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Copa Holdings

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: 195196 (+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: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
101
Legend Financial Advisors
Pennsylvania
$676K +$38.5K +406 +6%
BlackRock
102
BlackRock
New York
$665K +$342K +3,606 +91%
Dodge & Cox
103
Dodge & Cox
California
$646K
Polen Capital Management
104
Polen Capital Management
Florida
$641K -$221K -2,335 -24%
PFMU
105
Privium Fund Management (UK)
United Kingdom
$624K +$16.9K +178 +3%
MIP
106
Marietta Investment Partners
Wisconsin
$609K -$2.56K -27 -0.4%
Jane Street
107
Jane Street
New York
$569K -$1.2M -12,667 -66%
GCP
108
GSA Capital Partners
United Kingdom
$568K -$371K -3,916 -38%
CWA
109
Carolina Wealth Advisors
South Carolina
$563K +$15.7K +166 +3%
HPG
110
Harvest Portfolios Group
Ontario, Canada
$548K -$116K -1,222 -16%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$548K
HF
112
HRT Financial
New York
$501K -$45.1K -476 -8%
QCM
113
Quantinno Capital Management
New York
$497K +$41.6K +439 +8%
EAM
114
Everstar Asset Management
North Carolina
$497K +$26.7K +282 +5%
Simplex Trading
115
Simplex Trading
Illinois
$484K +$173K +1,820 +49%
Verition Fund Management
116
Verition Fund Management
Connecticut
$444K +$479K +5,055 New
RC
117
RBF Capital
California
$439K
Wolverine Trading
118
Wolverine Trading
Illinois
$431K +$467K +4,926 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$423K -$109K -1,146 -19%
VFA
120
Valeo Financial Advisors
Indiana
$412K
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$411K +$443K +4,675 New
CCIA
122
Campbell & Co Investment Adviser
Maryland
$404K -$473K -4,990 -52%
SMDAM
123
Sumitomo Mitsui DS Asset Management
Japan
$380K
Neuberger Berman Group
124
Neuberger Berman Group
New York
$378K +$5.22K +55 +1%
MMA
125
Miracle Mile Advisors
California
$365K

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.