Copa Ownership | Who Owns Copa?
Copa Ownership Summary
Copa is owned by 65.76% institutional investors, and 34.24% retail investors. Capital world investors is the largest institutional shareholder, holding 11.23% of CPA shares. American Funds New World A is the top mutual fund, with 6.67% of its assets in Copa shares.
CPA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Copa | 65.76% | - | 34.24% |
Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Idea | Travel Stocks List | 58.57% | 12.74% | 28.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Capital world investors | 4.72M | 11.23% | $449.65M |
Baillie gifford | 3.60M | 8.56% | $342.79M |
Sprucegrove investment management | 3.09M | 7.34% | $293.74M |
Jpmorgan chase | 2.76M | 6.57% | $262.82M |
Fmr | 1.38M | 3.28% | $131.35M |
Renaissance | 871.93K | 2.07% | $82.99M |
Dimensional fund advisors lp | 829.48K | 1.97% | $78.95M |
Citigroup | 668.04K | 1.59% | $63.58M |
Marathon asset management | 506.15K | 1.20% | $48.18M |
Brandes investment partners, lp | 456.73K | 1.09% | $43.47M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Sprucegrove investment management | 3.09M | 15.22% | $293.74M |
Wishbone management, lp | 350.00K | 10.76% | $33.31M |
Spx gestao de recursos ltda | 417.76K | 5.92% | $39.76M |
Shellback capital, lp | 440.00K | 3.07% | $41.88M |
Fourth sail capital lp | 108.29K | 2.36% | $10.31M |
Deltec asset management | 118.01K | 2.15% | $11.23M |
Marathon capital management | 69.50K | 1.69% | $6.62M |
Marathon asset management | 506.15K | 1.51% | $48.18M |
Banco btg pactual | 80.01K | 1.12% | $7.18M |
Mesirow institutional investment management | 122.39K | 1.02% | $11.65M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital world investors | 4.72M | 0.07% | 655.61K |
Wishbone management, lp | 350.00K | 10.76% | 350.00K |
Sprucegrove investment management | 3.09M | 15.22% | 236.85K |
Artisan partners limited partnership | 216.46K | 0.03% | 144.05K |
Raymond james & associates | 294.71K | 0.02% | 112.14K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Schonfeld strategic advisors | - | - | -455.38K |
Jpmorgan chase | 2.76M | 0.02% | -416.03K |
Fmr | 1.38M | 0.01% | -391.78K |
Samlyn capital | - | - | -373.37K |
Liontrust investment partners llp | 24.95K | 0.03% | -99.60K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Wishbone management, lp | 350.00K | 10.76% | 350.00K | $33.31M |
Millennium management | 75.00K | 0.00% | 75.00K | $7.14M |
Tudor investment corp et al | 25.84K | 0.01% | 25.84K | $2.46M |
Richard p slaughter associates | 15.02K | 0.34% | 15.02K | $1.43M |
Marshall wace, llp | 9.40K | 0.00% | 9.40K | $894.69K |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -1.00 |
Private trust co na | -2.00 |
Mine & arao wealth creation & management, llc. | -2.00 |
Financial gravity asset management | -4.00 |
Corecap advisors | -4.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 199 | -6.57% | 27,430,654 | 1.09% | 65 | 1.55% | 97 | -1.02% | 63 | -11.27% |
Jun 30, 2024 | 212 | -10.92% | 27,129,554 | -1.10% | 64 | 1.52% | 97 | -14.91% | 71 | - |
Mar 31, 2024 | 238 | -0.42% | 27,430,568 | -1.17% | 65 | 1.33% | 114 | -2.56% | 71 | -12.35% |
Dec 31, 2023 | 239 | -1.24% | 27,754,063 | -2.68% | 69 | 1.34% | 117 | 24.47% | 81 | -19.80% |
Sep 30, 2023 | 242 | -15.97% | 28,517,228 | -11.23% | 72 | 1.10% | 94 | -41.25% | 101 | 18.82% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds New World A | 2.78M | 6.67% | - |
Capital Group New Geography Equity Comp | 2.78M | 6.67% | - |
Vanguard International Value Inv | 1.15M | 2.77% | 54.40K |
American Funds SMALLCAP World A | 948.95K | 2.28% | - |
Fidelity Series Emerging Markets Opps | 715.08K | 1.72% | - |
JPMorgan Emerging Markets Equity L | 709.29K | 1.71% | -93.31K |
JPMEmerging Markets Equity - Canada Fund | 681.86K | 1.64% | 681.86K |
JPM GEM Focused-Composite | 681.86K | 1.64% | -64.01K |
JPM Emerging Markets Equity A (dist) USD | 681.86K | 1.64% | -34.94K |
Capital Group Intl Growth & Inc Comp | 483.48K | 1.16% | -541.00 |
CPA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools