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Copa Holdings
CPA

Overview Fund Activity

233 hedge funds and large institutions have $2.55B invested in Copa Holdings in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 106 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-47
Holders Change %
-16.79%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
66
Reduced
106
Closed
69
Calls
$17.3M
Puts
$15M
Net Calls
+$2.29M
Net Calls Change
-$49K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$214M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$343M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
5
SC
Shellback Capital
Massachusetts
$28.7M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.48M
2
Millennium Management
Millennium Management
New York
$43.1M
3
BlackRock
BlackRock
New York
$55.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
276
Neo Ivy Capital Management
New York
– -$381K -3,441 Closed
MAM
277
Martingale Asset Management
Massachusetts
– -$322K -2,915 Closed
CAS
278
CTC Alternative Strategies
Illinois
– -$301K -2,720 Closed
HCA
279
Harbour Capital Advisors
Virginia
– -$295K -2,645 Closed
BL
280
Balentine LLC
Georgia
– -$268K -2,425 Closed
AC
281
AXQ Capital
New Jersey
– -$248K -2,241 Closed
CS
282
Credit Suisse
Switzerland
– -$232K -2,101 Closed
SFI
283
Susquehanna Fundamental Investments
Pennsylvania
– -$232K -2,100 Closed
WI
284
WrapManager Inc
California
– -$231K -2,086 Closed
WMWM
285
Whitaker-Myers Wealth Managers
Ohio
– -$229K -2,068 Closed
SA
286
Shilanski & Associates
Alaska
– -$226K -2,041 Closed
VIA
287
Vident Investment Advisory
Georgia
– -$211K -1,912 Closed
VAS
288
Vestmark Advisory Solutions
Massachusetts
– -$211K -1,910 Closed
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
– -$208K -1,885 Closed
Neuberger Berman Group
290
Neuberger Berman Group
New York
– -$203K -1,837 Closed
C
291
Covestor
United Kingdom
– -$118K -1,069 Closed
TAM
292
Tucker Asset Management
Colorado
– -$48.9K -442 Closed
FMP
293
Financial Management Professionals
Texas
– -$34K -311 Closed
EC
294
Elequin Capital
New York
– -$33.8K -306 Closed
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
– -$24K -217 Closed
FSWA
296
Financial Synergies Wealth Advisors
Texas
– -$775 -7 Closed
DI
297
Disciplined Investments
Oklahoma
– -$663 -6 Closed
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
– -$663 -6 Closed
LC
299
Lindbrook Capital
California
– -$663 -6 Closed
QCG
300
Quadrant Capital Group
Ohio
– -$443 -4 Closed
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