We are live on ! Find out more
CPA icon

Copa Holdings

195 hedge funds and large institutions have $2.61B invested in Copa Holdings in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

2.05% more ownership

Funds ownership: 88.74%90.79% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $2.6B → $2.61B (+$17.1M)

6% less funds holding

Funds holding: 207195 (-12)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

37% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $27.6M

Holders
195
Holders Change
-12
Holders Change %
-5.8%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
32
Increased
66
Reduced
65
Closed
43
Calls
$17.4M
Puts
$27.6M
Net Calls
-$10.2M
Net Calls Change
-$5.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
126
Vanguard Group
Pennsylvania
$447K
VFA
127
Valeo Financial Advisors
Indiana
$440K
Squarepoint
128
Squarepoint
New York
$422K +$407K +4,500 New
SMDAM
129
Sumitomo Mitsui DS Asset Management
Japan
$405K
Neuberger Berman Group
130
Neuberger Berman Group
New York
$398K +$13.6K +150 +4%
MMA
131
Miracle Mile Advisors
California
$389K
BlackRock
132
BlackRock
New York
$372K -$2.26M -25,004 -86%
CA
133
Carson Advisory
Georgia
$351K +$4.34K +48 +1%
Simplex Trading
134
Simplex Trading
Illinois
$347K +$334K +3,698 New
Bank of New York Mellon
135
Bank of New York Mellon
New York
$344K -$60.8K -672 -15%
PTC
136
Petrus Trust Company
Texas
$302K +$291K +3,219 New
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$298K +$4.61K +51 +2%
NC
138
nVerses Capital
Florida
$291K +$280K +3,100 New
SFM
139
Signet Financial Management
New Jersey
$289K -$4.25K -47 -2%
LPL Financial
140
LPL Financial
California
$288K +$32.5K +360 +13%
LSA
141
Leonteq Securities AG
Switzerland
$283K +$31.8K +352 +13%
FC
142
FCA Corp
Texas
$282K
HCA
143
Hyperion Capital Advisors
New York
$282K +$271K +3,000 New
VT
144
Vise Technologies
New York
$275K +$65.5K +724 +33%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$257K +$104K +1,150 +73%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$252K
Mariner
147
Mariner
Kansas
$246K -$30K -332 -11%
ORG
148
Optimist Retirement Group
Washington
$240K +$231K +2,556 New
XT
149
XTX Topco
Cayman Islands
$229K -$591K -6,542 -73%
PCM
150
PenderFund Capital Management
British Columbia, Canada
$228K +$163K +1,800 New

CPA Hedge Fund Activity: Q3 2024 in Review

195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q3 2024, worth a combined $2.61B — up 0.66% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CPA and 32 opened new positions — a net loss of 11 holders — while 65 trimmed existing stakes and 66 added.

The largest buyer was Carrhae Capital, opening a new position worth an estimated $50.3M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $43.3M sold.

  • 195 institutional investors held Copa Holdings (CPA) as of Q3 2024, down from 207 in Q2 2024.
  • Funds reported $2.61B of Copa Holdings stock for Q3 2024, up 0.66% quarter-over-quarter.
  • 32 funds opened new Copa Holdings positions in Q3 2024 and 43 closed out, a net change of -11 holders.
  • The largest Copa Holdings buyer in Q3 2024 was Carrhae Capital, an estimated $50.3M added.
  • The largest Copa Holdings seller in Q3 2024 was Schonfeld Strategic Advisors, an estimated $43.3M sold.

Based on aggregated 13F filings for Q3 2024.