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Copa Holdings

280 hedge funds and large institutions have $3.56B invested in Copa Holdings in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+29
Holders Change %
+11.55%
% of All Funds
4.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
70
Increased
91
Reduced
83
Closed
41
Calls
$14.3M
Puts
$12M
Net Calls
+$2.34M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$11K
CA
252
Centerpoint Advisors
Massachusetts
$9K
Loomis, Sayles & Company
253
Loomis, Sayles & Company
Massachusetts
$8K -$17.8K -162 -69%
IA
254
IFP Advisors
Florida
$7.3K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.23K +30 +86%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$6K
AWM
257
Avior Wealth Management
Nebraska
$5.75K
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$5.53K
OP
259
ORG Partners
Indiana
$4K +$4K +38 New
SS
260
Sunbelt Securities
Texas
$3.32K
Legal & General Group
261
Legal & General Group
United Kingdom
$3.21K -$239K -2,165 -99%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2.77K
PA
263
Parallel Advisors
California
$2.55K
LF
264
Lee Financial
Texas
$2.54K
JWA
265
JFS Wealth Advisors
Pennsylvania
$2.43K
SIC
266
SJS Investment Consulting
Ohio
$1.11K
FSWA
267
Financial Synergies Wealth Advisors
Texas
$775 +$775 +7 New
AF
268
Advisornet Financial
Minnesota
$774 -$111 -1 -13%
DI
269
Disciplined Investments
Oklahoma
$663 -$111 -1 -14%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$663
LC
271
Lindbrook Capital
California
$663 +$221 +2 +50%
VAG
272
VisionPoint Advisory Group
Texas
$553 +$553 +5 New
QCG
273
Quadrant Capital Group
Ohio
$443 -$111 -1 -20%
EARNEST Partners
274
EARNEST Partners
Georgia
$221
ACM
275
Antonetti Capital Management
Florida
$221 +$221 +2 New