Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPROTT FDS TR (COPP)

19 + Investors. Track Smart Money conviction in COPP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
84%

Smart Money Signals — COPP

Based on 19 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added COPP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
19 hedge funds hold COPP right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +111% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+111% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 84% buying

16 buying3 selling
Last quarter: 16 funds were net buyers (9 opened a brand new position + 7 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 63% entered in last year

■ 0% conviction (2yr+) ■ 37% medium ■ 63% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Price up while funds trimmed (+17% value, -5% shares)

Value
+17%
Shares
-4%
Last quarter: total value of institutional COPP holdings rose +17% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~9 new funds/quarter

3 → 2 → 5 → 5 → 9 new funds/Q
New funds entering each quarter: 2 → 5 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 68% of holders entered in last year

■ 0% veterans ■ 32% 1-2yr ■ 68% new
Of 19 current holders: 13 (68%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
3 of 19 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — COPP

In 2025 Q4, 16 hedge funds were net buyers of COPP (9 opened a new position, 7 added to an existing one), while 3 reduced or exited (1 trimmed, 2 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 19.

Hedge Fund Ownership: COPP

How many hedge funds hold COPP — quarterly history vs. share price
Quarterly hedge fund ownership of COPP vs. share price

Market Analysis: COPP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COPP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: COPP
2026 Q1 Stats Unlock in 2 days 19 + Investors

Track Smart Money conviction in COPP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 19 12 58.33%
13F Shares 137K 144K -4.68%
Total Value $5M $4M 17.32%
New Positions 9 5 +4
Increased Positions 7 4 +3
Closed Positions 2 5 -3
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COPP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

19 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COPP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of COPP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regency Capital Management Inc.\DE 1.05% 65,598 $2.3M
2 CORRADO ADVISORS, LLC 0.77% 41,379 $1.5M
3 COLUMBIA ADVISORY PARTNERS LLC 0.67% 29,551 $1.1M
4 Holcombe Financial, Inc. 0.35% 16,885 $603K
5 Enclave Advisors LLC 0.09% 17,618 $629K
6 Key Client Fiduciary Advisors, LLC 0.08% 6,855 $245K
7 PRIVATE TRUST CO NA 0.06% 14,640 $643K
8 Sovran Advisors, LLC 0.04% 15,006 $560K
9 Oak Grove Capital LLC 0.04% 14,000 $500K
10 CENTAURUS FINANCIAL, INC. 0.03% 19,804 $707K
11 Carnegie Investment Counsel 0.03% 38,320 $1.5M
12 SPROTT INC. 0.03% 25,983 $928K
13 J.W. COLE ADVISORS, INC. 0.03% 22,340 $798K
14 SMITH, MOORE & CO. 0.02% 8,700 $311K
15 Prospera Financial Services Inc 0.01% 24,475 $874K
16 BRADLEY FOSTER & SARGENT INC/CT 0.01% 23,400 $836K
17 Operose Advisors LLC 0.01% 1,528 $55K
18 Main Street Group, LTD 0.01% 1,149 $41K
19 FIRST UNITED BANK & TRUST 0.01% 1,000 $36K
20 OneDigital Investment Advisors LLC 0.01% 23,380 $835K
21 Dunhill Financial, LLC 0.01% 800 $29K
22 Caitlin John, LLC 0.01% 307 $11K
23 Kestra Advisory Services, LLC 0.00% 33,361 $1.2M
24 Wealthcare Advisory Partners LLC 0.00% 6,275 $224K
25 AdvisorNet Financial, Inc 0.00% 2,295 $82K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SPROTT FDS TR (COPP)

What does the Smart Money Trend signal show for COPP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added COPP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COPP?

More buyers than sellers — 84% buying: Last quarter: 16 funds were net buyers (9 opened a brand new position + 7 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPP holders?

Smaller funds dominant — 8% AUM from top-100: 3 of 19 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held COPP?

Mostly new holders — 63% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.