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Copa Holdings

268 hedge funds and large institutions have $4.18B invested in Copa Holdings in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $22M

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.92B → $4.18B (+$265M)

6% more funds holding

Funds holding: 253268 (+15)

5% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 97

0.9% more ownership

Funds ownership: 89.39%90.29% (+0.9%)

Holders
268
Holders Change
+15
Holders Change %
+5.93%
% of All Funds
8.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
37
Increased
102
Reduced
97
Closed
19
Calls
$54.5M
Puts
$22M
Net Calls
+$32.5M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$225M -$25.5M -186,299 -10%
Morgan Stanley
2
Morgan Stanley
New York
$224M +$3.56M +25,968 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$182M +$3M +21,852 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$173M +$9.28M +67,694 +6%
Fidelity International
5
Fidelity International
Bermuda
$170M -$9.23M -67,323 -5%
Wells Fargo
6
Wells Fargo
California
$159M +$31.4K +229 +0%
HCM
7
Herndon Capital Management
Georgia
$144M +$11.8M +86,059 +9%
Ameriprise
8
Ameriprise
Minnesota
$128M -$13.7M -99,735 -10%
Franklin Resources
9
Franklin Resources
California
$114M -$7.73M -56,400 -6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$101M +$96.7M +705,361 +2,915%
BG
11
BlackRock Group
United Kingdom
$98.6M -$11.4M -83,446 -11%
GA
12
Geneva Advisors
Illinois
$84.2M +$20.3M +148,007 +32%
FAM
13
Fred Alger Management
New York
$83.3M +$348K +2,536 +0.4%
JP Morgan Chase
14
JP Morgan Chase
New York
$82.1M -$23.8M -173,701 -23%
BIT
15
BlackRock Institutional Trust
California
$81.7M -$28.2M -205,383 -26%
AI
16
Axiom Investors
Connecticut
$78.6M -$2.36M -17,240 -3%
RFC
17
Russell Frank Company
Washington
$74.9M -$15.1M -110,040 -17%
TGA
18
Trilogy Global Advisors
Florida
$71.7M +$9.77M +71,293 +16%
William Blair & Company
19
William Blair & Company
Illinois
$69M +$236K +1,723 +0.3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$67.5M -$32.6M -238,026 -33%
TCIM
21
TIAA CREF Investment Management
New York
$58.6M -$481K -3,506 -0.8%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$58.5M +$1.19M +8,700 +2%
Invesco
23
Invesco
Georgia
$55.1M -$7.87M -57,405 -13%
HL
24
Harding Loevner
New Jersey
$55M -$19.1M -139,018 -26%
State Street
25
State Street
Massachusetts
$48.1M -$834K -6,085 -2%

CPA Hedge Fund Activity: Q3 2013 in Review

268 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q3 2013, worth a combined $4.18B — up 6.8% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CPA positions and 19 closed out — a net gain of 18 holders — while 102 added to existing stakes and 97 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $96.7M. The largest seller was Dupont Capital Management, cutting an estimated $46.8M.

  • 268 institutional investors held Copa Holdings (CPA) as of Q3 2013, up from 253 in Q2 2013.
  • Funds reported $4.18B of Copa Holdings stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 37 funds opened new Copa Holdings positions in Q3 2013 and 19 closed out, a net change of +18 holders.
  • The largest Copa Holdings buyer in Q3 2013 was AllianceBernstein, an estimated $96.7M added.
  • The largest Copa Holdings seller in Q3 2013 was Dupont Capital Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2013.