Copa Ownership | Who Owns Copa?
Copa Ownership Summary
Copa is owned by 66.21% institutional investors, and 33.79% retail investors. Capital world investors is the largest institutional shareholder, holding 11.27% of CPA shares. Capital Group New Geography Equity Comp is the top mutual fund, with 6.73% of its assets in Copa shares.
CPA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Copa | 66.21% | - | 33.79% |
Sector | Industrials Stocks | 39.35% | 12.62% | 48.03% |
Idea | Travel Stocks List | 40.42% | 13.75% | 45.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Capital world investors | 4.70M | 11.27% | $413.39M |
Sprucegrove investment management | 3.34M | 8.00% | $293.48M |
Baillie gifford | 3.06M | 7.34% | $269.11M |
Jpmorgan chase | 2.63M | 6.30% | $231.00M |
Fmr | 1.50M | 3.60% | $132.15M |
Dimensional fund advisors lp | 1.08M | 2.60% | $95.29M |
Renaissance | 801.63K | 1.92% | $70.45M |
Carrhae capital llp | 701.87K | 1.68% | $61.68M |
Brandes investment partners, lp | 561.90K | 1.35% | $49.38M |
Captrust financial advisors | 542.60K | 1.30% | $47.68M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Sprucegrove investment management | 3.34M | 21.02% | $293.48M |
Wishbone management, lp | 420.00K | 17.53% | $36.91M |
Fourth sail capital lp | 207.79K | 5.43% | $18.26M |
Carrhae capital llp | 701.87K | 5.16% | $61.68M |
Spx gestao de recursos ltda | 388.69K | 5.13% | $34.16M |
1492 capital management | 57.64K | 2.41% | $5.07M |
Marathon capital management | 73.71K | 1.62% | $6.48M |
Deltec asset management | 85.33K | 1.48% | $7.50M |
Shellback capital, lp | 230.00K | 1.39% | $20.21M |
Marathon asset management | 521.40K | 1.28% | $45.82M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Captrust financial advisors | 542.60K | 0.14% | 529.57K |
Raymond james financial | 528.37K | 0.02% | 528.37K |
Millennium management | 324.24K | 0.01% | 275.73K |
Fmr | 1.50M | 0.01% | 230.65K |
Dimensional fund advisors lp | 1.08M | 0.02% | 159.47K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Baillie gifford | 3.06M | 0.21% | -514.88K |
Citigroup | 18.85K | 0.00% | -495.82K |
Canada pension plan investment board | - | - | -458.70K |
Schonfeld strategic advisors | - | - | -455.38K |
Samlyn capital | - | - | -373.37K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 528.37K | 0.02% | 528.37K | $46.43M |
Leuthold group | 31.18K | 0.33% | 31.18K | $2.74M |
Mirabella financial services llp | 24.26K | 0.19% | 24.26K | $2.13M |
Peak6 | 14.14K | 0.00% | 14.14K | $1.24M |
Wasatch advisors lp | 13.12K | 0.01% | 13.12K | $1.15M |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -1.00 |
Claris advisors, llc / mo / | -2.00 |
Mine & arao wealth creation & management, llc. | -2.00 |
Assetmark | -2.00 |
Private trust co na | -2.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 197 | -4.37% | 27,338,505 | -1.35% | 66 | 1.50% | 99 | -10.81% | 52 | -1.89% |
Dec 31, 2024 | 201 | -0.49% | 27,604,495 | -0.77% | 66 | 1.49% | 109 | 11.22% | 53 | -17.19% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Capital Group New Geography Equity Comp | 2.77M | 6.73% | -4.74K |
American Funds New World A | 2.77M | 6.73% | -4.74K |
Vanguard International Value Inv | 1.18M | 2.87% | -48.30K |
American Funds SMALLCAP World A | 948.95K | 2.30% | - |
Fidelity Series Emerging Markets Opps | 696.58K | 1.69% | -1.46K |
JPMorgan Emerging Markets Equity L | 488.10K | 1.19% | - |
JPM Emerging Markets Equity A (dist) USD | 455.34K | 1.11% | - |
JPMEmerging Markets Equity - Canada Fund | 455.34K | 1.11% | -151.62K |
JPM GEM Focused-Composite | 455.34K | 1.11% | -151.62K |
Capital Group Intl Growth & Inc Comp | 453.60K | 1.10% | -12.79K |
CPA Ownership FAQ
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