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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
Bank of New York Mellon
126
Bank of New York Mellon
New York
$326K +$4.08K +43 +1%
XT
127
XTX Topco
Cayman Islands
$325K +$120K +1,262 +52%
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$323K -$1.49M -15,673 -81%
VF
129
Virtu Financial
New York
$289K +$312K +3,285 New
LPL Financial
130
LPL Financial
California
$282K +$12.5K +132 +4%
HCA
131
Hyperion Capital Advisors
New York
$264K
TWPM
132
Total Wealth Planning & Management
Florida
$244K +$263K +2,777 New
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$241K +$260K +2,744 New
SG Americas Securities
134
SG Americas Securities
New York
$239K +$122K +1,288 +90%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$238K -$2.47K -26 -1%
SPIA
136
Steward Partners Investment Advisory
New York
$236K +$49.4K +521 +24%
PCM
137
PenderFund Capital Management
British Columbia, Canada
$235K +$6.07K +64 +4%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$225K +$243K +2,558 New
RCG
139
Ruane, Cunniff & Goldfarb
New York
$225K +$242K +2,555 New
Mariner
140
Mariner
Kansas
$205K -$26.1K -275 -11%
SFM
141
Signet Financial Management
New Jersey
$203K -$73.5K -775 -25%
PCM
142
Penserra Capital Management
California
$166K +$25.7K +271 +17%
Walleye Capital
143
Walleye Capital
New York
$155K +$167K +1,761 New
LSA
144
Leonteq Securities AG
Switzerland
$143K -$132K -1,387 -46%
SCM
145
Sterling Capital Management
North Carolina
$117K
EWA
146
EverSource Wealth Advisors
Alabama
$87.1K +$56.1K +591 +148%
Walleye Trading
147
Walleye Trading
New York
$84.1K +$90.8K +957 New
BIA
148
Bell Investment Advisors
California
$61.8K +$7.3K +77 +12%
EPIMS
149
Evelyn Partners Investment Management Services
$46.4K +$50.1K +528 New
Osaic Holdings
150
Osaic Holdings
Arizona
$36.4K +$16.1K +170 +70%

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.