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Copa Holdings
CPA

Overview Fund Activity

176 hedge funds and large institutions have $2.77B invested in Copa Holdings in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 67 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
42
Reduced
67
Closed
37
Calls
$8.56M
Puts
$12.9M
Net Calls
-$4.31M
Net Calls Change
-$10.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$151M
2
Morgan Stanley
2
Morgan Stanley
New York
$82.6M
3
SIM
3
Sprucegrove Investment Management
Ontario, Canada
$317M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$48.2M
5
GC
5
Greenvale Capital
United Kingdom
$30.7M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$42.9M
2
BIP
2
Brandes Investment Partners
California
$70.6M
3
USGIU
3
U.S. Global Investors (USGI)
Texas
$0
4
II
4
INCA Investments
Florida
$7.32M
5
Millennium Management
5
Millennium Management
New York
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$17K -$6.59K -83 -28%
TRCT
152
Tower Research Capital (TRC)
New York
$15K -$356K -4,418 -96%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$13K -$1.95K -24 -13%
SPIA
154
Steward Partners Investment Advisory
New York
$12.3K – – –
EWA
155
Evolution Wealth Advisors
Florida
$8K -$72K -900 -90%
BCA
156
Berman Capital Advisors
Georgia
$8K – – –
WT
157
Whittier Trust
California
$8K – – –
JG
158
Jefferies Group
New York
$6.46K +$6.46K +80 New
TWA
159
TCI Wealth Advisors
Arizona
$5K – – –
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +60 New
EVM
161
Eaton Vance Management
Massachusetts
$5K +$5K +64 New
AIC
162
Ameritas Investment Company
Nebraska
$4.61K +$4.61K +57 New
VFA
163
Valeo Financial Advisors
Indiana
$4K +$4K +50 New
HFS
164
Hantz Financial Services
Michigan
$3K -$3.08K -37 -51%
S
165
SignatureFD
Georgia
$3K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FHA
167
First Horizon Advisors
Tennessee
$2K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$2K – – –
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +29 New
AssetMark Inc
170
AssetMark Inc
California
$1K +$91 +1 +10%
MWP
171
Meridian Wealth Partners
Pennsylvania
$1K +$1K +15 New
AIG
172
American International Group
New York
$30 -$2 -31 -8%
USGIU
173
U.S. Global Investors (USGI)
Texas
– -$28.3M -366,945 Closed
Wellington Management Group
174
Wellington Management Group
Massachusetts
– -$13.7M -177,312 Closed
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
– -$13.1M -169,674 Closed
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