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Copa Holdings
CPA

Overview Fund Activity

251 hedge funds and large institutions have $2.99B invested in Copa Holdings in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+42
Holders Change %
+20.1%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
82
Reduced
78
Closed
15
Calls
$7.74M
Puts
$8.11M
Net Calls
-$369K
Net Calls Change
-$394K

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
3
Capital World Investors
Capital World Investors
California
$338M
4
BlackRock
BlackRock
New York
$221M
5
DCM
Driehaus Capital Management
Illinois
$18.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$27.3M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$372M
3
Marshall Wace
Marshall Wace
United Kingdom
$9.6M
4
SSA
Schonfeld Strategic Advisors
New York
$6.97M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
126
VELA Investment Management
Ohio
$1.1M – – –
Franklin Resources
127
Franklin Resources
California
$1.08M -$60K -650 -5%
SFI
128
SPC Financial Inc
Maryland
$1.07M +$192K +2,081 +22%
EI
129
Ellevest Inc
New York
$1.05M +$80.6K +873 +8%
AllianceBernstein
130
AllianceBernstein
Tennessee
$1M +$366K +3,965 +58%
California State Teachers Retirement System (CalSTRS)
131
California State Teachers Retirement System (CalSTRS)
California
$982K -$90.3K -978 -8%
PRC
132
Pearl River Capital
Michigan
$910K +$309K +3,341 +51%
CCIA
133
Campbell & Co Investment Adviser
Maryland
$907K +$354K +3,829 +64%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$866K +$349K +3,776 +67%
LP
135
LMR Partners
United Kingdom
$855K +$855K +9,260 New
MMA
136
Miracle Mile Advisors
California
$854K – – –
Credit Agricole
137
Credit Agricole
France
$853K +$853K +9,239 New
BCM
138
Bayesian Capital Management
New York
$844K +$844K +9,135 New
OP
139
Oldfield Partners
United Kingdom
$840K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$824K +$824K +8,920 New
Dodge & Cox
141
Dodge & Cox
California
$767K – – –
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$745K -$12K -130 -2%
MCM
143
MAI Capital Management
Ohio
$744K +$228K +2,468 +44%
TCM
144
Teza Capital Management
Illinois
$695K +$695K +7,525 New
HCMT
145
Highland Capital Management (Tennessee)
Tennessee
$669K +$59K +639 +10%
Stifel Financial
146
Stifel Financial
Missouri
$664K -$82.6K -894 -11%
LFA
147
Legend Financial Advisors
Pennsylvania
$637K +$17.9K +194 +3%
BL
148
Balentine LLC
Georgia
$625K +$625K +6,765 New
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$619K +$619K +6,699 New
MIP
150
Marietta Investment Partners
Wisconsin
$594K +$3.69K +40 +0.6%
4 5
6
7 8