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Copa Holdings
CPA

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
42
Increased
68
Reduced
55
Closed
38
Calls
$17.9M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$50.2M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$43.5M
3
Millennium Management
Millennium Management
New York
+$26.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.9M
5
CAAM
Cape Ann Asset Management
United Kingdom
+$21.8M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$48.8M
2
Citigroup
Citigroup
New York
-$47M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.6M
4
SC
Shellback Capital
Massachusetts
-$18.5M
5
Franklin Resources
Franklin Resources
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$4.08M +$824K +8,692 +23%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$3.95M +$324K +3,418 +8%
Capital Fund Management (CFM)
53
Capital Fund Management (CFM)
France
$3.74M -$177K -1,870 -4%
VIM
54
VELA Investment Management
Ohio
$3.08M +$253K +2,671 +8%
Ameriprise
55
Ameriprise
Minnesota
$2.95M -$315K -3,320 -9%
LG
56
Leuthold Group
Minnesota
$2.74M +$2.96M +31,182 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$2.7M -$1.36M -14,341 -32%
CM
58
CM Management
Florida
$2.64M +$1.19M +12,500 +71%
Fidelity International
59
Fidelity International
Bermuda
$2.53M -$205K -2,163 -7%
Macquarie Group
60
Macquarie Group
Australia
$2.4M -$102K -1,078 -4%
Hudson Bay Capital Management
61
Hudson Bay Capital Management
Connecticut
$2.37M -$1.51M -15,914 -37%
ACM
62
Advent Capital Management
New York
$2.2M +$2.37M +25,000 New
LIP
63
Liontrust Investment Partners
United Kingdom
$2.19M – – –
SOADOR
64
State of Alaska Department of Revenue
Alaska
$2.16M – – –
MFS
65
Mirabella Financial Services
United Kingdom
$2.13M +$2.3M +24,260 New
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$1.92M +$950K +10,013 +84%
PP
67
PDT Partners
New York
$1.86M -$1.63M -17,164 -45%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M -$1.6M -16,860 -44%
KAS
69
Kestra Advisory Services
Texas
$1.83M +$286K +3,016 +17%
Northern Trust
70
Northern Trust
Illinois
$1.83M +$326K +3,433 +20%
Citigroup
71
Citigroup
New York
$1.66M -$47M -495,818 -96%
KIM
72
Kestra Investment Management
Texas
$1.63M +$958K +10,100 +119%
RPSA
73
Richard P. Slaughter Associates
Texas
$1.5M -$114K -1,202 -7%
MCM
74
Moerus Capital Management
New York
$1.47M – – –
Assenagon Asset Management
75
Assenagon Asset Management
Luxembourg
$1.44M +$1.55M +16,368 New
1 2
3
4 5

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.