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Copa Holdings

196 hedge funds and large institutions have $2.44B invested in Copa Holdings in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 55

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

1% more funds holding

Funds holding: 195196 (+1)

0.4% less ownership

Funds ownership: 90.79%90.4% (-0.4%)

7% less capital invested

Capital invested by funds: $2.61B → $2.44B (-$178M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

54% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $38.7M

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
42
Increased
68
Reduced
55
Closed
38
Calls
$17.9M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$413M -$1.9M -19,995 -0.4%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$293M +$14.2M +150,013 +5%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$269M -$48.8M -514,881 -14%
JP Morgan Chase
4
JP Morgan Chase
New York
$231M +$1.07M +11,300 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$132M +$21.9M +230,653 +18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$95.3M +$15.1M +159,470 +17%
Renaissance Technologies
7
Renaissance Technologies
New York
$70.4M -$6.52M -68,757 -8%
CC
8
Carrhae Capital
United Kingdom
$61.7M +$13.8M +145,967 +26%
BIP
9
Brandes Investment Partners
California
$49.4M +$4.2M +44,298 +9%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$47.7M +$50.2M +529,569 +4,064%
Raymond James Financial
11
Raymond James Financial
Florida
$46.4M +$50.1M +528,372 New
MAMU
12
Marathon Asset Management (UK)
United Kingdom
$45.8M +$638K +6,723 +1%
SEI Investments
13
SEI Investments
Pennsylvania
$40.9M +$5.44M +57,405 +14%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$40.3M +$43.5M +458,702 New
WM
15
Wishbone Management
Illinois
$36.9M
SGDR
16
SPX Gestao de Recursos
Brazil
$34.2M +$347K +3,657 +0.9%
Vontobel Holding
17
Vontobel Holding
Switzerland
$33M -$4.05M -42,682 -10%
Millennium Management
18
Millennium Management
New York
$28.5M +$26.2M +275,726 +568%
Victory Capital Management
19
Victory Capital Management
Texas
$23.9M -$1.17M -12,315 -4%
Morgan Stanley
20
Morgan Stanley
New York
$20.5M +$1.4M +14,751 +7%
SC
21
Shellback Capital
Massachusetts
$20.2M -$18.5M -194,717 -46%
CAAM
22
Cape Ann Asset Management
United Kingdom
$20.2M +$21.8M +229,800 New
Goldman Sachs
23
Goldman Sachs
New York
$19.2M +$1.11M +11,737 +6%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$18.6M +$1.73M +18,292 +9%
FSC
25
Fourth Sail Capital
Cayman Islands
$18.3M +$4.82M +50,805 +32%

CPA Hedge Fund Activity: Q4 2024 in Review

196 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q4 2024, worth a combined $2.44B — down 6.8% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CPA positions and 38 closed out — a net gain of 4 holders — while 68 added to existing stakes and 55 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $50.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $48.8M.

  • 196 institutional investors held Copa Holdings (CPA) as of Q4 2024, up from 195 in Q3 2024.
  • Funds reported $2.44B of Copa Holdings stock for Q4 2024, down 6.8% quarter-over-quarter.
  • 42 funds opened new Copa Holdings positions in Q4 2024 and 38 closed out, a net change of +4 holders.
  • The largest Copa Holdings buyer in Q4 2024 was CAPTRUST Financial Advisors, an estimated $50.2M added.
  • The largest Copa Holdings seller in Q4 2024 was Baillie Gifford & Co, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2024.