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Copa Holdings

226 hedge funds and large institutions have $2.98B invested in Copa Holdings in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
43
Increased
70
Reduced
80
Closed
47
Calls
$12.1M
Puts
$24.4M
Net Calls
-$12.2M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
201
VisionPoint Advisory Group
Texas
$2.76K -$1.49K -14 -35%
CIA
202
Cape Investment Advisory
Georgia
$2.76K +$2.76K +26 New
PA
203
Parallel Advisors
California
$2.67K +$214 +2 +9%
LF
204
Lee Financial
Texas
$2.45K
CFGS
205
Concourse Financial Group Securities
Alabama
$2.45K -$107K -1,005 -98%
JWA
206
JFS Wealth Advisors
Pennsylvania
$2.13K -$213 -2 -9%
PWMG
207
Private Wealth Management Group
New Jersey
$2.02K +$2.02K +19 New
First Manhattan
208
First Manhattan
New York
$2.02K +$2.02K +19 New
UFF
209
USA Financial Formulas
Michigan
$1.91K -$150K -1,414 -99%
CSC
210
Caldwell Sutter Capital
California
$1.17K +$1.17K +11 New
SIC
211
SJS Investment Consulting
Ohio
$1.06K +$213 +2 +25%
FFA
212
Farther Finance Advisors
California
$1.06K +$1.06K +10 New
SA
213
Scarborough Advisors
Maryland
$1.06K +$1.06K +10 New
AF
214
Advisornet Financial
Minnesota
$744
IA
215
IFP Advisors
Florida
$700 -$340K -3,396 -100%
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$638 +$638 +6 New
DAM
217
Delta Asset Management
Tennessee
$638 +$638 +6 New
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$532 +$532 +5 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$425 +$106 +1 +33%
RhumbLine Advisers
220
RhumbLine Advisers
Massachusetts
$212 -$10.3K -97 -98%
TLCM
221
Twin Lakes Capital Management
California
$108
MHR
222
Matthew Hamilton Rosenberg
$106
TWP
223
TFO Wealth Partners
Ohio
$106
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$106 +$106 +1 New
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$104 +$104 +1 New