Capital Management
Illinois
$18.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$27.3M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$372M
3
Marshall Wace
Marshall Wace
United Kingdom
$9.6M
4
SSA
Schonfeld Strategic Advisors
New York
$6.97M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$4.62K – – –
FGAM
227
Financial Gravity Asset Management
Texas
$4.15K +$406 +9 +11%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$3K -$11.7K -137 -80%
SS
229
Sunbelt Securities
Texas
$2.77K +$2.77K +30 New
NA
230
NewEdge Advisors
Louisiana
$2.59K -$123K -1,329 -98%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$2.59K +$2.59K +28 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$2.31K – – –
LF
233
Lee Financial
Texas
$2.13K – – –
PA
234
Parallel Advisors
California
$2.12K +$1.85K +20 +667%
JWA
235
JFS Wealth Advisors
Pennsylvania
$2.03K +$92 +1 +5%
HCP
236
Hexagon Capital Partners
Arkansas
$1.66K +$1.66K +18 New
SC
237
Schubert & Co
Texas
$1.57K -$92 -1 -6%
SIC
238
SJS Investment Consulting
Ohio
$924 +$185 +2 +25%
AF
239
Advisornet Financial
Minnesota
$739 +$185 +2 +33%
DI
240
Disciplined Investments
Oklahoma
$646 – – –
Creative Planning
241
Creative Planning
Kansas
$555 +$555 +6 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$554 +$554 +6 New
BAAM
243
Baker Avenue Asset Management
California
$462 +$462 +5 New
QCG
244
Quadrant Capital Group
Ohio
$462 +$462 +5 New
LC
245
Lindbrook Capital
California
$369 +$369 +4 New
GRP
246
Global Retirement Partners
California
$280 +$280 +3 New
EARNEST Partners
247
EARNEST Partners
Georgia
$185 – – –
WWP
248
WR Wealth Planners
Missouri
$185 +$185 +2 New
TWP
249
TFO Wealth Partners
Ohio
$92 – – –
TLCM
250
Twin Lakes Capital Management
California
$92 – – –
7 8 9
10
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