We are live on ! Find out more
CPA icon

Copa Holdings

216 hedge funds and large institutions have $3.31B invested in Copa Holdings in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 94 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% less capital invested

Capital invested by funds: $3.4B → $3.31B (-$94.6M)

3.01% less ownership

Funds ownership: 87.61%84.59% (-3%)

8% less funds holding

Funds holding: 236216 (-20)

32% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 94

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

41% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $37M

Holders
216
Holders Change
-20
Holders Change %
-8.47%
% of All Funds
4.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
64
Reduced
94
Closed
49
Calls
$21.9M
Puts
$37M
Net Calls
-$15.1M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1
SPX Gestao de Recursos
Brazil
$1.2B +$1.85M +21,100 +237%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$253M +$22.2M +253,414 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$130M -$98.2M -1,120,663 -41%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.6M -$10.4M -118,289 -9%
FC
5
Fairpointe Capital
Illinois
$84.4M +$12M +136,813 +15%
Renaissance Technologies
6
Renaissance Technologies
New York
$78.3M -$20.7M -235,802 -19%
State Street
7
State Street
Massachusetts
$74.6M +$20.7M +236,086 +34%
OAG
8
Orbis Allan Gray
Bermuda
$68.6M +$18.2M +207,343 +32%
SIM
9
Sprucegrove Investment Management
Ontario, Canada
$67.1M +$15.5M +176,800 +27%
BlackRock
10
BlackRock
New York
$59.6M +$7.4M +84,447 +13%
RAA
11
RWC Asset Advisors
Florida
$59.1M +$8.51M +97,123 +15%
II
12
INCA Investments
Florida
$57.2M +$37.8M +431,833 +152%
Fidelity International
13
Fidelity International
Bermuda
$49.4M +$16.9M +193,214 +45%
Bank of America
14
Bank of America
North Carolina
$47.6M +$8.61M +98,290 +20%
RJA
15
Raymond James & Associates
Florida
$45.9M +$49.3M +563,059 +4,937%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$42.7M -$4.32M -49,304 -8%
Morgan Stanley
17
Morgan Stanley
New York
$40.3M +$1.03M +11,735 +2%
PC
18
Polar Capital
United Kingdom
$36.9M +$7.4M +84,492 +22%
Ameriprise
19
Ameriprise
Minnesota
$34.8M +$13.6M +154,697 +54%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$31.1M +$4.64M +52,959 +16%
PPA
21
Parametric Portfolio Associates
Washington
$27.2M +$22M +251,296 +282%
First Trust Advisors
22
First Trust Advisors
Illinois
$24.9M +$11.8M +135,045 +77%
MWA
23
Marshall Wace Asia
Hong Kong
$24.1M +$26.4M +301,871 New
BAMCO Inc
24
BAMCO Inc
New York
$23.3M +$1.02M +11,630 +4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$23.1M -$5.37M -61,300 -18%

CPA Hedge Fund Activity: Q3 2018 in Review

216 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q3 2018, worth a combined $3.31B — down 2.8% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of CPA and 31 opened new positions — a net loss of 18 holders — while 94 trimmed existing stakes and 64 added.

The largest buyer was Raymond James & Associates, adding an estimated $49.3M. The largest seller was JP Morgan Chase, cutting an estimated $98.2M.

  • 216 institutional investors held Copa Holdings (CPA) as of Q3 2018, down from 236 in Q2 2018.
  • Funds reported $3.31B of Copa Holdings stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 31 funds opened new Copa Holdings positions in Q3 2018 and 49 closed out, a net change of -18 holders.
  • The largest Copa Holdings buyer in Q3 2018 was Raymond James & Associates, an estimated $49.3M added.
  • The largest Copa Holdings seller in Q3 2018 was JP Morgan Chase, an estimated $98.2M sold.

Based on aggregated 13F filings for Q3 2018.