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Copa Holdings
CPA

Overview Fund Activity

233 hedge funds and large institutions have $2.55B invested in Copa Holdings in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 106 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-47
Holders Change %
-16.79%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
24
Increased
66
Reduced
106
Closed
69
Calls
$17.3M
Puts
$15M
Net Calls
+$2.29M
Net Calls Change
-$49K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$214M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$343M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
5
SC
Shellback Capital
Massachusetts
$28.7M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.48M
2
Millennium Management
Millennium Management
New York
$43.1M
3
BlackRock
BlackRock
New York
$55.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
State Street
State Street
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$14K +$7.57K +86 +118%
EWA
202
EverSource Wealth Advisors
Alabama
$11.5K +$712 +8 +7%
Bessemer Group
203
Bessemer Group
New Jersey
$9K – – –
WT
204
Whittier Trust
California
$8.91K – – –
RhumbLine Advisers
205
RhumbLine Advisers
Massachusetts
$8.82K +$8.82K +99 New
VWM
206
Venturi Wealth Management
Texas
$7.93K +$7.93K +89 New
CA
207
Centerpoint Advisors
Massachusetts
$7K – – –
Legal & General Group
208
Legal & General Group
United Kingdom
$6.68K +$4.1K +46 +159%
QL
209
Quarry LP
New York
$6.24K -$11.7K -131 -65%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$5K – – –
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$5K +$4.71K +48 +1,600%
AWM
212
Avior Wealth Management
Nebraska
$4.63K – – –
SS
213
Sunbelt Securities
Texas
$4.55K +$1.87K +21 +70%
HGERS
214
Householder Group Estate & Retirement Specialist
Arizona
$4.55K +$4.55K +51 New
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$4.46K – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.31K -16 -25%
VAG
217
VisionPoint Advisory Group
Texas
$3.56K +$3.12K +35 +700%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$2.23K – – –
AF
219
Allworth Financial
California
$2.23K +$2.23K +25 New
LF
220
Lee Financial
Texas
$2.07K – – –
PA
221
Parallel Advisors
California
$2.05K – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.96K – – –
BAAM
223
Baker Avenue Asset Management
California
$1.87K +$1.87K +21 New
OP
224
ORG Partners
Indiana
$1.34K -$2.05K -23 -61%
SIC
225
SJS Investment Consulting
Ohio
$714 -$179 -2 -20%
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