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Copa Holdings
CPA

Overview Fund Activity

206 hedge funds and large institutions have $2.6B invested in Copa Holdings in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-21
Holders Change %
-9.25%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
75
Reduced
72
Closed
40
Calls
$24.8M
Puts
$30M
Net Calls
-$5.15M
Net Calls Change
+$1.74M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$450M
2
WM
Wishbone Management
Illinois
$33.3M
3
SSA
Schonfeld Strategic Advisors
New York
$43.3M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
$294M
5
Artisan Partners
Artisan Partners
Wisconsin
$20.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$263M
2
SC
Samlyn Capital
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$131M
4
Millennium Management
Millennium Management
New York
$45.9M
5
DCM
Driehaus Capital Management
Illinois
$982K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$10K – – –
QL
177
Quarry LP
New York
$8.38K -$14.9K -157 -64%
FFA
178
Frazier Financial Advisors
Ohio
$7.14K – – –
Legal & General Group
179
Legal & General Group
United Kingdom
$7.14K – – –
CAS
180
Coppell Advisory Solutions
Texas
$6.76K +$6.76K +71 New
AF
181
Allworth Financial
California
$5.14K -$184 -2 -3%
BTI
182
Blue Trust Inc
Georgia
$5.1K +$4.9K +47 +2,350%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.27K -32 -40%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$5K – – –
PS
185
Principal Securities
Iowa
$4.95K – – –
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$4.95K – – –
IA
187
IFP Advisors
Florida
$4.57K +$3.9K +41 +586%
ATPW
188
Ashton Thomas Private Wealth
Arizona
$3.24K -$257K -2,695 -99%
SS
189
Sunbelt Securities
Texas
$2.86K – – –
VAG
190
VisionPoint Advisory Group
Texas
$2.57K -$190 -2 -7%
PA
191
Parallel Advisors
California
$2.4K – – –
FFA
192
Farther Finance Advisors
California
$1.92K – – –
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.9K – – –
MG
194
Mather Group
Illinois
$1.88K -$1.04K -10 -36%
HI
195
Harbour Investments
Wisconsin
$1.52K – – –
CSC
196
Caldwell Sutter Capital
California
$1.05K – – –
CFO
197
CVA Family Office
Colorado
$1.05K +$1.05K +11 New
SIC
198
SJS Investment Consulting
Ohio
$953 – – –
SA
199
Scarborough Advisors
Maryland
$952 – – –
AFWM
200
Abich Financial Wealth Management
Virginia
$857 +$857 +9 New
6 7
8
9 10