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Copa Holdings

192 hedge funds and large institutions have $2.14B invested in Copa Holdings in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3.08% more ownership

Funds ownership: 84.59%87.67% (+3.1%)

11% less funds holding

Funds holding: 216192 (-24)

22% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 76

35% less capital invested

Capital invested by funds: $3.31B → $2.14B (-$1.17B)

39% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 54

42% less call options, than puts

Call options by funds: $9.63M | Put options by funds: $16.6M

Holders
192
Holders Change
-24
Holders Change %
-11.11%
% of All Funds
4.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
59
Reduced
76
Closed
54
Calls
$9.63M
Puts
$16.6M
Net Calls
-$6.99M
Net Calls Change
+$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
51
Geode Capital Management
Massachusetts
$6.67M +$12.2K +156 +0.2%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$6.23M -$1.27M -16,163 -17%
Deutsche Bank
53
Deutsche Bank
Germany
$6.2M -$8.06M -102,938 -57%
CG
54
Compass Group
New York
$6.18M -$3.13M -40,000 -34%
Stifel Financial
55
Stifel Financial
Missouri
$4.86M -$150K -1,911 -3%
ACM
56
Advisors Capital Management
New Jersey
$4.85M +$286K +3,651 +6%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$4.82M +$522K +6,666 +12%
Marshall Wace
58
Marshall Wace
United Kingdom
$4.82M +$1.99M +25,405 +71%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$4.81M +$1.11M +14,122 +30%
Millennium Management
60
Millennium Management
New York
$4.8M +$4.78M +60,997 New
Vanguard Group
61
Vanguard Group
Pennsylvania
$4.28M -$16.5M -210,422 -79%
IUHSA
62
Itau Unibanco Holding S.A.
Brazil
$4.06M -$3.8M -48,528 -48%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.97M -$43.8K -560 -1%
ACI
64
AMP Capital Investors
Australia
$3.94M -$95.8K -1,224 -2%
LBA
65
Letko, Brosseau & Associates
Quebec, Canada
$3.94M +$3.91M +50,000 New
VOYA Investment Management
66
VOYA Investment Management
Georgia
$3.88M -$83.3K -1,064 -2%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$3.75M -$10.3M -131,811 -73%
DAM
68
Deltec Asset Management
New York
$3.71M -$2.51M -32,100 -40%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$2.88M +$1.35M +17,300 +89%
Prudential Financial
70
Prudential Financial
New Jersey
$2.84M -$971K -12,400 -26%
FCM
71
Flinton Capital Management
Pennsylvania
$2.8M -$3.73M -47,634 -57%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.77M +$19.6K +250 +0.7%
Nomura Asset Management
73
Nomura Asset Management
Japan
$2.77M +$2.36M +30,100 +590%
SC
74
Saturna Capital
Washington
$2.68M
TCA
75
Teewinot Capital Advisers
New York
$2.64M +$2.62M +33,500 New

CPA Hedge Fund Activity: Q4 2018 in Review

192 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q4 2018, worth a combined $2.14B — down 35% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of CPA and 33 opened new positions — a net loss of 21 holders — while 76 trimmed existing stakes and 59 added.

The largest buyer was Fidelity International, adding an estimated $62.1M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $1.2B sold.

  • 192 institutional investors held Copa Holdings (CPA) as of Q4 2018, down from 216 in Q3 2018.
  • Funds reported $2.14B of Copa Holdings stock for Q4 2018, down 35% quarter-over-quarter.
  • 33 funds opened new Copa Holdings positions in Q4 2018 and 54 closed out, a net change of -21 holders.
  • The largest Copa Holdings buyer in Q4 2018 was Fidelity International, an estimated $62.1M added.
  • The largest Copa Holdings seller in Q4 2018 was SPX Gestao de Recursos, an estimated $1.2B sold.

Based on aggregated 13F filings for Q4 2018.