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Copa Holdings

228 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, 75 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

0% more funds holding

Funds holding: 227228 (+1)

0.08% less ownership

Funds ownership: 88.33%88.25% (-0.08%)

4% less capital invested

Capital invested by funds: $2.98B → $2.86B (-$126M)

36% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $19M

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.28%
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
75
Reduced
71
Closed
37
Calls
$12.1M
Puts
$19M
Net Calls
-$6.88M
Net Calls Change
+$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$5.42K
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$5.42K +$199 +2 +4%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$5K -$398 -4 -7%
SS
204
Sunbelt Securities
Texas
$3.13K
VAG
205
VisionPoint Advisory Group
Texas
$3.02K +$298 +3 +12%
MG
206
Mather Group
Illinois
$2.98K +$2.78K +28 New
PA
207
Parallel Advisors
California
$2.62K
FFA
208
Farther Finance Advisors
California
$2.12K +$994 +10 +100%
JWA
209
JFS Wealth Advisors
Pennsylvania
$2.08K
PWMG
210
Private Wealth Management Group
New Jersey
$1.98K
HI
211
Harbour Investments
Wisconsin
$1.67K +$1.59K +16 New
CSC
212
Caldwell Sutter Capital
California
$1.15K
SIC
213
SJS Investment Consulting
Ohio
$1.04K
SA
214
Scarborough Advisors
Maryland
$1.04K
IA
215
IFP Advisors
Florida
$687
DAM
216
Delta Asset Management
Tennessee
$625
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$625
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$521
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$417
CA
220
CoreCap Advisors
Michigan
$417 +$398 +4 New
GJWM
221
Gilliland Jeter Wealth Management
Arkansas
$417 +$398 +4 New
FGAM
222
Financial Gravity Asset Management
Texas
$386 +$298 +3 +300%
MAWCM
223
Mine & Arao Wealth Creation & Management
California
$209 +$199 +2 New
BTI
224
Blue Trust Inc
Georgia
$208 -$2.98K -30 -94%
RhumbLine Advisers
225
RhumbLine Advisers
Massachusetts
$208

CPA Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q1 2024, worth a combined $2.86B — down 4.2% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CPA positions and 37 closed out — a net gain of 3 holders — while 75 added to existing stakes and 71 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $37.1M. The largest seller was Fidelity Investments, cutting an estimated $56.5M.

  • 228 institutional investors held Copa Holdings (CPA) as of Q1 2024, up from 227 in Q4 2023.
  • Funds reported $2.86B of Copa Holdings stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 40 funds opened new Copa Holdings positions in Q1 2024 and 37 closed out, a net change of +3 holders.
  • The largest Copa Holdings buyer in Q1 2024 was Samlyn Capital, an estimated $37.1M added.
  • The largest Copa Holdings seller in Q1 2024 was Fidelity Investments, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2024.