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Copa Holdings
CPA

Overview Fund Activity

236 hedge funds and large institutions have $3.4B invested in Copa Holdings in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
36
Increased
94
Reduced
76
Closed
37
Calls
$14.9M
Puts
$44.6M
Net Calls
-$29.7M
Net Calls Change
+$41.1M

Top Buyers

1
SGDR
1
SPX Gestao de Recursos
Brazil
$842M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$276M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$26.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$115M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$64.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.43M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$8.42M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
201
Polar Capital
United Kingdom
$35.8K +$14K +147,490 +64%
PI
202
PineBridge Investments
New York
$24K -$11.4K -121 -32%
MYIA
203
Mount Yale Investment Advisors
Colorado
$23K +$23K +243 New
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$19K – – –
Barrow, Hanley, Mewhinney & Strauss
205
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K -$3.54K -37 -16%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +166 New
PCP
207
Proficio Capital Partners
Massachusetts
$15K +$9.25K +95 +161%
TAIM
208
TD Ameritrade Investment Management
Nebraska
$15K +$15K +154 New
SFSIG
209
San Francisco Sentry Investment Group
California
$11K – – –
NSIM
210
North Star Investment Management
Illinois
$10K +$10K +107 New
Bessemer Group
211
Bessemer Group
New Jersey
$9K – – –
SPIA
212
Steward Partners Investment Advisory
New York
$9K – – –
FHA
213
First Horizon Advisors
Tennessee
$7K +$7K +76 New
RE
214
RBC Europe
United Kingdom
$6.81K – – –
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$6K -$610 -6 -9%
TWA
216
TCI Wealth Advisors
Arizona
$6K +$581 +6 +11%
FIA
217
FNY Investment Advisers
New York
$5K +$5K +63 New
APA
218
American Portfolios Advisors
New York
$4.45K – – –
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4K – – –
CF
220
Centaurus Financial
California
$4K +$4K +46 New
S
221
SignatureFD
Georgia
$3K – – –
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +29 New
VFA
223
Valeo Financial Advisors
Indiana
$3K +$3K +36 New
PFSC
224
Peoples Financial Services Corp
Pennsylvania
$2K – – –
TRCT
225
Tower Research Capital (TRC)
New York
$1K -$287K -3,442 -100%
7 8
9
10 11