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Copa Holdings

207 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, 73 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

0.5% more ownership

Funds ownership: 88.25%88.74% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less capital invested

Capital invested by funds: $2.86B → $2.6B (-$260M)

9% less funds holding

Funds holding: 228207 (-21)

17% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $30M

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
207
Holders Change
-21
Holders Change %
-9.21%
% of All Funds
2.99%
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
73
Closed
40
Calls
$24.8M
Puts
$30M
Net Calls
-$5.15M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$13.9K +$3.49K +35 +32%
Bessemer Group
177
Bessemer Group
New Jersey
$10K
QL
178
Quarry LP
New York
$8.38K -$15.7K -157 -64%
FFA
179
Frazier Financial Advisors
Ohio
$7.14K
Legal & General Group
180
Legal & General Group
United Kingdom
$7.14K
CAS
181
Coppell Advisory Solutions
Texas
$6.76K +$7.09K +71 New
AF
182
Allworth Financial
California
$5.14K -$200 -2 -3%
BTI
183
Blue Trust Inc
Georgia
$5.1K +$4.69K +47 +2,350%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.19K -32 -40%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$5K
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$4.95K
PS
187
Principal Securities
Iowa
$4.95K
IA
188
IFP Advisors
Florida
$4.57K +$4.09K +41 +586%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$3.24K -$269K -2,695 -99%
SS
190
Sunbelt Securities
Texas
$2.85K
VAG
191
VisionPoint Advisory Group
Texas
$2.57K -$200 -2 -7%
PA
192
Parallel Advisors
California
$2.4K
FFA
193
Farther Finance Advisors
California
$1.92K
JWA
194
JFS Wealth Advisors
Pennsylvania
$1.9K
MG
195
Mather Group
Illinois
$1.88K -$998 -10 -36%
HI
196
Harbour Investments
Wisconsin
$1.52K
CSC
197
Caldwell Sutter Capital
California
$1.05K
CFO
198
CVA Family Office
Colorado
$1.05K +$1.1K +11 New
SIC
199
SJS Investment Consulting
Ohio
$953
SA
200
Scarborough Advisors
Maryland
$952

CPA Hedge Fund Activity: Q2 2024 in Review

207 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q2 2024, worth a combined $2.6B — down 9.1% from $2.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CPA and 19 opened new positions — a net loss of 21 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Capital World Investors, adding an estimated $65.4M. The largest seller was JP Morgan Chase, cutting an estimated $41.5M.

  • 207 institutional investors held Copa Holdings (CPA) as of Q2 2024, down from 228 in Q1 2024.
  • Funds reported $2.6B of Copa Holdings stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 19 funds opened new Copa Holdings positions in Q2 2024 and 40 closed out, a net change of -21 holders.
  • The largest Copa Holdings buyer in Q2 2024 was Capital World Investors, an estimated $65.4M added.
  • The largest Copa Holdings seller in Q2 2024 was JP Morgan Chase, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2024.