Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sprott Fds Tr (COPP)

79 + 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
↑ +15
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — COPP

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
80 hedge funds hold COPP right now — the highest count in 2.5 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 — +567% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+567% 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 — 68% buying

52 buying24 selling
Last quarter: 52 funds were net buyers (28 opened a brand new position + 24 added to an existing one). Only 24 were sellers (11 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 49 → 28. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 84% entered in last year

■ 2% conviction (2yr+) ■ 14% medium ■ 84% new
Only 2 funds (2%) 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.
🚀

Acceleration phase — new buyers rushing in

5 → 5 → 10 → 49 → 28 new funds/Q
New funds entering each quarter: 5 → 10 → 49 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 85% of holders entered in last year

■ 4% veterans ■ 11% 1-2yr ■ 85% new
Of 81 current holders: 69 (85%) entered in the past year, only 3 (4%) 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 — 11% AUM from top-100

11% from top-100 AUM funds
11 of 79 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 2026 Q2, 52 hedge funds were net buyers of COPP (28 opened a new position, 24 added to an existing one), while 24 reduced or exited (11 trimmed, 13 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 80.

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: COPP
79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 65 21.54%
13F Shares 1M 1M 6.18%
Total Value $44M $39M 13.06%
New Positions 28 49 -21
Increased Positions 23 9 +14
Closed Positions 13 4 +9
Reduced Positions 10 7 +3
Total Calls 1 1 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 2.0 Neutral

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 Q2)

79 + 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 COPP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corrado Advisors, LLC 0.73% 41,502 $1.6M
2 Columbia Advisory Partners LLC 0.69% 32,671 $1.3M
3 Holcombe Financial, Inc. 0.41% 19,104 $732K
4 TCFG Investment Advisors, LLC 0.19% 14,800 $567K
5 Key Client Fiduciary Advisors, LLC 0.08% 7,515 $288K
6 Sovran Advisors, LLC 0.07% 23,890 $899K
7 Pine Valley Investments Ltd Liability Co 0.07% 43,944 $1.7M
8 Tocqueville Asset Management L.P. 0.06% 112,090 $4.3M
9 Private Trust Co NA 0.04% 13,779 $528K
10 Nalls Sherbakoff Group, LLC 0.04% 1,487 $53K
11 Sprott INC. 0.03% 25,983 $995K
12 Carnegie Investment Counsel 0.03% 40,151 $1.5M
13 Centaurus Financial, INC. 0.03% 19,593 $750K
14 Diametric Capital, LP 0.02% 6,137 $235K
15 Smith, Moore & CO. 0.02% 8,700 $333K
16 Waterloo Capital, L.P. 0.02% 10,042 $385K
17 Oak Grove Capital LLC 0.02% 11,500 $440K
18 Two Sigma Securities, LLC 0.02% 5,694 $218K
19 Compound Planning, Inc. 0.02% 15,192 $582K
20 Prospera Financial Services Inc 0.01% 26,880 $1.0M
21 J.W. Cole Advisors, INC. 0.01% 21,698 $831K
22 Bradley Foster & Sargent Inc/Ct 0.01% 23,400 $896K
23 Pallas Capital Advisors LLC 0.01% 10,375 $397K
24 Operose Advisors LLC 0.01% 1,528 $59K
25 First United Bank & Trust 0.01% 1,000 $38K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 68% buying: Last quarter: 52 funds were net buyers (28 opened a brand new position + 24 added to an existing one). Only 24 were sellers (11 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPP holders?

Smaller funds dominant — 11% AUM from top-100: 11 of 79 holders rank in the top 100 by AUM, but together hold only 11% 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 — 84% entered in last year: Only 2 funds (2%) 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.

Full history →