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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
Legal & General Group
151
Legal & General Group
United Kingdom
$29K
VCM
152
Versant Capital Management
Arizona
$23.6K +$24.9K +263 +4,383%
HCP
153
Hexagon Capital Partners
Arkansas
$12.4K -$59.1K -623 -82%
ACA
154
Atlas Capital Advisors
Wyoming
$9.4K -$34.1K -359 -77%
US Bancorp
155
US Bancorp
Minnesota
$9.23K +$9.96K +105 New
Bessemer Group
156
Bessemer Group
New Jersey
$9K
Group One Trading
157
Group One Trading
Illinois
$8.79K +$9.48K +100 New
MAS
158
MPWM Advisory Solutions
Georgia
$8.79K +$9.48K +100 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$7.82K +$7.49K +79 +790%
TRCT
160
Tower Research Capital (TRC)
New York
$7.73K -$193K -2,037 -96%
GRP
161
Global Retirement Partners
California
$7.61K +$8.25K +87 New
IA
162
IFP Advisors
Florida
$6.86K +$2.85K +30 +63%
FFA
163
Frazier Financial Advisors
Ohio
$6.56K
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$5.27K -$466K -4,917 -99%
BIG
165
Brooklyn Investment Group
New York
$5.18K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$5.01K +$5.03K +53 +1,325%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$4K -$95 -1 -2%
SS
168
SBI Securities
Japan
$3.16K +$3.42K +36 New
SWM
169
Sugarloaf Wealth Management
Georgia
$3.08K +$3.32K +35 New
RhumbLine Advisers
170
RhumbLine Advisers
Massachusetts
$2.63K +$2.66K +28 +1,400%
SS
171
Sunbelt Securities
Texas
$2.62K
PA
172
Parallel Advisors
California
$2.58K +$379 +4 +16%
MG
173
Mather Group
Illinois
$2.2K
1IA
174
1620 Investment Advisors
Massachusetts
$2.2K +$2.37K +25 New
FFA
175
Farther Finance Advisors
California
$2.11K -$379 -4 -14%

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.