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Copa Holdings
CPA

Overview Fund Activity

227 hedge funds and large institutions have $2.86B invested in Copa Holdings in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
74
Reduced
71
Closed
37
Calls
$12.1M
Puts
$19M
Net Calls
-$6.89M
Net Calls Change
+$5.36M

Top Buyers

1
SC
Samlyn Capital
New York
$38.9M
2
Millennium Management
Millennium Management
New York
$72.9M
3
SIM
Sprucegrove Investment Management
Ontario, Canada
$297M
4
Renaissance Technologies
Renaissance Technologies
New York
$89.1M
5
PPFA
Provida Pension Fund Administrator
Chile
$16.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
BlackRock
BlackRock
New York
$5.77M
3
Morgan Stanley
Morgan Stanley
New York
$30.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$5.42K +$208 +2 +4%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$5K -$400 -4 -7%
SS
203
Sunbelt Securities
Texas
$3.13K – – –
VAG
204
VisionPoint Advisory Group
Texas
$3.02K +$313 +3 +12%
MG
205
Mather Group
Illinois
$2.98K +$2.98K +28 New
PA
206
Parallel Advisors
California
$2.62K – – –
FFA
207
Farther Finance Advisors
California
$2.12K +$1.06K +10 +100%
JWA
208
JFS Wealth Advisors
Pennsylvania
$2.08K – – –
PWMG
209
Private Wealth Management Group
New Jersey
$1.98K – – –
HI
210
Harbour Investments
Wisconsin
$1.67K +$1.67K +16 New
CSC
211
Caldwell Sutter Capital
California
$1.15K – – –
SIC
212
SJS Investment Consulting
Ohio
$1.04K – – –
SA
213
Scarborough Advisors
Maryland
$1.04K – – –
IA
214
IFP Advisors
Florida
$687 – – –
DAM
215
Delta Asset Management
Tennessee
$625 – – –
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$625 – – –
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$521 – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$417 – – –
GJWM
219
Gilliland Jeter Wealth Management
Arkansas
$417 +$417 +4 New
CA
220
CoreCap Advisors
Michigan
$417 +$417 +4 New
FGAM
221
Financial Gravity Asset Management
Texas
$386 +$290 +3 +300%
MAWCM
222
Mine & Arao Wealth Creation & Management
California
$209 +$209 +2 New
BTI
223
Blue Trust Inc
Georgia
$208 -$3.12K -30 -94%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$208 – – –
PTC
225
Private Trust Company
Ohio
$208 +$208 +2 New
7 8
9
10 11