Copa Holdings
206 hedge funds and large institutions have $2.09B invested in Copa Holdings in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 31 closing their positions.
77% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 31
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
42% more capital invested
Capital invested by funds: $1.47B → $2.09B (+$622M)
13% more funds holding
Funds holding: 183 → 206 (+23)
1.52% more ownership
Funds ownership: 93.5% → 95.03% (+1.5%)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
62% less call options, than puts
Call options by funds: $18.4M | Put options by funds: $48.3M
Top Buyers
| 1 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
+$38.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$30.7M |
| 3 |
Morgan Stanley
New York
|
+$25.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$17.8M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$39.3M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$31.4M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
-$13.3M |
| 4 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$11.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.78M |
CPA Hedge Fund Activity: Q1 2016 in Review
206 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q1 2016, worth a combined $2.09B — up 42% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new CPA positions and 31 closed out — a net gain of 24 holders — while 54 added to existing stakes and 64 trimmed.
The largest buyer was Sprucegrove Investment Management, opening a new position worth an estimated $38.9M. The largest seller was JP Morgan Chase, cutting an estimated $39.3M.
- 206 institutional investors held Copa Holdings (CPA) as of Q1 2016, up from 183 in Q4 2015.
- Funds reported $2.09B of Copa Holdings stock for Q1 2016, up 42% quarter-over-quarter.
- 55 funds opened new Copa Holdings positions in Q1 2016 and 31 closed out, a net change of +24 holders.
- The largest Copa Holdings buyer in Q1 2016 was Sprucegrove Investment Management, an estimated $38.9M added.
- The largest Copa Holdings seller in Q1 2016 was JP Morgan Chase, an estimated $39.3M sold.
Based on aggregated 13F filings for Q1 2016.