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Copa Holdings
CPA

Overview Fund Activity

233 hedge funds and large institutions have $2.55B invested in Copa Holdings in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 106 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-47
Holders Change %
-16.79%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
66
Reduced
106
Closed
69
Calls
$17.3M
Puts
$15M
Net Calls
+$2.29M
Net Calls Change
-$49K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$214M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$343M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
5
SC
Shellback Capital
Massachusetts
$28.7M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.48M
2
Millennium Management
Millennium Management
New York
$43.1M
3
BlackRock
BlackRock
New York
$55.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
126
Credit Agricole
France
$823K -$11.7K -131 -1%
FHB
127
First Hawaiian Bank
Hawaii
$807K – – –
FWM
128
Forefront Wealth Management
Pennsylvania
$794K +$794K +8,907 New
LP
129
LMR Partners
United Kingdom
$772K – – –
FC
130
FORA Capital
Florida
$726K +$726K +8,148 New
Verition Fund Management
131
Verition Fund Management
Connecticut
$691K +$427K +4,795 +162%
MWPCG
132
Measured Wealth Private Client Group
New Hampshire
$673K +$83.6K +938 +14%
SGI
133
Summit Global Investments
Utah
$667K -$1.08M -12,075 -62%
DTL
134
Dynamic Technology Lab
Singapore
$662K -$795K -8,917 -55%
Dodge & Cox
135
Dodge & Cox
California
$655K – – –
HF
136
HRT Financial
New York
$626K -$12.2M -136,969 -95%
MIP
137
Marietta Investment Partners
Wisconsin
$579K -$4.28K -48 -0.7%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$556K – – –
CWA
139
Carolina Wealth Advisors
South Carolina
$549K +$549K +6,159 New
MCM
140
MAI Capital Management
Ohio
$547K -$69.7K -782 -11%
LFA
141
Legend Financial Advisors
Pennsylvania
$547K +$2.85K +32 +0.5%
QCM
142
Quantinno Capital Management
New York
$539K +$539K +6,051 New
Jane Street
143
Jane Street
New York
$531K -$20.4M -229,314 -97%
NRD
144
Nebula Research & Development
New York
$519K +$14.7K +165 +3%
BCM
145
Bayesian Capital Management
New York
$508K +$508K +5,700 New
Stifel Financial
146
Stifel Financial
Missouri
$505K -$43.9K -492 -8%
HighTower Advisors
147
HighTower Advisors
Illinois
$492K +$492K +5,491 New
CGA
148
Channing Global Advisors
Florida
$487K – – –
DC
149
Davenport & Co
Virginia
$467K +$103K +1,160 +28%
TC
150
TownSquare Capital
Utah
$452K -$51.7K -580 -10%
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6
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