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Copa Holdings
CPA

177 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, 43 increasing their positions, 67 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.52B → $2.77B (+$245M)

5.03% more ownership

Funds ownership: 103.99% → 109.02% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

3% less funds holding

Funds holding: 182 → 177 (-5)

33% less call options, than puts

Call options by funds: $8.55M | Put options by funds: $12.9M

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
177
Holders Change
-5
Holders Change %
-2.75%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
43
Reduced
67
Closed
37
Calls
$8.55M
Puts
$12.9M
Net Calls
-$4.31M
Net Calls Change
-$10.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$98.7M
2
Morgan Stanley
Morgan Stanley
New York
+$78.7M
3
SIM
Sprucegrove Investment Management
Ontario, Canada
+$67.2M
4
Principal Financial Group
Principal Financial Group
Iowa
+$49.6M
5
GC
Greenvale Capital
United Kingdom
+$31.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$33.9M
2
BIP
Brandes Investment Partners
California
-$30.3M
3
USGIU
U.S. Global Investors (USGI)
Texas
-$28.3M
4
II
INCA Investments
Florida
-$27.7M
5
Millennium Management
Millennium Management
New York
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
151
Compagnie Lombard Odier SCmA
Switzerland
$18K – – –
JWA
152
JFS Wealth Advisors
Pennsylvania
$17K -$6.9K -83 -28%
TRCT
153
Tower Research Capital (TRC)
New York
$15K -$367K -4,418 -96%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$13K -$2K -24 -13%
SPIA
155
Steward Partners Investment Advisory
New York
$12.3K – – –
EWA
156
Evolution Wealth Advisors
Florida
$8K -$74.8K -900 -90%
BCA
157
Berman Capital Advisors
Georgia
$8K – – –
WT
158
Whittier Trust
California
$8K – – –
JG
159
Jefferies Group
New York
$6.46K +$6.65K +80 New
TWA
160
TCI Wealth Advisors
Arizona
$5K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$5K +$4.99K +60 New
EVM
162
Eaton Vance Management
Massachusetts
$5K +$5.32K +64 New
AIC
163
Ameritas Investment Company
Nebraska
$4.61K +$4.74K +57 New
VFA
164
Valeo Financial Advisors
Indiana
$4K +$4.16K +50 New
HFS
165
Hantz Financial Services
Michigan
$3K -$3.08K -37 -51%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
S
167
SignatureFD
Georgia
$3K – – –
FHA
168
First Horizon Advisors
Tennessee
$2K – – –
PFBT
169
Parkside Financial Bank & Trust
Missouri
$2K – – –
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.41K +29 New
AssetMark Inc
171
AssetMark Inc
California
$1K +$83 +1 +10%
MWP
172
Meridian Wealth Partners
Pennsylvania
$1K +$1.25K +15 New
AIG
173
American International Group
New York
$30 -$2.58K -31 -8%
USGIU
174
U.S. Global Investors (USGI)
Texas
– -$28.3M -366,945 Closed
Wellington Management Group
175
Wellington Management Group
Massachusetts
– -$13.7M -177,312 Closed
5 6
7
8 9

CPA Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q1 2021, worth a combined $2.77B — up 9.7% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of CPA and 34 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Capital World Investors, adding an estimated $98.7M. The largest seller was Renaissance Technologies, cutting an estimated $33.9M.

  • 177 institutional investors held Copa Holdings (CPA) as of Q1 2021, down from 182 in Q4 2020.
  • Funds reported $2.77B of Copa Holdings stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 34 funds opened new Copa Holdings positions in Q1 2021 and 37 closed out, a net change of -3 holders.
  • The largest Copa Holdings buyer in Q1 2021 was Capital World Investors, an estimated $98.7M added.
  • The largest Copa Holdings seller in Q1 2021 was Renaissance Technologies, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.