Copa Holdings
196 hedge funds and large institutions have $2.44B invested in Copa Holdings in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 38 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 55
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
1% more funds holding
Funds holding: 195 → 196 (+1)
0.4% less ownership
Funds ownership: 90.79% → 90.4% (-0.4%)
7% less capital invested
Capital invested by funds: $2.61B → $2.44B (-$178M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
54% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $38.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$50.2M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$43.5M |
| 3 |
Millennium Management
New York
|
+$26.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.9M |
| 5 |
CAAM
Cape Ann Asset Management
London,
United Kingdom
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$48.8M |
| 2 |
Citigroup
New York
|
-$47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.6M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$18.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIFH
226
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$43K | -460 | Closed |
|
|
BTI
227
Blue Trust Inc
Alpharetta,
Georgia
| – | -$17.1K | -180 | Closed |
|
|
NA
228
NewEdge Advisors
New Orleans,
Louisiana
| – | -$7.04K | -75 | Closed |
|
|
CAS
229
Coppell Advisory Solutions
Coppell,
Texas
| – | -$6.78K | -71 | Closed |
|
230
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$3.75K | -40 | Closed |
|
|
CSC
231
Caldwell Sutter Capital
Sausalito,
California
| – | -$1.03K | -11 | Closed |
|
|
GJWM
232
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$375 | -4 | Closed |
|
|
CA
233
Claris Advisors
St. Louis,
Missouri
| – | -$188 | -2 | Closed |
|
|
WTFG
234
Wood Tarver Financial Group
Boise,
Idaho
| – | +$285 | +3 | New |
|
CPA Hedge Fund Activity: Q4 2024 in Review
196 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q4 2024, worth a combined $2.44B — down 6.8% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CPA positions and 38 closed out — a net gain of 4 holders — while 68 added to existing stakes and 55 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $50.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $48.8M.
- 196 institutional investors held Copa Holdings (CPA) as of Q4 2024, up from 195 in Q3 2024.
- Funds reported $2.44B of Copa Holdings stock for Q4 2024, down 6.8% quarter-over-quarter.
- 42 funds opened new Copa Holdings positions in Q4 2024 and 38 closed out, a net change of +4 holders.
- The largest Copa Holdings buyer in Q4 2024 was CAPTRUST Financial Advisors, an estimated $50.2M added.
- The largest Copa Holdings seller in Q4 2024 was Baillie Gifford & Co, an estimated $48.8M sold.
Based on aggregated 13F filings for Q4 2024.