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Copa Holdings

149 hedge funds and large institutions have $2.55B invested in Copa Holdings in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% less ownership

Funds ownership: 109.02%107.42% (-1.6%)

8% less capital invested

Capital invested by funds: $2.77B → $2.55B (-$215M)

16% less funds holding

Funds holding: 177149 (-28)

26% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 58

52% less call options, than puts

Call options by funds: $8.74M | Put options by funds: $18.1M

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 46

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
149
Holders Change
-28
Holders Change %
-15.82%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
20
Increased
43
Reduced
58
Closed
46
Calls
$8.74M
Puts
$18.1M
Net Calls
-$9.32M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$13.1M +$14M +174,235 New
Invesco
27
Invesco
Georgia
$12.7M +$9.59M +119,132 +242%
LBA
28
Letko, Brosseau & Associates
Quebec, Canada
$12.4M
Millennium Management
29
Millennium Management
New York
$9.79M +$7.18M +89,122 +218%
HP
30
Hosking Partners
United Kingdom
$9.55M -$110K -1,370 -1%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$9.54M -$219K -2,713 -2%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$9.43M -$13.3M -165,331 -57%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$8.97M +$154K +1,914 +2%
MFIMFI
34
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.85M +$9.46M +117,505 New
PPA
35
Parametric Portfolio Associates
Washington
$8.55M -$536K -6,660 -6%
COPPSERS
36
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.89M
N
37
Nuveen
North Carolina
$7.59M +$302K +3,744 +4%
MAM
38
Majedie Asset Management
United Kingdom
$7.5M +$2.69M +33,378 +50%
Victory Capital Management
39
Victory Capital Management
Texas
$6.87M +$931K +11,561 +15%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$6.53M +$98.2K +1,219 +1%
Northern Trust
41
Northern Trust
Illinois
$6.36M -$628K -7,795 -8%
Goldman Sachs
42
Goldman Sachs
New York
$5.64M -$9.53M -118,281 -61%
Ameriprise
43
Ameriprise
Minnesota
$5.57M -$661K -8,203 -10%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.56M -$154K -1,914 -3%
Artisan Partners
45
Artisan Partners
Wisconsin
$5.53M +$996K +12,362 +20%
1CM
46
1492 Capital Management
Wisconsin
$4.44M +$14.7K +182 +0.3%
PSCM
47
Prince Street Capital Management
New York
$4.25M +$1.36M +16,900 +43%
DAM
48
Deltec Asset Management
New York
$4.2M +$942K +11,700 +27%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$4.04M -$62.8K -780 -1%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$3.97M -$20.4M -253,280 -83%

CPA Hedge Fund Activity: Q2 2021 in Review

149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q2 2021, worth a combined $2.55B — down 7.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CPA and 20 opened new positions — a net loss of 26 holders — while 58 trimmed existing stakes and 43 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $39.1M. The largest seller was Greenvale Capital, exiting entirely with an estimated $30.7M sold.

  • 149 institutional investors held Copa Holdings (CPA) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $2.55B of Copa Holdings stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 20 funds opened new Copa Holdings positions in Q2 2021 and 46 closed out, a net change of -26 holders.
  • The largest Copa Holdings buyer in Q2 2021 was Macquarie Group, an estimated $39.1M added.
  • The largest Copa Holdings seller in Q2 2021 was Greenvale Capital, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2021.